HomePortfolios80% BNP Paribas Easy MSCI ACWI SRI S-Series ETF + 20% Euro-Staatsanleihen

80% BNP Paribas Easy MSCI ACWI SRI S-Series ETF + 20% Euro-Staatsanleihen

Created byuser-kofyg6
Optimize
Annual Rebalancing
EUR
Moderate Risk
2.1yr backtest

Performance Summary

Total Return+23.14%
Annualized Return+10.58%
Volatility+12.13%
Sharpe Ratio0.71
Max Drawdown+13.31%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Bonds 20.0%
Holdings Details
A diversified ESG portfolio of 80% global equity and 20% European government bond ETFs for sustainable, balanced growth.
AssetTypeAllocationTER
PAACE.PA
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc • IE0004HBJKG0
ETF
80.0%0.22%
ASRE.XETRA
BNP Paribas Easy JPM ESG EMU Government Bond IG 3-5Y UCITS ETF (Acc) • LU2244387457
ETF
20.0%0.15%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,313.62
Histogram of Monthly Returns
The portfolio had a positive return during 16 of the 26 months (62%)
Monthly Returns Heatmap
Best month: +7.2% • Worst month: -6.0% • Best year: 2026 (+11.7%) • Worst year: 2025 (+0.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.7%+1.0%-4.8%+7.2%+2.5%+3.9%-0.0%-----+11.7%
2025+2.0%-0.3%-6.0%-3.9%+4.6%-0.7%+3.7%-0.1%+0.3%+2.0%-0.4%-0.4%+0.3%
2024-----+1.4%+0.8%+1.1%-0.2%+3.3%+0.3%+2.8%+9.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +13.31% • The longest drawdown period lasted for 11 months and was between February 2025 and January 2026. It reached a trough of -13.3%.

Detailed Metrics

Returns
Total Return
+23.14%
Annualized Return
+10.58%
Avg Monthly Return
+0.84%
Risk
Volatility (Annual)
+12.13%
Max Drawdown
+13.31%
Positive Months
62%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
0.71
Risk-free rate: 2.0%
Sortino Ratio
0.69
Downside risk adjusted
Return/Volatility
0.87
Calmar Ratio
0.79
Return/Max Drawdown
Ulcer Index
3.60
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,313.62
Backtest Period
2024-06-07 to 2026-07-03
2.1 years
Rebalancing
annual
Base Currency
EUR