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Global + Commodities

Created byuser-4rm2ow

Monthly Rebalancing

EUR

Moderate Risk

Multi-currency

2.0yr backtest

Performance Summary

Total Return+53.26%

Annualized Return+24.26%

Volatility+14.34%

Sharpe Ratio1.55

Max Drawdown+15.75%

Holdings

Asset Allocation

Asset Class

Equity 85.0%Commodities 7.5%Precious Metals 7.5%

Holdings Details

Diversified global ETF portfolio with 85% equity exposure to US, Europe, and emerging markets, plus 15% in commodities and leveraged precious metals.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
ZPRX.XETRA SPDR MSCI Europe Small Cap Value Weighted UCITS ETF • IE00BSPLC298	IE00BSPLC298	Acc	ETF	32.5%	0.3%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	32.5%	0.15%
ZPRV.XETRA SPDR MSCI USA Small Cap Value Weighted UCITS ETF • IE00BSPLC413	IE00BSPLC413	Acc	ETF	10.0%	0.3%
XDEX.XETRA Xtrackers MSCI Emerging Markets ex China UCITS ETF 1C • IE00BM67HJ62	IE00BM67HJ62	Acc	ETF	10.0%	0.16%
OOEC.XETRA WisdomTree Broad Commodities Ex-Agriculture and Livestock EUR • JE00B6SV8B36	JE00B6SV8B36	Acc	ETF	7.5%	0.49%
LSIL.LSE WisdomTree Silver 2x Daily Leveraged • JE00B2NFTS64	JE00B2NFTS64	Acc	ETF	2.5%	0.99%
PCFP.XETRA WisdomTree Gold 3x Daily Leveraged • IE00B8HGT870	IE00B8HGT870	Acc	ETF	2.5%	0.99%
4RT8.XETRA WisdomTree Gold 2x Daily Leveraged EUR • JE00B2NFTL95	JE00B2NFTL95	Acc	ETF	2.5%	0.99%
Total		Total			100.0%	0.30%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €15,326.26

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 24 months (75%)

Monthly Returns Heatmap

Best month: +7.6% • Worst month: -7.8% • Best year: 2025 (+29.1%) • Worst year: 2024 (+6.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+7.6%	+3.3%	-7.8%	+6.3%	+3.5%	-2.2%	+1.5%	-	-	-	-	-	+12.0%
2025	+6.2%	+0.7%	-1.6%	-2.1%	+4.9%	+0.7%	+2.2%	+1.6%	+3.9%	+3.5%	+2.2%	+4.0%	+29.1%
2024	-	-	-	-	-	-	-	+5.1%	+1.7%	-1.3%	+2.2%	-1.7%	+6.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.75% • The longest drawdown period lasted for 3 months and was between February 2025 and June 2025. It reached a trough of -15.8%.

Detailed Metrics

Returns

Total Return

+53.26%

Annualized Return

+24.26%

Avg Monthly Return

+1.85%

Risk

Volatility (Annual)

+14.34%

Max Drawdown

+15.75%

Positive Months

75%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

1.55

Risk-free rate: 2.0%

Sortino Ratio

1.48

Downside risk adjusted

Return/Volatility

1.69

Calmar Ratio

1.54

Return/Max Drawdown

Ulcer Index

2.91

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€15,326.26

Backtest Period

2024-08-08 to 2026-07-27
2.0 years

Rebalancing

monthly

Base Currency

EUR