Home PortfoliosEmma

Emma

Created byuser-5dzlim

None Rebalancing

EUR

Moderate Risk

1.8yr backtest

Performance Summary

Total Return+23.89%

Annualized Return+12.45%

Volatility+16.64%

Sharpe Ratio0.63

Max Drawdown+22.94%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Global equity portfolio blending a high-conviction active fund with a diversified world ETF for robust, long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
LU1438969351 T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund A EUR • LU1438969351	LU1438969351	Acc	FUND	50.0%	1.71%
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	50.0%	0.07%
Total		Total			100.0%	0.89%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,388.65

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 23 months (61%)

Monthly Returns Heatmap

Best month: +11.4% • Worst month: -8.7% • Best year: 2025 (+8.2%) • Worst year: 2024 (+6.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.2%	+1.1%	-6.2%	+11.4%	-	-	-	-	-	-	-	-	+8.0%
2025	+4.9%	-3.4%	-8.7%	-4.0%	+7.2%	+1.5%	+4.7%	-1.5%	+3.5%	+6.7%	-2.1%	+0.4%	+8.2%
2024	-	-	-	-	-	+0.6%	-1.9%	+0.0%	+0.8%	+0.6%	+6.5%	-0.5%	+6.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +22.94% • The longest drawdown period lasted for 7 months and was between February 2025 and October 2025. It reached a trough of -22.9%.

Detailed Metrics

Returns

Total Return

+23.89%

Annualized Return

+12.45%

Avg Monthly Return

+1.04%

Risk

Volatility (Annual)

+16.64%

Max Drawdown

+22.94%

Positive Months

61%

Average Drawdown

-4.7%

Risk-Adjusted

Sharpe Ratio

0.63

Risk-free rate: 2.0%

Sortino Ratio

0.56

Downside risk adjusted

Return/Volatility

0.75

Calmar Ratio

0.54

Return/Max Drawdown

Ulcer Index

6.05

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,388.65

Backtest Period

2024-06-26 to 2026-04-24
1.8 years

Rebalancing

none

Base Currency

EUR