Fulvio Marchese In Saecula Saeculorum European ETF Portfolio vs Fulvio Marchese In Saecula Saeculorum To EUR Portfolio Portfolio Comparison

Simulation Settings
Period: August 1953 - June 2025 (~72 years)
Consolidated Returns as of 30 June 2025
Initial Amount: 1€
Rebalancing: at every Jan 1st
Currency: EUR
Inflation: Eurozone
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The minimum date range must be at least 12 months. 'Date To' cannot be beyond June 2025.
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Results
30 Years
(1995/07 - 2025/06)
All Data
(1953/08 - 2025/06)
Inflation Adjusted:
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
6.20€
Final Capital
June 2025
6.27%
Yearly Return
9.67%
Std Deviation
-32.16%
Max Drawdown
134months
Recovery Period
1.00€
Invested Capital
August 1953
450.81€
Final Capital
June 2025
8.87%
Yearly Return
10.46%
Std Deviation
-26.33%
Max Drawdown
112months
Recovery Period
1.00€
Invested Capital
August 1953
67.94€
Final Capital
June 2025
6.04%
Yearly Return
10.46%
Std Deviation
-32.16%
Max Drawdown
134months
Recovery Period
Fulvio Marchese In Saecula Saeculorum To EUR Portfolio
1.00€
Invested Capital
July 1995
11.19€
Final Capital
June 2025
8.38%
Yearly Return
9.80%
Std Deviation
-26.33%
Max Drawdown
112months
Recovery Period
1.00€
Invested Capital
July 1995
6.12€
Final Capital
June 2025
6.22%
Yearly Return
9.80%
Std Deviation
-32.14%
Max Drawdown
134months
Recovery Period
1.00€
Invested Capital
August 1953
397.56€
Final Capital
June 2025
8.68%
Yearly Return
10.36%
Std Deviation
-26.33%
Max Drawdown
112months
Recovery Period
1.00€
Invested Capital
August 1953
59.92€
Final Capital
June 2025
5.86%
Yearly Return
10.36%
Std Deviation
-32.14%
Max Drawdown
134months
Recovery Period
This portfolio includes ETFs not denominated in EUR. Returns are calculated using exchange rates or, if applicable, interest rate differentials for currency hedging.

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.

As of June 2025, in the previous 30 Years, the Fulvio Marchese In Saecula Saeculorum To EUR Portfolio obtained a 8.38% compound annual return, with a 9.80% 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.

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
Fulvio Marchese In Saecula Saeculorum To EUR Portfolio
Weight
(%)		 Ticker Name
45.00
VTI
Vanguard Total Stock Market
20.00
IEF
iShares 7-10 Year Treasury Bond
15.00
LQD
iShares Investment Grade Corporate Bond
10.00
SHY
iShares 1-3 Year Treasury Bond
10.00
GLD
SPDR Gold Trust
• Not denominated in EUR.
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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
(1953/08 - 2025/06)
Inflation Adjusted:
Swipe left to see all data
Initial Amount € Final Amount € Total Return (%) Annualized (%)
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 11.35 € 1 034.75% 8.43%
Fulvio Marchese In Saecula Saeculorum To EUR
Fulvio Marchese 		1 € 11.19 € 1 019.22% 8.38%
Jul 1995 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 6.20 € 520.28% 6.27%
Fulvio Marchese In Saecula Saeculorum To EUR
Fulvio Marchese 		1 € 6.12 € 511.79% 6.22%
Jul 1995 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 450.81 € 44 980.99% 8.87%
Fulvio Marchese In Saecula Saeculorum To EUR
Fulvio Marchese 		1 € 397.56 € 39 656.10% 8.68%
Aug 1953 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Fulvio Marchese In Saecula Saeculorum European ETF
Fulvio Marchese 		1 € 67.94 € 6 694.35% 6.04%
Fulvio Marchese In Saecula Saeculorum To EUR
Fulvio Marchese 		1 € 59.92 € 5 891.82% 5.86%
Aug 1953 Jun 2025

