None Rebalancing
USD
High Risk
10.3yr backtest

Performance Summary

Total Return+659.53%
Annualized Return+21.69%
Volatility+22.83%
Sharpe Ratio0.86
Max Drawdown+33.46%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Growth portfolio focused on US tech stocks via a single S&P 500 technology sector ETF for targeted, high-growth potential.
AssetTypeAllocationTER
IUIT.LSE
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)IE00B3WJKG14
ETF
100.0%0.15%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $75,952.87
Histogram of Monthly Returns
The portfolio had a positive return during 82 of the 125 months (66%)
Monthly Returns Heatmap
Best month: +13.2% • Worst month: -10.2% • Best year: 2023 (+59.4%) • Worst year: 2022 (-29.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.8%-3.9%-6.7%+3.8%---------8.7%
2025-2.1%-4.7%-9.2%+1.9%+11.9%+9.6%+6.3%-0.6%+7.0%+6.9%-4.7%+0.9%+23.0%
2024+4.0%+5.3%+2.8%-4.0%+6.7%+12.4%-3.5%+0.5%+2.7%-0.1%+4.3%+2.8%+38.5%
2023+9.4%+1.4%+9.5%+0.1%+10.9%+6.3%+3.0%-1.0%-6.6%-1.7%+13.2%+4.9%+59.4%
2022-8.4%-3.5%+4.6%-10.2%-3.8%-9.1%+12.0%-4.5%-10.1%+5.4%+1.0%-4.8%-29.2%
2021-0.3%+1.4%+1.1%+5.1%-0.6%+6.5%+3.5%+4.0%-5.1%+6.4%+4.5%+3.9%+34.1%
2020+5.4%-9.5%-4.5%+10.5%+5.4%+7.6%+4.5%+12.8%-4.4%-5.4%+9.7%+7.2%+43.2%
2019+6.8%+6.8%+4.5%+6.4%-7.6%+8.1%+5.4%-3.6%+1.8%+3.6%+5.7%+3.9%+48.9%
2018+6.5%+1.3%-5.5%+1.8%+6.5%-0.1%+1.6%+6.7%-0.4%-7.9%-2.8%-7.5%-1.4%
2017+3.2%+5.6%+2.5%+2.2%+4.5%-2.6%+4.3%+3.1%+0.6%+7.8%+0.9%+1.2%+38.4%
2016-10.2%-0.1%+5.1%+0.2%+2.5%-0.5%+9.4%+1.9%+2.4%+0.9%-0.8%+1.8%+12.1%
2015------------1.1%-1.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.46% • The longest drawdown period lasted for 1 year and 5 months and was between December 2021 and June 2023. It reached a trough of -33.5%.

Detailed Metrics

Returns
Total Return
+659.53%
Annualized Return
+21.69%
Avg Monthly Return
+1.78%
Risk
Volatility (Annual)
+22.83%
Max Drawdown
+33.46%
Positive Months
66%
Average Drawdown
-7.3%
Risk-Adjusted
Sharpe Ratio
0.86
Risk-free rate: 2.0%
Sortino Ratio
0.79
Downside risk adjusted
Return/Volatility
0.95
Calmar Ratio
0.65
Return/Max Drawdown
Ulcer Index
9.82
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$75,952.87
Backtest Period
2015-12-04 to 2026-04-02
10.3 years
Rebalancing
none
Base Currency
USD