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Bror

Created byuser-c3glzx
Optimize FIRE Projection
None Rebalancing
EUR
Moderate Risk
Multi-currency
2.2yr backtest

Performance Summary

Total Return+39.72%
Annualized Return+16.50%
Volatility+14.51%
Sharpe Ratio1.00
Max Drawdown+20.75%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with 80% world ETF and 20% emerging markets ETF for a diversified, long-term growth investment strategy.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
80.0%0.07%
EIMI.LSE
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66
ETF
20.0%0.18%
Total100.0%0.09%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,972.23
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 28 months (68%)
Monthly Returns Heatmap
Best month: +9.7% • Worst month: -6.5% • Best year: 2026 (+17.3%) • Worst year: 2024 (+7.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.9%+2.7%-6.3%+9.7%+6.5%+1.4%-2.8%+3.0%+0.8%---+17.3%
2025+3.8%-1.9%-6.5%-3.9%+5.9%+1.3%+4.6%-0.0%+3.4%+4.8%-0.7%+0.6%+11.1%
2024-----+0.7%+0.1%-0.9%+2.4%+0.3%+5.4%-0.7%+7.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.75% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -20.8%.

Detailed Metrics

Returns
Total Return
+39.72%
Annualized Return
+16.50%
Avg Monthly Return
+1.27%
Risk
Volatility (Annual)
+14.51%
Max Drawdown
+20.75%
Positive Months
68%
Average Drawdown
-3.3%
Risk-Adjusted
Sharpe Ratio
1.00
Risk-free rate: 2.0%
Sortino Ratio
0.92
Downside risk adjusted
Return/Volatility
1.14
Calmar Ratio
0.80
Return/Max Drawdown
Ulcer Index
4.43
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,972.23
Backtest Period
2024-06-26 to 2026-09-04
2.2 years
Rebalancing
none
Base Currency
EUR