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3 ETF

Created byuser-q81ecy

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Monthly Rebalancing

USD

Moderate Risk

2.2yr backtest

Performance Summary

Total Return+48.98%

Annualized Return+19.96%

Volatility+14.11%

Sharpe Ratio1.27

Max Drawdown+15.23%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity ETF portfolio with 50% US, 35% developed ex-US, and 15% emerging markets for broad growth exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
CSPX.LSE iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	50.0%	0.07%
EXUS.LSE Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	35.0%	0.15%
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	15.0%	0.18%
Total		Total			100.0%	0.11%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $14,898.18

Histogram of Monthly Returns

The portfolio had a positive return during 21 of the 27 months (78%)

Monthly Returns Heatmap

Best month: +10.5% • Worst month: -8.3% • Best year: 2025 (+24.7%) • Worst year: 2026 (+8.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.1%	+2.1%	-8.3%	+10.5%	+2.1%	-	-	-	-	-	-	-	+8.9%
2025	+3.6%	-1.4%	-2.9%	+1.2%	+6.1%	+4.5%	+1.4%	+2.3%	+3.1%	+2.5%	+0.3%	+1.8%	+24.7%
2024	-	-	+2.4%	-2.6%	+2.8%	+3.1%	+1.4%	+1.9%	+2.6%	-2.6%	+2.7%	-2.0%	+9.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.23% • The longest drawdown period lasted for 2 months and was between February 2025 and May 2025. It reached a trough of -15.2%.

Detailed Metrics

Returns

Total Return

+48.98%

Annualized Return

+19.96%

Avg Monthly Return

+1.54%

Risk

Volatility (Annual)

+14.11%

Max Drawdown

+15.23%

Positive Months

78%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

1.27

Risk-free rate: 2.0%

Sortino Ratio

1.25

Downside risk adjusted

Return/Volatility

1.41

Calmar Ratio

1.31

Return/Max Drawdown

Ulcer Index

2.75

Drawdown depth & duration

Martin Ratio

0.07

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$14,898.18

Backtest Period

2024-03-06 to 2026-05-15
2.2 years

Rebalancing

monthly

Base Currency

USD