HomePortfoliosIggy No

Iggy No

Created byuser-n71yng
None Rebalancing
EUR
Moderate Risk
1.1yr backtest

Performance Summary

Total Return+3.06%
Annualized Return+2.71%
Volatility+15.90%
Sharpe Ratio0.04
Max Drawdown+21.08%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A globally diversified ETF portfolio with 70% US S&P 500 and 30% international stocks for broad equity market exposure.
AssetTypeAllocationTER
SXR8.XETRA
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
70.0%0.07%
EXU1.XETRA
Xtrackers MSCI World ex USA UCITS ETF 1D • IE000Z0FC0G5
ETF
30.0%0.15%
Total100.0%0.09%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,305.74
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 15 months (60%)
Monthly Returns Heatmap
Best month: +6.3% • Worst month: -7.5% • Best year: 2025 (+4.1%) • Worst year: 2026 (-1.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.7%+1.4%-5.0%+2.1%---------1.0%
2025--1.9%-7.5%-3.9%+6.3%+0.6%+4.6%-0.2%+2.4%+4.3%-0.3%+0.4%+4.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.08% • The longest drawdown period lasted for 7 months and was between February 2025 and October 2025. It reached a trough of -21.1%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (30.0% of total allocation)

Total Dividends Received

€55.16

3 payments

Dividend Yield

0.50%

(annualized)

Avg Per Payment

€18.39

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€9.63
2025€45.52
Total€55.16

Detailed Metrics

Returns
Total Return
+3.06%
Annualized Return
+2.71%
Avg Monthly Return
+0.27%
Risk
Volatility (Annual)
+15.90%
Max Drawdown
+21.08%
Positive Months
60%
Average Drawdown
-4.9%
Risk-Adjusted
Sharpe Ratio
0.04
Risk-free rate: 2.0%
Sortino Ratio
0.04
Downside risk adjusted
Return/Volatility
0.17
Calmar Ratio
0.13
Return/Max Drawdown
Ulcer Index
6.35
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,305.74
Backtest Period
2025-02-14 to 2026-04-02
1.1 years
Rebalancing
none
Base Currency
EUR