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ETF pures pioches IA + Batt

ETF pures pioches IA

Secteur (Votre Pondération)Nom exact du fondsCode ISINTicker (Symbole boursier)
Écosystème IA (40%)Xtrackers Artificial Intelligence & Big Data UCITS ETF 1CIE00BGV5VN51XAIX
Puces / Cœur IA (30%)VanEck Semiconductor UCITS ETFIE00BMC38736SMH / VVSM
Data Centers (15%)Global X Data Center REITs & Digital Infrastructure UCITS ETF AccIE00BMH5YJ81VPN / GREI
Nucléaire / Énergie (15%)VanEck Uranium and Nuclear Technologies UCITS ETF AIE000M7V94E1NUCL
Created byuser-sdgp5j
Optimize
None Rebalancing
EUR
High Risk
3.4yr backtest

Performance Summary

Total Return+172.32%
Annualized Return+33.85%
Volatility+23.14%
Sharpe Ratio1.38
Max Drawdown+29.26%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Pure-play AI ETF portfolio investing in semiconductors, data centers, nuclear energy, and battery tech for targeted tech growth.
AssetTypeAllocationTER
XAIX.XETRA
Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C EUR • IE00BGV5VN51
ETF
35.0%0.35%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
25.0%0.35%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
15.0%0.55%
V9N.XETRA
Global X Data Center REITS & Digital Infrastructure UCITS ETF USD Acc • IE00BMH5Y327
ETF
15.0%0.5%
W1TA.XETRA
WisdomTree Battery Solutions UCITS ETF USD Acc • IE00BKLF1R75
ETF
10.0%0.4%
Total100.0%0.41%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €27,232.34
Histogram of Monthly Returns
The portfolio had a positive return during 26 of the 42 months (62%)
Monthly Returns Heatmap
Best month: +22.5% • Worst month: -12.5% • Best year: 2026 (+31.2%) • Worst year: 2023 (+26.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.5%-0.9%-7.9%+22.5%+17.5%+3.3%-12.5%-----+31.2%
2025+4.2%-5.9%-11.2%-2.1%+13.1%+8.4%+6.8%-2.1%+10.4%+12.6%-7.5%+1.2%+27.0%
2024+5.5%+5.5%+4.7%-3.6%+1.7%+8.3%-4.6%-2.8%+4.4%+2.7%+7.8%-2.3%+29.8%
2023--3.3%+3.1%-4.0%+11.6%+4.2%+3.0%+0.1%-1.1%-3.6%+9.4%+5.4%+26.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +29.26% • The longest drawdown period lasted for 5 months and was between January 2025 and July 2025. It reached a trough of -29.3%.

Detailed Metrics

Returns
Total Return
+172.32%
Annualized Return
+33.85%
Avg Monthly Return
+2.67%
Risk
Volatility (Annual)
+23.14%
Max Drawdown
+29.26%
Positive Months
62%
Average Drawdown
-4.6%
Risk-Adjusted
Sharpe Ratio
1.38
Risk-free rate: 2.0%
Sortino Ratio
1.33
Downside risk adjusted
Return/Volatility
1.46
Calmar Ratio
1.16
Return/Max Drawdown
Ulcer Index
6.22
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€27,232.34
Backtest Period
2023-02-08 to 2026-07-17
3.4 years
Rebalancing
none
Base Currency
EUR
ETF pures pioches IA + Batt | +33.9% CAGR | ETF Backtest