Home Portfolios10y ETF portfolio

10y ETF portfolio

Created byuser-x1yoz2

None Rebalancing

EUR

Moderate Risk

Multi-currency

1.3yr backtest

Performance Summary

Total Return+37.36%

Annualized Return+27.39%

Volatility+13.50%

Sharpe Ratio1.88

Max Drawdown+12.79%

Holdings

Asset Allocation

Asset Class

Equity 76.0%Commodities 10.0%Precious Metals 9.0%Bonds 5.0%

Holdings Details

A diversified ETF portfolio blending global equities, commodities, gold, and bonds for broad market exposure and balanced growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	20.0%	0.07%
EUNK.XETRA iShares Core MSCI Europe UCITS ETF EUR (Acc) • IE00B4K48X80	IE00B4K48X80	Acc	ETF	13.0%	0.12%
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	11.0%	0.18%
EUDF.XETRA WisdomTree Europe Defence UCITS ETF EUR Unhedged Acc • IE0002Y8CX98	IE0002Y8CX98	Acc	ETF	10.0%	0.4%
CMOD.LSE Invesco Bloomberg Commodity UCITS ETF Acc • IE00BD6FTQ80	IE00BD6FTQ80	Acc	ETF	10.0%	0.19%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	9.0%	0.12%
EUNN.XETRA iShares Core MSCI Japan IMI UCITS ETF • IE00B4L5YX21	IE00B4L5YX21	Acc	ETF	7.0%	0.12%
JEDI.XETRA VanEck Space Innovators UCITS ETF • IE000YU9K6K2	IE000YU9K6K2	Acc	ETF	5.0%	0.55%
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31	IE00BF4RFH31	Acc	ETF	5.0%	0.35%
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35	IE00BDBRDM35	Acc	ETF	5.0%	0.1%
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91	IE00BM67HM91	Acc	ETF	5.0%	0.25%
Total		Total			100.0%	0.19%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,735.92

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 17 months (76%)

Monthly Returns Heatmap

Best month: +7.2% • Worst month: -3.9% • Best year: 2025 (+18.5%) • Worst year: 2026 (+15.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+7.2%	+2.7%	-3.3%	+5.4%	+6.1%	-3.9%	+1.4%	-	-	-	-	-	+15.9%
2025	-	-	+1.9%	-3.1%	+4.9%	+1.1%	+2.8%	+0.9%	+4.5%	+3.5%	-1.2%	+2.1%	+18.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +12.79% • The longest drawdown period lasted for 2 months and was between October 2025 and December 2025. It reached a trough of -3.9%.

Detailed Metrics

Returns

Total Return

+37.36%

Annualized Return

+27.39%

Avg Monthly Return

+1.94%

Risk

Volatility (Annual)

+13.50%

Max Drawdown

+12.79%

Positive Months

76%

Average Drawdown

-1.9%

Risk-Adjusted

Sharpe Ratio

1.88

Risk-free rate: 2.0%

Sortino Ratio

1.79

Downside risk adjusted

Return/Volatility

2.03

Calmar Ratio

2.14

Return/Max Drawdown

Ulcer Index

2.53

Drawdown depth & duration

Martin Ratio

0.10

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,735.92

Backtest Period

2025-03-11 to 2026-07-03
1.3 years

Rebalancing

none

Base Currency

EUR