Dedalo Invest Dedalo Three Euro Portfolio vs Fulvio Marchese In Saecula Saeculorum European ETF Portfolio Portfolio Comparison

Simulation Settings
Period: February 1972 - June 2025 (~53 years)
Consolidated Returns as of 30 June 2025
Initial Amount: 1€
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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Results
30 Years
(1995/07 - 2025/06)
All Data
(1972/02 - 2025/06)
Inflation Adjusted:
Dedalo Invest Dedalo Three Euro Portfolio
1.00€
Invested Capital
July 1995
11.58€
Final Capital
June 2025
8.51%
Yearly Return
14.76%
Std Deviation
-50.59%
Max Drawdown
70months
Recovery Period
1.00€
Invested Capital
July 1995
6.31€
Final Capital
June 2025
6.33%
Yearly Return
14.76%
Std Deviation
-55.41%
Max Drawdown
165months
Recovery Period
1.00€
Invested Capital
February 1972
94.63€
Final Capital
June 2025
8.89%
Yearly Return
14.26%
Std Deviation
-50.59%
Max Drawdown
70months
Recovery Period
1.00€
Invested Capital
February 1972
22.16€
Final Capital
June 2025
5.97%
Yearly Return
14.26%
Std Deviation
-55.41%
Max Drawdown
165months
Recovery Period
Fulvio Marchese In Saecula Saeculorum European ETF Portfolio
1.00€
Invested Capital
July 1995
11.35€
Final Capital
June 2025
8.43%
Yearly Return
9.67%
Std Deviation
-26.33%
Max Drawdown
112months
Recovery Period
1.00€
Invested Capital
July 1995
6.18€
Final Capital
June 2025
6.26%
Yearly Return
9.67%
Std Deviation
-32.16%
Max Drawdown
134months
Recovery Period
1.00€
Invested Capital
February 1972
112.38€
Final Capital
June 2025
9.24%
Yearly Return
11.46%
Std Deviation
-26.33%
Max Drawdown
112months
Recovery Period
1.00€
Invested Capital
February 1972
26.31€
Final Capital
June 2025
6.31%
Yearly Return
11.46%
Std Deviation
-32.16%
Max Drawdown
134months
Recovery Period

As of June 2025, in the previous 30 Years, the Dedalo Invest Dedalo Three Euro Portfolio obtained a 8.51% compound annual return, with a 14.76% standard deviation. It suffered a maximum drawdown of -50.59% that required 70 months to be recovered.

As of June 2025, in the previous 30 Years, the Fulvio Marchese In Saecula Saeculorum European ETF Portfolio obtained a 8.43% compound annual return, with a 9.67% standard deviation. It suffered a maximum drawdown of -26.33% that required 112 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Dedalo Invest Dedalo Three Euro Portfolio
Weight
(%)		 Ticker Name
40.00
XD9E.DE
Xtrackers MSCI USA EUR Hedged
30.00
IUSQ.DE
iShares MSCI ACWI
30.00
SXRT.DE
iShares Core EURO STOXX 50
Fulvio Marchese In Saecula Saeculorum European ETF Portfolio
Weight
(%)		 Ticker Name
45.00
XD9U.DE
Xtrackers MSCI USA
20.00
IUSM.DE
iShares USD Treasury Bond 7-10yr
15.00
VUCE.DE
Vanguard USD Corporate Bond
10.00
IUSU.DE
iShares USD Treasury Bond 1-3yr
10.00
PHAU
WisdomTree Physical Gold
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Portfolio Returns as of Jun 30, 2025

Returns are calculated in EUR, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1995/07 - 2025/06)
All Data
(1972/02 - 2025/06)
Inflation Adjusted:
Swipe left to see all data
Initial Amount € Final Amount € Total Return (%) Annualized (%)
Dedalo Invest Dedalo Three Euro
Dedalo Invest 		1 € 11.58 € 1 058.21% 8.51%
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 11.35 € 1 034.75% 8.43%
Jul 1995 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Dedalo Invest Dedalo Three Euro
Dedalo Invest 		1 € 6.31 € 531.14% 6.33%
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 6.18 € 518.35% 6.26%
Jul 1995 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Dedalo Invest Dedalo Three Euro
Dedalo Invest 		1 € 94.63 € 9 363.18% 8.89%
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 112.38 € 11 137.73% 9.24%
Feb 1972 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Dedalo Invest Dedalo Three Euro
Dedalo Invest 		1 € 22.16 € 2 115.73% 5.97%
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 26.31 € 2 531.22% 6.31%
Feb 1972 Jun 2025

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Return (%) as of Jun 30, 2025
YTD
(6M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~53Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_dedaloinvest.webp Dedalo Three Euro
Dedalo Invest 		4.19 1.88 4.19 10.09 13.64 9.59 8.51 8.89
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_fulvio_marchese2.webp In Saecula Saeculorum European ETF
Fulvio Marchese 		-5.04 -0.70 -5.04 3.34 7.45 7.49 8.43 9.24
Returns over 1 year are annualized.
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Portfolio Metrics as of Jun 30, 2025

