HomePortfoliosHedged Gold
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Monthly Rebalancing
EUR
Moderate Risk
Multi-currency
4.7yr backtest

Performance Summary

Total Return+49.62%
Annualized Return+8.94%
Volatility+12.08%
Sharpe Ratio0.57
Max Drawdown+18.01%

Holdings

Asset Allocation

Asset Class

Precious Metals 91.0%Equity 9.0%
Holdings Details
Gold-focused ETF portfolio blending 91% precious metals exposure with a short gold miners hedge for diversified bullion market coverage.
AssetTypeAllocationTER
4GLD.XETRA
Xetra-GoldDE000A0S9GB0
ETF
45.0%0%
PHAU.AS
WisdomTree Physical Gold EURJE00B1VS3770
ETF
45.0%0.39%
GDMS.LSE
Leverage Shares -3x Short Gold Miners ETP SecuritiesXS2399369979
ETF
9.0%0.75%
9GA9.XETRA
WisdomTree Gold 1x Daily Short EURJE00B24DKC09
ETF
1.0%0.39%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €14,961.51
Histogram of Monthly Returns
The portfolio had a positive return during 35 of the 57 months (61%)
Monthly Returns Heatmap
Best month: +8.1% • Worst month: -5.0% • Best year: 2024 (+25.9%) • Worst year: 2026 (-0.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.1%+0.8%-1.7%-3.3%-1.7%-5.0%-1.5%+4.2%-----0.6%
2025+2.5%+1.2%+0.6%-2.1%-2.2%-4.1%+2.4%-2.5%+5.6%+5.7%+0.8%+0.3%+7.8%
2024+3.8%+2.0%+3.0%+2.5%-1.7%+1.6%+0.0%-0.1%+2.6%+5.9%+1.6%+2.3%+25.9%
2023+0.8%+2.8%+0.2%-2.0%+5.0%-3.7%-0.6%+2.1%+0.9%+5.8%-3.7%-1.0%+6.1%
2022+1.4%+1.0%+0.2%+5.6%-2.5%+4.5%+1.3%+1.1%-0.7%-3.1%-2.7%-0.7%+5.0%
2021------------0.5%-0.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.01% • The longest drawdown period lasted for 1 year and was between September 2022 and October 2023. It reached a trough of -9.6%.

Detailed Metrics

Returns
Total Return
+49.62%
Annualized Return
+8.94%
Avg Monthly Return
+0.75%
Risk
Volatility (Annual)
+12.08%
Max Drawdown
+18.01%
Positive Months
61%
Average Drawdown
-5.0%
Risk-Adjusted
Sharpe Ratio
0.57
Risk-free rate: 2.0%
Sortino Ratio
0.54
Downside risk adjusted
Return/Volatility
0.74
Calmar Ratio
0.50
Return/Max Drawdown
Ulcer Index
6.02
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
14,961.51
Backtest Period
2021-12-14 to 2026-08-28
4.7 years
Rebalancing
monthly
Base Currency
EUR