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Defense Plan

Created byuser-7e98oc

Annual Rebalancing

EUR

Moderate Risk

1.3yr backtest

Performance Summary

Total Return+42.35%

Annualized Return+30.04%

Volatility+12.56%

Sharpe Ratio2.23

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	60.0%	0.19%
5J50.XETRA iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19	IE000U9ODG19	Acc	ETF	35.0%	0.35%
4GLD.XETRA Xetra-Gold • DE000A0S9GB0	DE000A0S9GB0	Acc	ETF	5.0%	0%
Total		Total			100.0%	0.24%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €14,235.05

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 17 months (76%)

Monthly Returns Heatmap

Best month: +8.0% • Worst month: -6.7% • Best year: 2025 (+25.7%) • Worst year: 2026 (+13.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.0%	+2.8%	-6.7%	+4.7%	+5.9%	+0.8%	-0.6%	+2.3%	-	-	-	-	+13.2%
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

+42.35%

Annualized Return

+30.04%

Avg Monthly Return

+2.15%

Risk

Volatility (Annual)

+12.56%

Max Drawdown

+8.25%

Positive Months

76%

Average Drawdown

-1.9%

Risk-Adjusted

Sharpe Ratio

2.23

Risk-free rate: 2.0%

Sortino Ratio

2.37

Downside risk adjusted

Return/Volatility

2.39

Calmar Ratio

3.64

Return/Max Drawdown

Ulcer Index

2.13

Drawdown depth & duration

Martin Ratio

0.13

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€14,235.05

Backtest Period

2025-04-24 to 2026-08-28
1.3 years

Rebalancing

annual

Base Currency

EUR