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.

$7,967$10,000$10,0262011-04-292012-03-13

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%
Recovery5.3 months
Purchasing-power ratio1.00×
Ulcer index9.6
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.

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The link above prefills the allocation. Adjust weights, costs, and windows from there. Sources and formulas: methodology.

Educational estimates, not financial advice