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Return (%) as of Jun 30, 2025
YTD
(6M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~72Y)
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 8.87
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_fulvio_marchese2.webp In Saecula Saeculorum
Fulvio Marchese 		-5.55 -0.09 -5.55 3.41 7.08 7.30 8.38 8.68
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 August 1953 - 30 June 2025 (~72 years)
1 Year
5 Years
10 Years
30 Years
All (1953/08 - 2025/06)
Swipe left to see all data
In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Author Fulvio Marchese Fulvio Marchese
ASSET ALLOCATION
Stocks 45% 45%
Fixed Income 45% 45%
Commodities 10% 10%
PERFORMANCES
Annualized Return (%) 3.34 3.41
Infl. Adjusted (%) 1.63 1.70
DRAWDOWN
Deepest Drawdown Depth (%) -9.59 -9.66
Start to Recovery (months) 5* 4*
Longest Drawdown Depth (%) -9.59 -9.66
Start to Recovery (months) 5* 4*
Longest Negative Period (months) 8* 9
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 9.91 10.19
Sharpe Ratio -0.13 -0.12
Sortino Ratio -0.18 -0.16
Ulcer Index 4.33 4.41
Ratio: Return / Standard Deviation 0.34 0.33
Ratio: Return / Deepest Drawdown 0.35 0.35
Metrics calculated over the period 1 July 2024 - 30 June 2025
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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Author Fulvio Marchese Fulvio Marchese
ASSET ALLOCATION
Stocks 45% 45%
Fixed Income 45% 45%
Commodities 10% 10%
PERFORMANCES
Annualized Return (%) 7.45 7.08
Infl. Adjusted (%) 3.30 2.94
DRAWDOWN
Deepest Drawdown Depth (%) -9.59 -9.68
Start to Recovery (months) 5* 24
Longest Drawdown Depth (%) -9.17 -9.68
Start to Recovery (months) 24 24
Longest Negative Period (months) 24 24
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 8.20 8.58
Sharpe Ratio 0.58 0.51
Sortino Ratio 0.84 0.72
Ulcer Index 3.50 3.61
Ratio: Return / Standard Deviation 0.91 0.83
Ratio: Return / Deepest Drawdown 0.78 0.73
Metrics calculated over the period 1 July 2020 - 30 June 2025
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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Author Fulvio Marchese Fulvio Marchese
ASSET ALLOCATION
Stocks 45% 45%
Fixed Income 45% 45%
Commodities 10% 10%
PERFORMANCES
Annualized Return (%) 7.49 7.30
Infl. Adjusted (%) 4.87 4.68
DRAWDOWN
Deepest Drawdown Depth (%) -9.59 -9.68
Start to Recovery (months) 5* 24
Longest Drawdown Depth (%) -9.17 -9.68
Start to Recovery (months) 24 24
Longest Negative Period (months) 24 24
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 8.17 8.63
Sharpe Ratio 0.69 0.63
Sortino Ratio 1.00 0.89
Ulcer Index 3.36 3.52
Ratio: Return / Standard Deviation 0.92 0.85
Ratio: Return / Deepest Drawdown 0.78 0.75
Metrics calculated over the period 1 July 2015 - 30 June 2025
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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Author Fulvio Marchese Fulvio Marchese
ASSET ALLOCATION
Stocks 45% 45%
Fixed Income 45% 45%
Commodities 10% 10%
PERFORMANCES
Annualized Return (%) 8.43 8.38
Infl. Adjusted (%) 6.27 6.22
DRAWDOWN
Deepest Drawdown Depth (%) -26.33 -26.33
Start to Recovery (months) 112 112
Longest Drawdown Depth (%) -26.33 -26.33
Start to Recovery (months) 112 112
Longest Negative Period (months) 115 115
RISK INDICATORS
Standard Deviation (%) 9.67 9.80
Sharpe Ratio 0.64 0.62
Sortino Ratio 0.90 0.88
Ulcer Index 8.58 8.59
Ratio: Return / Standard Deviation 0.87 0.86
Ratio: Return / Deepest Drawdown 0.32 0.32
Metrics calculated over the period 1 July 1995 - 30 June 2025
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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Author Fulvio Marchese Fulvio Marchese
ASSET ALLOCATION
Stocks 45% 45%
Fixed Income 45% 45%
Commodities 10% 10%
PERFORMANCES
Annualized Return (%) 8.87 8.68
Infl. Adjusted (%) 6.04 5.86
DRAWDOWN
Deepest Drawdown Depth (%) -26.33 -26.33
Start to Recovery (months) 112 112
Longest Drawdown Depth (%) -26.33 -26.33
Start to Recovery (months) 112 112
Longest Negative Period (months) 115 115
RISK INDICATORS
Standard Deviation (%) 10.46 10.36
Sharpe Ratio 0.45 0.44
Sortino Ratio 0.64 0.62
Ulcer Index 7.36 7.39
Ratio: Return / Standard Deviation 0.85 0.84
Ratio: Return / Deepest Drawdown 0.34 0.33
Metrics calculated over the period 1 August 1953 - 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 August 1953 - 30 June 2025 (~72 years)
30 Years
(1995/07 - 2025/06)

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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-26.33 112 Nov 2000
Feb 2010
-26.33 112 Nov 2000
Feb 2010
-10.78 7 Jul 1998
Jan 1999
-10.78 7 Jul 1998
Jan 1999
-9.68 24 Jan 2022
Dec 2023
-9.66 4* Mar 2025
In progress
-9.59 5* Feb 2025
In progress
-9.17 24 Jan 2022
Dec 2023
-7.98 18 Mar 2017
Aug 2018
-7.97 4 Feb 2020
May 2020
-7.94 8 Apr 2015
Nov 2015
-7.92 8 Apr 2015
Nov 2015
-7.89 18 Mar 2017
Aug 2018
-6.44 5 Feb 2020
Jun 2020
-6.31 6 Aug 1997
Jan 1998

