HomePortfoliosFTSE+2xWorld

FTSE+2xWorld

Created byuser-o6gmk2
None Rebalancing
EUR
Moderate Risk
0.8yr backtest

Performance Summary

Total Return+19.03%
Annualized Return+22.87%
Volatility+13.09%
Sharpe Ratio1.59
Max Drawdown+7.31%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio combining 90% broad market ETF with 10% leveraged World ETF for diversified, long-term growth potential.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
90.0%0.19%
LVWC.XETRA
Amundi MSCI World (2x) Leveraged UCITS ETF Acc • FR0014010HV4
ETF
10.0%0.6%
Total100.0%0.23%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,903.35
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 11 months (73%)
Monthly Returns Heatmap
Best month: +9.5% • Worst month: -6.0% • Best year: 2026 (+17.1%) • Worst year: 2025 (+1.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.3%+1.7%-6.0%+9.5%+6.4%+1.1%-1.3%+4.1%----+17.1%
2025---------+1.7%-0.5%+0.5%+1.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.31% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -3.8%.

Detailed Metrics

Returns
Total Return
+19.03%
Annualized Return
+22.87%
Avg Monthly Return
+1.67%
Risk
Volatility (Annual)
+13.09%
Max Drawdown
+7.31%
Positive Months
73%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
1.59
Risk-free rate: 2.0%
Sortino Ratio
1.69
Downside risk adjusted
Return/Volatility
1.75
Calmar Ratio
3.13
Return/Max Drawdown
Ulcer Index
1.96
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,903.35
Backtest Period
2025-10-09 to 2026-08-14
0.8 years
Rebalancing
none
Base Currency
EUR
FTSE+2xWorld | +22.9% CAGR | ETF Backtest