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ACC2

Created byuser-xsvckd

Monthly Rebalancing

EUR

Moderate Risk

0.7yr backtest

Performance Summary

Total Return+18.84%

Annualized Return+28.42%

Volatility+11.31%

Sharpe Ratio2.34

Max Drawdown+6.01%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity portfolio with 100% ETF allocation to worldwide markets, US tech, and quality dividend stocks for growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66	IE00B3YLTY66	Acc	ETF	35.0%	0.17%
LDGA.XETRA L&G Global Quality Dividends UCITS ETF USD Acc • IE000MRIQ479	IE000MRIQ479	Acc	ETF	35.0%	0.29%
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19	IE00B53SZB19	Acc	ETF	30.0%	0.3%
Total		Total			100.0%	0.25%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,883.66

Histogram of Monthly Returns

The portfolio had a positive return during 7 of the 9 months (78%)

Monthly Returns Heatmap

Best month: +9.0% • Worst month: -5.3% • Best year: 2026 (+14.6%) • Worst year: 2025 (+3.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.1%	+2.1%	-5.3%	+9.0%	+6.2%	+2.0%	-1.9%	-	-	-	-	-	+14.6%
2025	-	-	-	-	-	-	-	-	-	-	+3.0%	+0.7%	+3.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +6.01% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.0%.

Detailed Metrics

Returns

Total Return

+18.84%

Annualized Return

+28.42%

Avg Monthly Return

+2.01%

Risk

Volatility (Annual)

+11.31%

Max Drawdown

+6.01%

Positive Months

78%

Average Drawdown

-1.3%

Risk-Adjusted

Sharpe Ratio

2.34

Risk-free rate: 2.0%

Sortino Ratio

2.56

Downside risk adjusted

Return/Volatility

2.51

Calmar Ratio

4.73

Return/Max Drawdown

Ulcer Index

1.64

Drawdown depth & duration

Martin Ratio

0.16

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,883.66

Backtest Period

2025-11-21 to 2026-07-31
0.7 years

Rebalancing

monthly

Base Currency

EUR