Technology To EUR Portfolio vs Value Stock Geek Weird Portfolio To EUR Bond Hedged Portfolio Comparison

Simulation Settings
Period: January 1972 - June 2025 (~54 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
(1972/01 - 2025/06)
Inflation Adjusted:
Technology To EUR Portfolio
1.00€
Invested Capital
July 1995
42.72€
Final Capital
June 2025
13.33%
Yearly Return
25.42%
Std Deviation
-81.66%
Max Drawdown
213months
Recovery Period
1.00€
Invested Capital
July 1995
23.35€
Final Capital
June 2025
11.07%
Yearly Return
25.42%
Std Deviation
-84.29%
Max Drawdown
236months
Recovery Period
1.00€
Invested Capital
January 1972
437.65€
Final Capital
June 2025
12.04%
Yearly Return
24.23%
Std Deviation
-81.66%
Max Drawdown
213months
Recovery Period
1.00€
Invested Capital
January 1972
101.54€
Final Capital
June 2025
9.02%
Yearly Return
24.23%
Std Deviation
-84.29%
Max Drawdown
236months
Recovery Period
Value Stock Geek Weird Portfolio To EUR Bond Hedged
1.00€
Invested Capital
July 1995
9.91€
Final Capital
June 2025
7.95%
Yearly Return
9.25%
Std Deviation
-24.96%
Max Drawdown
33months
Recovery Period
1.00€
Invested Capital
July 1995
5.42€
Final Capital
June 2025
5.79%
Yearly Return
9.25%
Std Deviation
-28.64%
Max Drawdown
39months
Recovery Period
1.00€
Invested Capital
January 1972
138.84€
Final Capital
June 2025
9.66%
Yearly Return
10.18%
Std Deviation
-24.96%
Max Drawdown
33months
Recovery Period
1.00€
Invested Capital
January 1972
32.21€
Final Capital
June 2025
6.71%
Yearly Return
10.18%
Std Deviation
-28.64%
Max Drawdown
39months
Recovery Period

As of June 2025, in the previous 30 Years, the Technology To EUR Portfolio obtained a 13.33% compound annual return, with a 25.42% standard deviation. It suffered a maximum drawdown of -81.66% that required 213 months to be recovered.

As of June 2025, in the previous 30 Years, the Value Stock Geek Weird Portfolio To EUR Bond Hedged obtained a 7.95% compound annual return, with a 9.25% standard deviation. It suffered a maximum drawdown of -24.96% that required 33 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.

Technology To EUR Portfolio
Weight
(%)		 Ticker Name
100.00
SXRV.DE
iShares Nasdaq 100
Value Stock Geek Weird Portfolio To EUR Bond Hedged
Weight
(%)		 Ticker Name
40.00
IS3S.DE
iShares Edge MSCI World Value Factor
20.00
IQQ7.DE
iShares US Property Yield
20.00
IUSV.DE
iShares USD Treasury Bond 20+yr EUR Hedged
20.00
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
(1972/01 - 2025/06)
Inflation Adjusted:
Swipe left to see all data
Initial Amount € Final Amount € Total Return (%) Annualized (%)
Technology To EUR
 1 € 42.72 € 4 172.42% 13.33%
Value Stock Geek Weird Portfolio To EUR Bond Hedged
Value Stock Geek 		1 € 9.91 € 891.30% 7.95%
Jul 1995 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Technology To EUR
 1 € 23.35 € 2 235.40% 11.07%
Value Stock Geek Weird Portfolio To EUR Bond Hedged
Value Stock Geek 		1 € 5.42 € 441.86% 5.79%
Jul 1995 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Technology To EUR
 1 € 437.65 € 43 664.63% 12.04%
Value Stock Geek Weird Portfolio To EUR Bond Hedged
Value Stock Geek 		1 € 138.84 € 13 784.12% 9.66%
Jan 1972 Jun 2025

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Initial Amount € Final Amount € Total Return (%) Annualized (%)
Technology To EUR
 1 € 101.54 € 10 053.88% 9.02%
Value Stock Geek Weird Portfolio To EUR Bond Hedged
Value Stock Geek 		1 € 32.21 € 3 121.27% 6.71%
Jan 1972 Jun 2025

