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global II

Created byuser-dvjmdp

Quarterly Rebalancing

EUR

Moderate Risk

0.2yr backtest

Performance Summary

Total Return+23.61%

Annualized Return+188.79%

Volatility+19.61%

Sharpe Ratio9.52

Max Drawdown+5.19%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified ETF portfolio focused on global growth leaders and US large-cap stocks for balanced, long-term investment growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XGLA.XETRA Xtrackers Global Growth Leaders Active UCITS ETF 1C • IE000M8F3JA6	IE000M8F3JA6	Acc	ETF	60.0%	0.5%
MNTE.XETRA iShares US Large Cap Moderate Buffer Mar UCITS ETF USD (Acc) • IE000AY2ERH5	IE000AY2ERH5	Acc	ETF	20.0%	0.5%
XUDY.XETRA Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6	IE000SRQBBT6	Acc	ETF	20.0%	0.25%
Total		Total			100.0%	0.45%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,360.97

Histogram of Monthly Returns

The portfolio had a positive return during 3 of the 3 months (100%)

Monthly Returns Heatmap

Best month: +11.0% • Worst month: +3.6% • Best year: 2026 (+23.6%) • Worst year: 2026 (+23.6%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-	-	-	+7.5%	+11.0%	+3.6%	-	-	-	-	-	-	+23.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +5.19% • The longest drawdown period lasted for 16 days and was between June 2026 and June 2026. It reached a trough of -5.2%.

Detailed Metrics

Returns

Total Return

+23.61%

Annualized Return

+188.79%

Avg Monthly Return

+7.36%

Risk

Volatility (Annual)

+19.61%

Max Drawdown

+5.19%

Positive Months

100%

Average Drawdown

-1.5%

Risk-Adjusted

Sharpe Ratio

9.52

Risk-free rate: 2.0%

Sortino Ratio

10.39

Downside risk adjusted

Return/Volatility

9.63

Calmar Ratio

36.38

Return/Max Drawdown

Ulcer Index

1.61

Drawdown depth & duration

Martin Ratio

1.16

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,360.97

Backtest Period

2026-04-07 to 2026-06-19
0.2 years

Rebalancing

quarterly

Base Currency

EUR