Technology To EUR Hedged Portfolio: Rebalancing Strategy

Data Source: from January 1971 to June 2026
Consolidated Returns as of 30 June 2026

Managing the Technology To EUR Hedged Portfolio with a yearly rebalancing, you would have obtained a 12.95% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 12.95%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Rebalancing can be performed in several ways.

At fixed time intervals:

Yearly: Jan 1st
Half Yearly: Jan 1st, Jul 1st
Quarterly: Jan 1st, Apr 1st, Jul 1st, Oct 1st

When a component (at least one) diverges from its original weight beyond a certain threshold (e.g. 5% or 10%).

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the Technology To EUR Hedged Portfolio guaranteed the following returns.

According to the available data source, we assume we built the portfolio on January 1971.

Portfolio returns are calculated in EUR, assuming:

No fees or capital gain taxes
the reinvestment of dividends, if existing
the currency hedging (simulation taking into account the interest rate differentials of the countries). It is also assumed that hedged instruments have an additional expense ratio of 0.25% (yearly), compared to the US original instrument.

TECHNOLOGY TO EUR HEDGED PORTFOLIO RETURNS

Period: January 1971 - June 2026

Annualized Returns

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	Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy	1Y		5Y		10Y		30Y		MAX (~56Y)
No Rebalancing	30.20	(0)	13.35	(0)	19.25	(0)	12.95	(0)	11.93	(0)
Yearly Rebalancing	30.20	(1)	13.35	(5)	19.25	(10)	12.95	(30)	11.93	(56)
Half Yearly Rebalancing	30.20	(2)	13.35	(10)	19.25	(20)	12.95	(60)	11.93	(111)
Quarterly Rebalancing	30.20	(4)	13.35	(20)	19.25	(40)	12.95	(120)	11.93	(222)
5% Tolerance per asset	30.20	(0)	13.35	(0)	19.25	(0)	12.95	(0)	11.93	(0)
10% Tolerance per asset	30.20	(0)	13.35	(0)	19.25	(0)	12.95	(0)	11.93	(0)

In order to have complete information about the portfolio, please refer to the Technology To EUR Hedged Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of Technology To EUR Hedged Portfolio, after implementing different rebalancing strategies.

TECHNOLOGY TO EUR HEDGED PORTFOLIO PERFORMANCES

Period: January 1971 - June 2026

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			Standard Deviation		Max Drawdown (%)
Rebalancing Strategy	Return %		Std Dev(%)	Ret. / Std Dev	MaxDD(%)	Ret. / MaxDD
No Rebalancing	11.93	(0)	22.28	0.54	-81.18	0.15
Yearly Rebalancing	11.93	(56)	22.28	0.54	-81.18	0.15
Half Yearly Rebalancing	11.93	(111)	22.28	0.54	-81.18	0.15
Quarterly Rebalancing	11.93	(222)	22.28	0.54	-81.18	0.15
5% Tolerance per asset	11.93	(0)	22.28	0.54	-81.18	0.15
10% Tolerance per asset	11.93	(0)	22.28	0.54	-81.18	0.15

(*) Since Jan 1971 (~56 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of Technology To EUR Hedged Portfolio, after implementing different rebalancing strategies.

TECHNOLOGY TO EUR HEDGED PORTFOLIO DRAWDOWNS

Period: January 1971 - June 2026

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Rebalancing				Tolerance per asset
No Rebalancing	Yearly	Half Yearly	Quarterly	5%	10%
-81.18 Apr 2000 - Oct 2014	-81.18 Apr 2000 - Oct 2014	-81.18 Apr 2000 - Oct 2014	-81.18 Apr 2000 - Oct 2014	-81.18 Apr 2000 - Oct 2014	-81.18 Apr 2000 - Oct 2014
-59.27 Jan 1973 - Jan 1980	-59.27 Jan 1973 - Jan 1980	-59.27 Jan 1973 - Jan 1980	-59.27 Jan 1973 - Jan 1980	-59.27 Jan 1973 - Jan 1980	-59.27 Jan 1973 - Jan 1980
-35.43 Jan 2022 - Feb 2024	-35.43 Jan 2022 - Feb 2024	-35.43 Jan 2022 - Feb 2024	-35.43 Jan 2022 - Feb 2024	-35.43 Jan 2022 - Feb 2024	-35.43 Jan 2022 - Feb 2024
-34.97 Sep 1987 - Aug 1989	-34.97 Sep 1987 - Aug 1989	-34.97 Sep 1987 - Aug 1989	-34.97 Sep 1987 - Aug 1989	-34.97 Sep 1987 - Aug 1989	-34.97 Sep 1987 - Aug 1989
-31.33 Jul 1983 - Feb 1986	-31.33 Jul 1983 - Feb 1986	-31.33 Jul 1983 - Feb 1986	-31.33 Jul 1983 - Feb 1986	-31.33 Jul 1983 - Feb 1986	-31.33 Jul 1983 - Feb 1986
5 Worst Drawdowns - Average
-48.44	-48.44	-48.44	-48.44	-48.44	-48.44
10 Worst Drawdowns - Average
-35.54	-35.54	-35.54	-35.54	-35.54	-35.54

For a deeper insight, please refer to the Technology To EUR Hedged Portfolio: ETF allocation and returns page.