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Return (%) as of Jun 30, 2025
YTD
(6M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~54Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		-5.21 2.68 -5.21 4.17 16.95 17.77 13.33 12.04
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_value_stock_geek.webp Weird Portfolio • Bond Hedged
Value Stock Geek 		1.68 -1.12 1.68 7.84 6.60 5.32 7.95 9.66
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 January 1972 - 30 June 2025 (~54 years)
1 Year
5 Years
10 Years
30 Years
All (1972/01 - 2025/06)
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Technology To EUR Weird Portfolio To EUR Bond Hedged
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 4.17 7.84
Infl. Adjusted (%) 2.45 6.06
DRAWDOWN
Deepest Drawdown Depth (%) -18.55 -5.02
Start to Recovery (months) 5* 4*
Longest Drawdown Depth (%) -18.55 -5.02
Start to Recovery (months) 5* 4*
Longest Negative Period (months) 10 7*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 19.31 8.71
Sharpe Ratio -0.02 0.37
Sortino Ratio -0.03 0.49
Ulcer Index 8.07 2.49
Ratio: Return / Standard Deviation 0.22 0.90
Ratio: Return / Deepest Drawdown 0.23 1.56
Metrics calculated over the period 1 July 2024 - 30 June 2025
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Technology To EUR Weird Portfolio To EUR Bond Hedged
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 16.95 6.60
Infl. Adjusted (%) 12.43 2.48
DRAWDOWN
Deepest Drawdown Depth (%) -30.05 -11.95
Start to Recovery (months) 23 24
Longest Drawdown Depth (%) -30.05 -11.95
Start to Recovery (months) 23 24
Longest Negative Period (months) 24 29
RISK INDICATORS
Standard Deviation (%) 19.23 8.83
Sharpe Ratio 0.74 0.44
Sortino Ratio 1.03 0.62
Ulcer Index 10.63 4.88
Ratio: Return / Standard Deviation 0.88 0.75
Ratio: Return / Deepest Drawdown 0.56 0.55
Metrics calculated over the period 1 July 2020 - 30 June 2025
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Technology To EUR Weird Portfolio To EUR Bond Hedged
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 17.77 5.32
Infl. Adjusted (%) 14.90 2.75
DRAWDOWN
Deepest Drawdown Depth (%) -30.05 -11.95
Start to Recovery (months) 23 24
Longest Drawdown Depth (%) -30.05 -11.95
Start to Recovery (months) 23 24
Longest Negative Period (months) 24 29
RISK INDICATORS
Standard Deviation (%) 18.18 8.74
Sharpe Ratio 0.88 0.40
Sortino Ratio 1.21 0.56
Ulcer Index 8.42 4.49
Ratio: Return / Standard Deviation 0.98 0.61
Ratio: Return / Deepest Drawdown 0.59 0.44
Metrics calculated over the period 1 July 2015 - 30 June 2025
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Technology To EUR Weird Portfolio To EUR Bond Hedged
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 13.33 7.95
Infl. Adjusted (%) 11.07 5.79
DRAWDOWN
Deepest Drawdown Depth (%) -81.66 -24.96
Start to Recovery (months) 213 33
Longest Drawdown Depth (%) -81.66 -24.96
Start to Recovery (months) 213 33
Longest Negative Period (months) 216 46
RISK INDICATORS
Standard Deviation (%) 25.42 9.25
Sharpe Ratio 0.44 0.61
Sortino Ratio 0.60 0.83
Ulcer Index 47.74 5.83
Ratio: Return / Standard Deviation 0.52 0.86
Ratio: Return / Deepest Drawdown 0.16 0.32
Metrics calculated over the period 1 July 1995 - 30 June 2025
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Technology To EUR Weird Portfolio To EUR Bond Hedged
Author Value Stock Geek
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 12.04 9.66
Infl. Adjusted (%) 9.02 6.71
DRAWDOWN
Deepest Drawdown Depth (%) -81.66 -24.96
Start to Recovery (months) 213 33
Longest Drawdown Depth (%) -81.66 -24.96
Start to Recovery (months) 213 33
Longest Negative Period (months) 216 65
RISK INDICATORS
Standard Deviation (%) 24.23 10.18
Sharpe Ratio 0.32 0.52
Sortino Ratio 0.43 0.72
Ulcer Index 38.57 6.23
Ratio: Return / Standard Deviation 0.50 0.95
Ratio: Return / Deepest Drawdown 0.15 0.39
Metrics calculated over the period 1 January 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 January 1972 - 30 June 2025 (~54 years)
30 Years
(1995/07 - 2025/06)

