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ETF pures pioches IA

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+229.81%
Annualized Return+42.36%
Volatility+23.18%
Sharpe Ratio1.74
Max Drawdown+29.57%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio targeting AI growth: 40% AI ecosystem, 30% semiconductors, 15% data centers, and 15% nuclear energy.
AssetTypeAllocationTER
XAIX.XETRA
Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C EUR • IE00BGV5VN51
ETF
40.0%0.35%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
30.0%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%
Total100.0%0.40%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €32,980.63
Histogram of Monthly Returns
The portfolio had a positive return during 26 of the 41 months (63%)
Monthly Returns Heatmap
Best month: +23.2% • Worst month: -11.4% • Best year: 2026 (+49.6%) • Worst year: 2025 (+26.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.5%-1.3%-7.9%+23.2%+18.8%+1.8%------+49.6%
2025+4.3%-6.2%-11.4%-2.1%+13.4%+8.4%+6.5%-2.4%+10.0%+12.5%-7.3%+1.5%+26.3%
2024+6.6%+5.9%+4.8%-3.8%+1.9%+9.4%-5.0%-2.6%+4.0%+2.6%+7.6%-1.9%+32.4%
2023--3.1%+4.0%-4.0%+13.4%+4.0%+3.0%+0.9%-0.8%-3.2%+9.7%+5.6%+31.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +29.57% • The longest drawdown period lasted for 5 months and was between January 2025 and July 2025. It reached a trough of -29.6%.

Detailed Metrics

Returns
Total Return
+229.81%
Annualized Return
+42.36%
Avg Monthly Return
+3.20%
Risk
Volatility (Annual)
+23.18%
Max Drawdown
+29.57%
Positive Months
63%
Average Drawdown
-4.6%
Risk-Adjusted
Sharpe Ratio
1.74
Risk-free rate: 2.0%
Sortino Ratio
1.71
Downside risk adjusted
Return/Volatility
1.83
Calmar Ratio
1.43
Return/Max Drawdown
Ulcer Index
6.24
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€32,980.63
Backtest Period
2023-02-08 to 2026-06-26
3.4 years
Rebalancing
none
Base Currency
EUR
ETF pures pioches IA | +42.4% CAGR | ETF Backtest