The following metrics, updated as of 30 June 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 July 2024 - 30 June 2025 (1 year)
Period: 1 July 2020 - 30 June 2025 (5 years)
Period: 1 July 2015 - 30 June 2025 (10 years)
Period: 1 July 1995 - 30 June 2025 (30 years)
Period: 1 February 1972 - 30 June 2025 (~53 years)
1 Year
5 Years
10 Years
30 Years
All (1972/02 - 2025/06)
Swipe left to see all data
Dedalo Three Euro In Saecula Saeculorum European ETF
Author Dedalo Invest Fulvio Marchese
ASSET ALLOCATION
Stocks 100% 45%
Fixed Income 0% 45%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 10.09 3.34
Infl. Adjusted (%) 7.93 1.31
DRAWDOWN
Deepest Drawdown Depth (%) -8.39 -9.59
Start to Recovery (months) 5* 5*
Longest Drawdown Depth (%) -8.39 -9.59
Start to Recovery (months) 5* 5*
Longest Negative Period (months) 7 8*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 10.87 9.91
Sharpe Ratio 0.50 -0.13
Sortino Ratio 0.72 -0.18
Ulcer Index 3.10 4.33
Ratio: Return / Standard Deviation 0.93 0.34
Ratio: Return / Deepest Drawdown 1.20 0.35
Metrics calculated over the period 1 July 2024 - 30 June 2025
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Dedalo Three Euro In Saecula Saeculorum European ETF
Author Dedalo Invest Fulvio Marchese
ASSET ALLOCATION
Stocks 100% 45%
Fixed Income 0% 45%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 13.64 7.45
Infl. Adjusted (%) 9.18 3.23
DRAWDOWN
Deepest Drawdown Depth (%) -20.22 -9.59
Start to Recovery (months) 24 5*
Longest Drawdown Depth (%) -20.22 -9.17
Start to Recovery (months) 24 24
Longest Negative Period (months) 28 24
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 13.89 8.20
Sharpe Ratio 0.79 0.58
Sortino Ratio 1.10 0.84
Ulcer Index 6.80 3.50
Ratio: Return / Standard Deviation 0.98 0.91
Ratio: Return / Deepest Drawdown 0.67 0.78
Metrics calculated over the period 1 July 2020 - 30 June 2025
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Dedalo Three Euro In Saecula Saeculorum European ETF
Author Dedalo Invest Fulvio Marchese
ASSET ALLOCATION
Stocks 100% 45%
Fixed Income 0% 45%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 9.59 7.49
Infl. Adjusted (%) 6.89 4.84
DRAWDOWN
Deepest Drawdown Depth (%) -21.02 -9.59
Start to Recovery (months) 11 5*
Longest Drawdown Depth (%) -20.22 -9.17
Start to Recovery (months) 24 24
Longest Negative Period (months) 35 24
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 14.03 8.17
Sharpe Ratio 0.55 0.69
Sortino Ratio 0.74 1.00
Ulcer Index 6.40 3.36
Ratio: Return / Standard Deviation 0.68 0.92
Ratio: Return / Deepest Drawdown 0.46 0.78
Metrics calculated over the period 1 July 2015 - 30 June 2025
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Dedalo Three Euro In Saecula Saeculorum European ETF
Author Dedalo Invest Fulvio Marchese
ASSET ALLOCATION
Stocks 100% 45%
Fixed Income 0% 45%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 8.51 8.43
Infl. Adjusted (%) 6.33 6.26
DRAWDOWN
Deepest Drawdown Depth (%) -50.59 -26.33
Start to Recovery (months) 70 112
Longest Drawdown Depth (%) -49.13 -26.33
Start to Recovery (months) 77 112
Longest Negative Period (months) 149 115
RISK INDICATORS
Standard Deviation (%) 14.76 9.67
Sharpe Ratio 0.42 0.64
Sortino Ratio 0.55 0.90
Ulcer Index 17.01 8.58
Ratio: Return / Standard Deviation 0.58 0.87
Ratio: Return / Deepest Drawdown 0.17 0.32
Metrics calculated over the period 1 July 1995 - 30 June 2025
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Dedalo Three Euro In Saecula Saeculorum European ETF
Author Dedalo Invest Fulvio Marchese
ASSET ALLOCATION
Stocks 100% 45%
Fixed Income 0% 45%
Commodities 0% 10%
PERFORMANCES
Annualized Return (%) 8.89 9.24
Infl. Adjusted (%) 5.97 6.31
DRAWDOWN
Deepest Drawdown Depth (%) -50.59 -26.33
Start to Recovery (months) 70 112
Longest Drawdown Depth (%) -49.13 -26.33
Start to Recovery (months) 77 112
Longest Negative Period (months) 149 115
RISK INDICATORS
Standard Deviation (%) 14.26 11.46
Sharpe Ratio 0.32 0.42
Sortino Ratio 0.42 0.61
Ulcer Index 14.41 8.33
Ratio: Return / Standard Deviation 0.62 0.81
Ratio: Return / Deepest Drawdown 0.18 0.35
Metrics calculated over the period 1 February 1972 - 30 June 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 July 1995 - 30 June 2025 (30 years)
Period: 1 February 1972 - 30 June 2025 (~53 years)
30 Years
(1995/07 - 2025/06)

