HomePortfoliosG Sachs GROWTH

G Sachs GROWTH

Created byuser-jb4tpw
None Rebalancing
EUR
Moderate Risk
0.2yr backtest

Performance Summary

Total Return+0.21%
Annualized Return+1.04%
Volatility+15.75%
Sharpe Ratio-0.06
Max Drawdown+6.28%

Holdings

Asset Allocation

Asset Class

Other 81.5%Bonds 16.0%Equity 2.5%
Holdings Details
Diversified ETF portfolio blending US, global bonds, and international equities for balanced growth across major markets and asset classes.
AssetTypeAllocationTER
GQUS.XETRA
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF – Class USD (Acc)
ETF
55.0%-
EUNA.XETRA
iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35
ETF
16.0%0.1%
GDEM.XETRA
Goldman Sachs Alpha Enhanced Emerging Markets Equity Active UCITS ETF USD Dis
ETF
11.5%-
GDEU.XETRA
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF Class EUR (Dis)
ETF
10.5%-
GDJY.XETRA
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF Class JPY (Dis)
ETF
4.5%-
DX2E.XETRA
Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C • LU0322253229
ETF
2.5%0.6%
Total100.0%0.03%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,020.66
Histogram of Monthly Returns
The portfolio had a positive return during 3 of the 4 months (75%)
Monthly Returns Heatmap
Best month: +5.1% • Worst month: -5.6% • Best year: 2026 (+0.2%) • Worst year: 2026 (+0.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026----5.6%+5.1%+0.8%+0.3%-----+0.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.28% • The longest drawdown period lasted for 2 months and was between April 2026 and June 2026. It reached a trough of -6.3%.

Detailed Metrics

Returns
Total Return
+0.21%
Annualized Return
+1.04%
Avg Monthly Return
+0.13%
Risk
Volatility (Annual)
+15.75%
Max Drawdown
+6.28%
Positive Months
75%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
-0.06
Risk-free rate: 2.0%
Sortino Ratio
-0.05
Downside risk adjusted
Return/Volatility
0.07
Calmar Ratio
0.17
Return/Max Drawdown
Ulcer Index
3.06
Drawdown depth & duration
Martin Ratio
-0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,020.66
Backtest Period
2026-04-21 to 2026-07-03
0.2 years
Rebalancing
none
Base Currency
EUR