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all cap

Created byuser-482xia

None Rebalancing

EUR

High Risk

Multi-currency

1.4yr backtest

Performance Summary

Total Return+48.64%

Annualized Return+32.68%

Volatility+25.03%

Sharpe Ratio1.23

Max Drawdown+15.74%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A 100% U.S. equity momentum ETF portfolio focused on capturing growth through leading market trends.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
FMTM.US MarketDesk Focused U.S. Momentum ETF • US02072Q7622	US02072Q7622	Dist	ETF	100.0%	0.35%
Total		Total			100.0%	0.35%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €14,864.15

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 18 months (72%)

Monthly Returns Heatmap

Best month: +12.2% • Worst month: -12.8% • Best year: 2026 (+26.2%) • Worst year: 2025 (+17.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+7.6%	+7.0%	-4.7%	+12.2%	+3.4%	+9.6%	-12.8%	+3.7%	-	-	-	-	+26.2%
2025	-	-	+1.4%	-5.3%	+1.8%	-0.8%	+3.7%	+0.3%	+8.6%	+6.7%	+1.7%	-0.9%	+17.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.74% • The longest drawdown period lasted for 4 months and was between March 2025 and July 2025. It reached a trough of -11.6%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (100.0% of total allocation)

Total Dividends Received

€34.57

1 payment

Dividend Yield

0.21%

(annualized)

Avg Per Payment

€34.57

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown

Dividend income per calendar year

Year	Dividends	Yield	Payments
2025	€34.57	0.33%	1
Total	€34.57	0.21%	1

Detailed Metrics

Returns

Total Return

+48.64%

Annualized Return

+32.68%

Avg Monthly Return

+2.40%

Risk

Volatility (Annual)

+25.03%

Max Drawdown

+15.74%

Positive Months

72%

Average Drawdown

-4.3%

Risk-Adjusted

Sharpe Ratio

1.23

Risk-free rate: 2.0%

Sortino Ratio

1.16

Downside risk adjusted

Return/Volatility

1.31

Calmar Ratio

2.08

Return/Max Drawdown

Ulcer Index

4.97

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€14,864.15

Backtest Period

2025-03-20 to 2026-08-14
1.4 years

Rebalancing

none

Base Currency

EUR