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Defense Plan

Created byuser-7e98oc
Annual Rebalancing
EUR
Moderate Risk
1.2yr backtest

Performance Summary

Total Return+38.12%
Annualized Return+30.05%
Volatility+12.74%
Sharpe Ratio2.20
Max Drawdown+8.25%

Holdings

Asset Allocation

Asset Class

Equity 95.0%Precious Metals 5.0%
Holdings Details
Diversified global ETF portfolio blending world equities, aerospace & defense stocks, and gold for balanced growth and stability.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
60.0%0.19%
5J50.XETRA
iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19
ETF
35.0%0.35%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
5.0%0%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,812.31
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 16 months (75%)
Monthly Returns Heatmap
Best month: +8.0% • Worst month: -6.7% • Best year: 2025 (+25.7%) • Worst year: 2026 (+9.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.0%+2.8%-6.7%+4.7%+5.9%+0.8%-1.4%-----+9.9%
2025---+2.2%+8.0%+1.5%+4.8%-0.6%+4.6%+3.4%-2.3%+2.0%+25.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.25% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -8.2%.

Detailed Metrics

Returns
Total Return
+38.12%
Annualized Return
+30.05%
Avg Monthly Return
+2.10%
Risk
Volatility (Annual)
+12.74%
Max Drawdown
+8.25%
Positive Months
75%
Average Drawdown
-1.9%
Risk-Adjusted
Sharpe Ratio
2.20
Risk-free rate: 2.0%
Sortino Ratio
2.34
Downside risk adjusted
Return/Volatility
2.36
Calmar Ratio
3.64
Return/Max Drawdown
Ulcer Index
2.12
Drawdown depth & duration
Martin Ratio
0.13
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,812.31
Backtest Period
2025-04-24 to 2026-07-17
1.2 years
Rebalancing
annual
Base Currency
EUR