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cto

Created byuser-u4ijwi

None Rebalancing

EUR

Moderate Risk

Multi-currency

1.4yr backtest

Performance Summary

Total Return+48.94%

Annualized Return+32.15%

Volatility+17.26%

Sharpe Ratio1.75

Max Drawdown+22.65%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity ETF portfolio targeting energy, tech, infrastructure, AI, and space innovation for strategic growth exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91	IE00BM67HM91	Acc	ETF	30.0%	0.25%
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14	IE00B3WJKG14	Acc	ETF	15.0%	0.15%
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753	LU0908500753	Acc	ETF	15.0%	0.07%
DX2E.XETRA Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C • LU0322253229	LU0322253229	Acc	ETF	15.0%	0.6%
AINF.AS iShares AI Infrastructure UCITS ETF USD (Acc) • IE000X59ZHE2	IE000X59ZHE2	Acc	ETF	10.0%	0.35%
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	10.0%	0.35%
JEDI.XETRA VanEck Space Innovators UCITS ETF • IE000YU9K6K2	IE000YU9K6K2	Acc	ETF	5.0%	0.55%
Total		Total			100.0%	0.30%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €14,894.19

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 18 months (72%)

Monthly Returns Heatmap

Best month: +9.3% • Worst month: -6.5% • Best year: 2026 (+30.1%) • Worst year: 2024 (-1.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+7.5%	+3.0%	+1.5%	+9.3%	+6.0%	-	-	-	-	-	-	-	+30.1%
2025	+4.1%	-2.1%	-4.7%	-6.5%	+6.2%	+4.0%	+4.8%	+0.4%	+3.7%	+6.6%	-1.5%	+1.3%	+16.5%
2024	-	-	-	-	-	-	-	-	-	-	-	-1.8%	-1.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +22.65% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -22.7%.

Detailed Metrics

Returns

Total Return

+48.94%

Annualized Return

+32.15%

Avg Monthly Return

+2.32%

Risk

Volatility (Annual)

+17.26%

Max Drawdown

+22.65%

Positive Months

72%

Average Drawdown

-4.1%

Risk-Adjusted

Sharpe Ratio

1.75

Risk-free rate: 2.0%

Sortino Ratio

1.56

Downside risk adjusted

Return/Volatility

1.86

Calmar Ratio

1.42

Return/Max Drawdown

Ulcer Index

5.55

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€14,894.19

Backtest Period

2024-12-09 to 2026-05-15
1.4 years

Rebalancing

none

Base Currency

EUR