HomePortfoliosCore 1

Core 1

World wide core

Created byuser-4rn194
None Rebalancing
EUR
Moderate Risk
1.8yr backtest

Performance Summary

Total Return+25.34%
Annualized Return+13.65%
Volatility+17.21%
Sharpe Ratio0.68
Max Drawdown+18.89%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Core 1 diversified global ETF portfolio in EUR for worldwide exposure with a simple, hands-off investment approach suited for long-term growth.
AssetTypeAllocationTER
VWCG.XETRA
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating • IE00BK5BQX27
ETF
20.0%0.1%
VGEK.XETRA
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating • IE00BK5BQZ41
ETF
20.0%0.15%
VFEA.XETRA
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733
ETF
20.0%0.17%
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
19.0%0.07%
SXRV.XETRA
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
10.0%0.3%
VJPE.XETRA
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating • IE00BFMXYY33
ETF
10.0%0.15%
VUAA.XETRA
Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54
ETF
1.0%0.07%
Total100.0%0.14%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,534.45
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 23 months (61%)
Monthly Returns Heatmap
Best month: +5.6% • Worst month: -8.1% • Best year: 2025 (+16.4%) • Worst year: 2026 (+3.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.9%+5.0%-8.1%+2.5%--------+3.7%
2025+3.8%-1.1%-5.0%-2.4%+5.6%+1.5%+3.8%+0.3%+3.4%+5.4%-1.0%+1.6%+16.4%
2024-----+0.5%-0.2%-0.7%+2.3%-1.1%+3.4%-0.4%+3.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.89% • The longest drawdown period lasted for 5 months and was between February 2025 and July 2025. It reached a trough of -18.9%.

Detailed Metrics

Returns
Total Return
+25.34%
Annualized Return
+13.65%
Avg Monthly Return
+1.04%
Risk
Volatility (Annual)
+17.21%
Max Drawdown
+18.89%
Positive Months
61%
Average Drawdown
-3.1%
Risk-Adjusted
Sharpe Ratio
0.68
Risk-free rate: 2.0%
Sortino Ratio
0.67
Downside risk adjusted
Return/Volatility
0.79
Calmar Ratio
0.72
Return/Max Drawdown
Ulcer Index
4.06
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,534.45
Backtest Period
2024-06-26 to 2026-04-02
1.8 years
Rebalancing
none
Base Currency
EUR