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Technology To EUR Weird Portfolio To EUR Bond Hedged
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.66 213 Apr 2000
Dec 2017
-30.05 23 Jan 2022
Nov 2023
-24.96 33 Jun 2007
Feb 2010
-18.72 4 Aug 1998
Nov 1998
-18.55 5* Feb 2025
In progress
-18.29 24 Apr 2002
Mar 2004
-16.15 8 Sep 2018
Apr 2019
-13.51 7 Aug 1997
Feb 1998
-13.04 13 Apr 1998
Apr 1999
-12.51 4 Feb 1997
May 1997
-11.95 24 Apr 2022
Mar 2024
-11.41 14 Feb 2020
Mar 2021
-11.13 16 Apr 2015
Jul 2016
-10.84 4 Jun 1996
Sep 1996
-10.80 3 Feb 2020
Apr 2020

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Technology To EUR Weird Portfolio To EUR Bond Hedged
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.66 213 Apr 2000
Dec 2017
-61.70 91 Jan 1973
Jul 1980
-40.77 21 Sep 1987
May 1989
-39.95 19 Sep 1989
Mar 1991
-30.05 23 Jan 2022
Nov 2023
-25.36 15 Jun 1986
Aug 1987
-25.04 9 Mar 1992
Nov 1992
-24.96 33 Jun 2007
Feb 2010
-22.19 30 Sep 1989
Feb 1992
-20.42 19 Jul 1983
Jan 1985
-19.39 15 Mar 1985
May 1986
-19.05 16 Feb 1994
May 1995
-18.72 4 Aug 1998
Nov 1998
-18.55 5* Feb 2025
In progress
-18.36 21 Aug 1987
Apr 1989

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 January 1972 - 30 June 2025 (~54 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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Technology To EUR Weird Portfolio To EUR Bond Hedged
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -5.21 -18.55 1.68 -5.02
2024
 33.75 -5.31 11.77 -3.59
2023
 50.96 -5.35 9.32 -5.96
2022
 -30.05 -30.05 -10.96 -11.95
2021
 39.34 -3.21 22.51 -1.03
2020
 34.48 -10.80 -2.60 -11.41
2019
 42.90 -6.74 20.17 -1.36
2018
 3.03 -16.15 -4.62 -5.35
2017
 15.81 -3.56 2.56 -5.36
2016
 9.96 -12.04 8.74 -2.72
2015
 21.87 -10.44 5.07 -11.13
2014
 37.26 -4.37 24.60 -1.02
2013
 32.30 -3.71 -2.37 -7.27
2012
 13.01 -9.83 9.16 -2.94
2011
 5.73 -14.50 11.13 -2.62
2010
 4.01 -23.50 23.99 -2.04
2009
 51.03 -4.42 19.49 -8.68
2008
 -39.19 -39.19 -14.18 -15.80
2007
 7.68 -7.72 -1.04 -5.17
2006
 -3.86 -15.93 10.38 -4.05
2005
 16.28 -7.71 23.63 -2.20
2004
 2.63 -9.86 9.42 -4.65
2003
 24.85 -8.57 8.25 -5.60
2002
 -46.86 -53.19 -8.55 -13.59
2001
 -29.49 -53.70 3.68 -7.86
2000
 -31.70 -45.91 11.78 -3.59
1999
 134.98 -6.69 17.98 -3.69
1998
 73.73 -18.72 -1.04 -13.04
1997
 37.61 -13.51 18.36 -6.23
1996
 45.26 -10.84 16.18 -3.61
1995
 36.87 -3.11 8.95 -5.72
1994
 -7.92 -19.05 -10.98 -14.00
1993
 19.69 -9.90 31.73 -2.89
1992
 20.81 -25.04 9.60 -9.82
1991
 68.71 -7.19 16.21 -5.50
1990
 -21.89 -35.28 -14.81 -17.61
1989
 24.22 -10.59 11.13 -5.56
1988
 26.89 -14.77 14.37 -4.58
1987
 -9.55 -40.77 -8.43 -18.36
1986
 -11.36 -25.36 6.10 -5.02
1985
 8.37 -19.39 7.00 -6.58
1984
 2.56 -15.93 16.40 -7.29
1983
 42.17 -9.98 28.28 -2.27
1982
 31.80 -4.46 27.16 -4.72
1981
 15.50 -16.58 3.38 -11.92
1980
 48.00 -13.91 30.75 -7.95
1979
 26.71 -10.49 47.36 -4.44
1978
 2.18 -18.61 4.21 -10.04
1977
 0.00 -5.14 10.54 -0.92
1976
 28.66 -3.27 19.59 -2.34
1975
 42.96 -14.58 21.80 -5.31
1974
 -40.20 -44.57 -2.98 -15.97
1973
 -35.37 -37.20 -0.79 -11.02
1972
 15.04 -3.52 37.09 -0.36
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