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Bror

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None Rebalancing

EUR

Moderate Risk

Multi-currency

2.1yr backtest

Performance Summary

Total Return+39.72%

Annualized Return+16.98%

Volatility+14.60%

Sharpe Ratio1.03

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	80.0%	0.07%
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	20.0%	0.18%
Total		Total			100.0%	0.09%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,971.51

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 27 months (67%)

Monthly Returns Heatmap

Best month: +9.7% • Worst month: -6.5% • Best year: 2026 (+17.3%) • Worst year: 2024 (+7.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.9%	+2.7%	-6.3%	+9.7%	+6.5%	+1.4%	-2.8%	+3.8%	-	-	-	-	+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

+16.98%

Avg Monthly Return

+1.31%

Risk

Volatility (Annual)

+14.60%

Max Drawdown

+20.75%

Positive Months

67%

Average Drawdown

-3.4%

Risk-Adjusted

Sharpe Ratio

1.03

Risk-free rate: 2.0%

Sortino Ratio

0.94

Downside risk adjusted

Return/Volatility

1.16

Calmar Ratio

0.82

Return/Max Drawdown

Ulcer Index

4.48

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,971.51

Backtest Period

2024-06-26 to 2026-08-14
2.1 years

Rebalancing

none

Base Currency

EUR