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Dedalo Three Euro In Saecula Saeculorum European ETF
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.59 70 Jun 2007
Mar 2013
-49.13 77 Sep 2000
Jan 2007
-26.33 112 Nov 2000
Feb 2010
-21.02 11 Jan 2020
Nov 2020
-20.22 24 Jan 2022
Dec 2023
-16.58 6 Jul 1998
Dec 1998
-12.99 7 Oct 2018
Apr 2019
-12.21 19 Jun 2015
Dec 2016
-10.78 7 Jul 1998
Jan 1999
-9.59 5* Feb 2025
In progress
-9.17 24 Jan 2022
Dec 2023
-8.39 5* Feb 2025
In progress
-7.94 8 Apr 2015
Nov 2015
-7.89 18 Mar 2017
Aug 2018
-7.13 6 Aug 1997
Jan 1998

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Dedalo Three Euro In Saecula Saeculorum European ETF
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-50.59 70 Jun 2007
Mar 2013
-49.13 77 Sep 2000
Jan 2007
-40.84 48 Jan 1973
Dec 1976
-29.54 20 Sep 1987
Apr 1989
-26.33 112 Nov 2000
Feb 2010
-25.68 49 Mar 1985
Mar 1989
-24.89 21 Sep 1989
May 1991
-22.14 21 Sep 1989
May 1991
-21.02 11 Jan 2020
Nov 2020
-20.22 24 Jan 2022
Dec 2023
-19.96 30 Jan 1973
Jun 1975
-16.58 6 Jul 1998
Dec 1998
-15.63 15 Aug 1981
Oct 1982
-14.28 22 Feb 1994
Nov 1995
-12.99 7 Oct 2018
Apr 2019

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 February 1972 - 30 June 2025 (~53 years)


Head To Head (Ptf 1 vs Ptf 2):
Eurozone Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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Dedalo Three Euro In Saecula Saeculorum European ETF
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 4.19 -8.39 -5.04 -9.59
2024
 20.11 -2.49 21.35 -1.07
2023
 21.47 -8.44 11.68 -2.36
2022
 -15.71 -20.22 -9.17 -9.17
2021
 26.36 -3.16 20.39 -0.93
2020
 7.84 -21.02 4.91 -6.44
2019
 29.06 -5.30 23.52 -1.23
2018
 -8.38 -12.99 1.43 -4.22
2017
 13.63 -0.81 -1.16 -7.09
2016
 9.05 -7.33 10.56 -1.78
2015
 4.84 -11.56 10.57 -7.94
2014
 12.15 -2.59 23.85 -0.23
2013
 25.18 -3.42 6.24 -3.83
2012
 16.08 -7.72 8.31 -4.02
2011
 -5.16 -18.83 9.48 -4.50
2010
 13.89 -8.74 22.33 -4.45
2009
 28.93 -14.73 13.00 -5.64
2008
 -38.66 -38.66 -7.87 -10.25
2007
 3.51 -5.52 -1.68 -5.14
2006
 13.55 -4.35 -0.56 -6.50
2005
 17.40 -2.68 20.74 -1.42
2004
 10.96 -3.13 0.24 -4.76
2003
 22.36 -6.47 -1.17 -5.51
2002
 -26.58 -32.10 -16.20 -19.30
2001
 -13.08 -25.42 4.10 -10.53
2000
 -7.05 -14.78 7.60 -10.81
1999
 34.17 -5.57 27.05 -5.06
1998
 19.77 -16.58 8.10 -10.78
1997
 30.32 -7.13 32.55 -6.31
1996
 20.71 -6.06 11.92 -5.37
1995
 19.73 -1.52 20.73 -2.71
1994
 -4.18 -9.90 -11.47 -14.28
1993
 26.45 -2.19 20.86 -4.22
1992
 8.39 -7.40 18.41 -11.11
1991
 23.17 -6.55 24.28 -5.68
1990
 -15.28 -20.27 -12.35 -17.64
1989
 22.09 -5.55 17.35 -8.81
1988
 25.96 -2.88 22.46 -6.92
1987
 -7.22 -29.54 -14.91 -22.72
1986
 18.05 -6.04 -3.61 -11.10
1985
 25.86 -5.79 0.39 -11.69
1984
 7.69 -8.37 22.46 -8.99
1983
 30.35 -1.50 31.89 -1.91
1982
 16.15 -7.59 40.72 -0.74
1981
 -2.74 -10.34 16.70 -7.99
1980
 28.61 -7.86 29.35 -5.12
1979
 8.35 -6.84 23.05 -5.88
1978
 5.00 -11.29 -1.98 -9.11
1977
 -2.02 -3.94 -5.32 -5.95
1976
 15.49 -3.76 20.66 -2.52
1975
 38.53 -5.77 31.13 -7.61
1974
 -23.44 -29.47 -12.71 -19.55
1973
 -18.04 -19.66 -5.83 -16.33
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