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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-26.33 112 Nov 2000
Feb 2010
-26.33 112 Nov 2000
Feb 2010
-25.68 49 Mar 1985
Mar 1989
-25.68 49 Mar 1985
Mar 1989
-24.89 21 Sep 1989
May 1991
-24.89 21 Sep 1989
May 1991
-19.96 30 Jan 1973
Jun 1975
-19.96 35 Jan 1973
Nov 1975
-15.39 23 Jul 1977
May 1979
-15.03 25 Dec 1968
Dec 1970
-15.03 25 Dec 1968
Dec 1970
-14.28 22 Feb 1994
Nov 1995
-14.28 22 Feb 1994
Nov 1995
-11.27 27 Jan 1977
Mar 1979
-11.11 8 Mar 1992
Oct 1992

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 August 1953 - 30 June 2025 (~72 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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In Saecula Saeculorum European ETF In Saecula Saeculorum To EUR
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -5.04 -9.59 -5.55 -9.66
2024
 21.35 -1.07 20.49 -2.14
2023
 11.68 -2.36 12.61 -2.68
2022
 -9.17 -9.17 -9.68 -9.68
2021
 20.39 -0.93 18.31 -1.13
2020
 4.91 -6.44 6.38 -7.97
2019
 23.52 -1.23 22.91 -1.67
2018
 1.43 -4.22 1.70 -4.57
2017
 -1.16 -7.09 -1.48 -7.68
2016
 10.56 -1.78 11.35 -1.15
2015
 10.57 -7.94 10.56 -7.92
2014
 23.85 -0.23 23.30 -0.26
2013
 6.24 -3.83 6.29 -3.70
2012
 8.31 -4.02 8.33 -3.97
2011
 9.48 -4.50 9.68 -4.19
2010
 22.33 -4.45 22.29 -4.47
2009
 13.00 -5.64 12.67 -5.14
2008
 -7.87 -10.25 -7.68 -10.37
2007
 -1.68 -5.14 -1.54 -5.07
2006
 -0.56 -6.50 -0.54 -6.50
2005
 20.74 -1.42 20.74 -1.42
2004
 0.24 -4.76 0.24 -4.76
2003
 -1.17 -5.51 -1.17 -5.51
2002
 -16.20 -19.30 -16.20 -19.30
2001
 4.10 -10.53 4.10 -10.53
2000
 7.60 -10.81 7.60 -10.81
1999
 27.05 -5.06 27.05 -5.06
1998
 8.10 -10.78 8.10 -10.78
1997
 32.55 -6.31 32.55 -6.31
1996
 11.92 -5.37 11.92 -5.37
1995
 20.73 -2.71 20.73 -2.71
1994
 -11.47 -14.28 -11.47 -14.28
1993
 20.86 -4.22 20.86 -4.22
1992
 18.41 -11.11 18.41 -11.11
1991
 24.28 -5.68 24.28 -5.68
1990
 -12.35 -17.64 -12.35 -17.64
1989
 17.35 -8.81 17.35 -8.81
1988
 22.46 -6.92 22.46 -6.92
1987
 -14.91 -22.72 -14.91 -22.72
1986
 -3.61 -11.10 -3.61 -11.10
1985
 0.39 -11.69 0.39 -11.69
1984
 22.46 -8.99 22.46 -8.99
1983
 31.89 -1.91 31.89 -1.91
1982
 40.72 -0.74 40.72 -0.74
1981
 16.70 -7.99 16.70 -7.99
1980
 29.35 -5.12 29.35 -5.12
1979
 23.05 -5.88 16.53 -4.09
1978
 -1.98 -9.11 -3.78 -15.23
1977
 -5.32 -5.95 -4.54 -4.72
1976
 20.66 -2.52 19.83 -0.78
1975
 31.13 -7.61 25.96 -0.44
1974
 -12.71 -19.55 -12.71 -19.55
1973
 -5.83 -16.33 -5.83 -16.33
1972
 12.07 -0.93 12.07 -0.93
1971
 6.27 -5.47 6.27 -5.47
1970
 9.75 -9.53 9.75 -9.53
1969
 -6.46 -8.37 -6.46 -8.37
1968
 10.79 -2.32 10.79 -2.32
1967
 12.87 -2.34 12.87 -2.34
1966
 -1.39 -7.76 -1.39 -7.76
1965
 7.09 -1.71 7.09 -1.71
1964
 9.15 -0.54 9.15 -0.54
1963
 10.24 -1.38 10.24 -1.38
1962
 -1.86 -9.34 -1.86 -9.34
1961
 11.09 -1.70 11.09 -1.70
1960
 5.88 -2.65 5.88 -2.65
1959
 5.20 -3.12 5.20 -3.12
1958
 24.41 -0.43 24.41 -0.43
1957
 4.14 -3.66 4.14 -3.66
1956
 2.81 -4.16 2.81 -4.16
1955
 12.15 -0.95 12.15 -0.95
1954
 23.37 -2.03 23.37 -2.03
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