How an all-equity portfolio fared in the eurozone debt crisis
All equities: 100% equities · quarterly rebalance · physical costs on (coins) · window 2011-04-29 to 2012-03-13 · computed 2026-07-13 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000.
| Total return (real) | +0.3% |
|---|---|
| Total return (nominal) | +2.4% |
| CAGR (real) | +0.3% |
| Max drawdown (real) | −20.3% |
| Recovery | 5.3 months |
| Purchasing-power ratio | 1.00× |
| Ulcer index | 9.6 |
| Worst calendar year | — |
| Physical costs paid | $0 |
| Liquidation value | $10,237 |
A $10,000 stake in an all-equity portfolio (100% equities, rebalanced quarterly, physical costs on coins applied) entering the eurozone debt crisis would have ended the window worth $10,026 in real, CPI-deflated terms: a real return of +0.3%. Along the way it fell at most 20.3% from its peak (5.3 months), with an ulcer index of 9.6. This allocation carries no physical sleeves, so no ownership costs applied.
Open this portfolio in the stress-tester More scenarios
The link above prefills the allocation. Adjust weights, costs, and windows from there. Sources and formulas: methodology.
Educational estimates, not financial advice