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Dimitar Yankov

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None Rebalancing

EUR

Moderate Risk

2.3yr backtest

Performance Summary

Total Return+32.04%

Annualized Return+13.06%

Volatility+10.54%

Sharpe Ratio1.05

Max Drawdown+16.08%

Holdings

Asset Allocation

Asset Class

Equity 75.0%Bonds 25.0%

Holdings Details

Diversified ETF portfolio blending 75% global equities and 25% bonds for balanced, long-term growth across US, international, and emerging markets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087	IE00B5BMR087	Acc	ETF	41.0%	0.07%
VAGF.XETRA Vanguard Global Aggregate Bond UCITS ETF EUR Hedged Accumulating • IE00BG47KH54	IE00BG47KH54	Acc	ETF	25.0%	0.08%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	22.0%	0.15%
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733	IE00BK5BR733	Acc	ETF	9.0%	0.17%
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31	IE00BF4RFH31	Acc	ETF	3.0%	0.35%
Total		Total			100.0%	0.11%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,204.12

Histogram of Monthly Returns

The portfolio had a positive return during 20 of the 28 months (71%)

Monthly Returns Heatmap

Best month: +6.3% • Worst month: -5.3% • Best year: 2024 (+11.9%) • Worst year: 2025 (+7.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.0%	+1.7%	-4.7%	+6.3%	+4.0%	+1.1%	-	-	-	-	-	-	+9.5%
2025	+3.3%	-1.3%	-5.3%	-2.8%	+4.3%	+0.7%	+3.4%	+0.0%	+2.3%	+3.3%	-0.1%	+0.3%	+7.8%
2024	-	-	+2.2%	-1.6%	+1.1%	+3.5%	+0.7%	-0.0%	+1.7%	+0.0%	+4.9%	-1.0%	+11.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +16.08% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -16.1%.

Detailed Metrics

Returns

Total Return

+32.04%

Annualized Return

+13.06%

Avg Monthly Return

+1.03%

Risk

Volatility (Annual)

+10.54%

Max Drawdown

+16.08%

Positive Months

71%

Average Drawdown

-2.4%

Risk-Adjusted

Sharpe Ratio

1.05

Risk-free rate: 2.0%

Sortino Ratio

0.99

Downside risk adjusted

Return/Volatility

1.24

Calmar Ratio

0.81

Return/Max Drawdown

Ulcer Index

3.34

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,204.12

Backtest Period

2024-03-14 to 2026-06-19
2.3 years

Rebalancing

none

Base Currency

EUR