None Rebalancing
EUR
Moderate Risk
15.6yr backtest

Performance Summary

Total Return+175.81%
Annualized Return+6.74%
Volatility+19.19%
Sharpe Ratio0.25
Max Drawdown+35.09%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Asia-focused ETF portfolio in EUR with dollar-cost averaging strategy for long-term wealth building in emerging and developed Asian markets.
AssetTypeAllocationTER
CEBL.XETRA
iShares MSCI EM Asia UCITS ETF (Acc)IE00B5L8K969
ETF
100.0%0.2%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €27,581.12
Histogram of Monthly Returns
The portfolio had a positive return during 111 of the 188 months (59%)
Monthly Returns Heatmap
Best month: +13.9% • Worst month: -16.8% • Best year: 2017 (+25.1%) • Worst year: 2022 (-15.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+7.2%+5.8%-10.3%+1.9%--------+3.7%
2025+2.0%+0.5%-3.3%-5.3%+5.6%+3.6%+4.6%-0.4%+7.0%+6.4%-3.0%+0.9%+19.1%
2024-2.5%+4.8%+3.8%+1.3%+1.3%+6.6%-1.4%-0.9%+6.8%-1.3%-1.1%+0.4%+18.6%
2023+7.9%-5.2%+1.4%-4.2%+0.8%+1.9%+5.1%-5.2%-0.4%-4.3%+4.5%+1.8%+3.2%
2022-0.3%-3.0%-3.0%-0.1%-1.9%-1.6%+1.3%+0.9%-10.1%-6.7%+13.9%-4.2%-15.5%
2021+6.9%+0.9%+0.3%-1.3%-0.1%+3.2%-7.7%+1.9%-1.4%+1.1%-1.4%+0.1%+2.0%
2020-5.7%-1.8%-10.0%+8.8%-2.7%+8.1%+3.5%+2.4%+1.9%+3.0%+5.2%+3.3%+15.2%
2019+8.4%+1.4%+3.3%+1.6%-8.1%+4.0%+0.4%-2.7%+3.1%+1.3%+2.4%+6.0%+22.2%
2018+3.7%-4.4%-1.1%+1.5%+1.8%-4.8%+1.2%-1.2%-1.0%-9.0%+5.3%-4.4%-12.7%
2017+3.8%+4.8%+2.9%-0.3%+1.3%+0.4%+1.7%+0.8%+0.9%+5.7%-0.9%+1.8%+25.1%
2016-6.5%-0.4%+5.7%-3.0%+2.3%+3.4%+4.7%+3.0%+2.0%-0.1%+0.1%-1.0%+9.7%
2015+10.1%+4.2%+4.3%+2.3%-1.5%-5.8%-5.5%-11.2%-0.5%+8.8%+2.1%-5.0%+0.1%
2014-4.6%+2.1%+2.1%-0.7%+6.3%+1.8%+6.2%+4.2%-2.5%+2.6%+1.3%-0.3%+19.5%
2013-2.1%+3.6%-0.8%-0.9%-0.1%-6.6%+1.4%-1.6%+3.6%+5.0%+1.2%-3.3%-1.2%
2012+8.3%+3.5%-2.9%+0.2%-3.6%+1.9%+4.1%-2.9%+3.4%-1.0%+3.1%+2.1%+16.8%
2011-4.2%-4.0%+4.1%-1.1%+1.5%-2.1%+2.5%-16.8%-1.8%+7.3%+0.3%+0.1%-15.2%
2010---------1.2%+0.3%+4.0%+4.2%+7.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +35.09% • The longest drawdown period lasted for 4 years and 6 months and was between February 2021 and September 2025. It reached a trough of -33.1%.

Detailed Metrics

Returns
Total Return
+175.81%
Annualized Return
+6.74%
Avg Monthly Return
+0.64%
Risk
Volatility (Annual)
+19.19%
Max Drawdown
+35.09%
Positive Months
59%
Average Drawdown
-11.7%
Risk-Adjusted
Sharpe Ratio
0.25
Risk-free rate: 2.0%
Sortino Ratio
0.24
Downside risk adjusted
Return/Volatility
0.35
Calmar Ratio
0.19
Return/Max Drawdown
Ulcer Index
13.86
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
27,581.12
Backtest Period
2010-09-09 to 2026-04-02
15.6 years
Rebalancing
none
Base Currency
EUR