HomePortfoliosTillväxt stabil?

Tillväxt stabil?

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None Rebalancing
EUR
High Risk
5.6yr backtest

Performance Summary

Total Return+375.23%
Annualized Return+31.85%
Volatility+28.06%
Sharpe Ratio1.06
Max Drawdown+33.50%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Tech-focused ETF portfolio with 70% global semiconductors and 30% US Nasdaq 100 for targeted equity growth.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
70.0%0.35%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc)IE00B53SZB19
ETF
30.0%0.3%
Total100.0%0.34%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €47,523.25
Histogram of Monthly Returns
The portfolio had a positive return during 42 of the 68 months (62%)
Monthly Returns Heatmap
Best month: +31.5% • Worst month: -12.3% • Best year: 2023 (+64.8%) • Worst year: 2022 (-32.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+11.6%-1.0%-6.8%+31.5%+22.5%+12.5%-12.2%-----+63.9%
2025+3.1%-7.3%-12.3%-4.4%+12.8%+9.4%+5.8%-2.0%+10.0%+13.5%-3.2%+2.0%+26.3%
2024+5.6%+9.6%+4.7%-3.1%+4.4%+11.0%-7.3%-3.1%+1.2%-0.5%+4.3%+3.0%+32.0%
2023+13.3%+3.5%+7.1%-6.2%+19.1%+3.0%+3.1%-1.4%-3.4%-4.3%+11.0%+9.2%+64.8%
2022-11.9%-1.0%+3.6%-8.9%-1.5%-11.8%+15.4%-6.0%-8.8%+0.4%+5.4%-9.2%-32.0%
2021+5.7%+3.3%+4.1%+0.3%-0.8%+8.6%+0.9%+4.5%-2.8%+5.6%+11.5%+2.9%+52.6%
2020-----------+1.7%+1.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.50% • The longest drawdown period lasted for 1 year and 8 months and was between November 2021 and July 2023. It reached a trough of -33.5%.

Detailed Metrics

Returns
Total Return
+375.23%
Annualized Return
+31.85%
Avg Monthly Return
+2.66%
Risk
Volatility (Annual)
+28.06%
Max Drawdown
+33.50%
Positive Months
62%
Average Drawdown
-10.0%
Risk-Adjusted
Sharpe Ratio
1.06
Risk-free rate: 2.0%
Sortino Ratio
1.04
Downside risk adjusted
Return/Volatility
1.14
Calmar Ratio
0.95
Return/Max Drawdown
Ulcer Index
12.64
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
47,523.25
Backtest Period
2020-12-03 to 2026-07-24
5.6 years
Rebalancing
none
Base Currency
EUR
Tillväxt stabil? | +31.9% CAGR | ETF Backtest