HomePortfolios70 WPEA - 18 PAEEM - 12 GUARD

70 WPEA - 18 PAEEM - 12 GUARD

World + Emerging + European defense

Created byuser-hmsie7
Annual Rebalancing
EUR
Moderate Risk
0.8yr backtest

Performance Summary

Total Return+12.49%
Annualized Return+14.87%
Volatility+11.63%
Sharpe Ratio1.11
Max Drawdown+7.61%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
This globally diversified ETF portfolio for EUR investors combines MSCI World, Emerging Markets ESG, and European defense themes.
AssetTypeAllocationTER
WPEA.PA
iShares MSCI World Swap PEA UCITS ETF EUR (Acc) • IE0002XZSHO1
ETF
70.0%0.2%
PAEEM.PA
Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020
ETF
18.0%0.3%
GUARD.PA
BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Acc • LU3047998896
ETF
12.0%0.18%
Total100.0%0.22%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,248.52
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 12 months (67%)
Monthly Returns Heatmap
Best month: +4.3% • Worst month: -6.3% • Best year: 2025 (+11.6%) • Worst year: 2026 (+0.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.9%+2.1%-6.3%+2.4%--------+0.8%
2025-----0.3%+1.3%+3.9%-0.5%+4.3%+3.3%-1.6%+0.7%+11.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.61% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -4.4%.

Detailed Metrics

Returns
Total Return
+12.49%
Annualized Return
+14.87%
Avg Monthly Return
+1.02%
Risk
Volatility (Annual)
+11.63%
Max Drawdown
+7.61%
Positive Months
67%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
1.11
Risk-free rate: 2.0%
Sortino Ratio
1.04
Downside risk adjusted
Return/Volatility
1.28
Calmar Ratio
1.95
Return/Max Drawdown
Ulcer Index
1.96
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,248.52
Backtest Period
2025-05-27 to 2026-04-02
0.8 years
Rebalancing
annual
Base Currency
EUR