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Caesar Balanced

Created byuser-a1qdsa

Annual Rebalancing

EUR

Moderate Risk

Multi-currency

1.4yr backtest

Performance Summary

Total Return+29.44%

Annualized Return+20.43%

Volatility+10.86%

Sharpe Ratio1.70

Max Drawdown+8.38%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Precious Metals 17.5%Bonds 12.5%

Holdings Details

Diversified ETF portfolio blending global stocks, gold, and bonds for balanced growth across developed, emerging, and small-cap markets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983	IE00B4L5Y983	Acc	ETF	27.5%	0.2%
XAD5.XETRA Xtrackers Physical Gold ETC (EUR) EUR • DE000A1E0HR8	DE000A1E0HR8	Acc	ETC	17.5%	0.25%
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403	LU2951555403	Acc	ETF	17.5%	0.75%
LYQ6.XETRA Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385	LU1650489385	Acc	ETF	12.5%	0.15%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	10.0%	0.39%
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825	IE00BP3QZ825	Acc	ETF	5.0%	0.25%
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	5.0%	0.18%
IS3S.XETRA iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59	IE00BP3QZB59	Acc	ETF	5.0%	0.25%
Total		Total			100.0%	0.32%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,943.62

Histogram of Monthly Returns

The portfolio had a positive return during 12 of the 17 months (71%)

Monthly Returns Heatmap

Best month: +4.6% • Worst month: -5.3% • Best year: 2025 (+14.5%) • Worst year: 2026 (+13.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.3%	+4.1%	-5.3%	+4.3%	+3.9%	-0.0%	-1.5%	+3.1%	-	-	-	-	+13.0%
2025	-	-	-	-3.2%	+3.5%	-0.7%	+3.3%	+0.5%	+4.0%	+4.6%	+1.0%	+1.0%	+14.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +8.38% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -7.2%.

Detailed Metrics

Returns

Total Return

+29.44%

Annualized Return

+20.43%

Avg Monthly Return

+1.57%

Risk

Volatility (Annual)

+10.86%

Max Drawdown

+8.38%

Positive Months

71%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

1.70

Risk-free rate: 2.0%

Sortino Ratio

1.58

Downside risk adjusted

Return/Volatility

1.88

Calmar Ratio

2.44

Return/Max Drawdown

Ulcer Index

2.00

Drawdown depth & duration

Martin Ratio

0.09

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,943.62

Backtest Period

2025-04-01 to 2026-08-21
1.4 years

Rebalancing

annual

Base Currency

EUR