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ik 03

Created byuser-5us6my
FIRE Projection
Annual Rebalancing
EUR
Moderate Risk
1.6yr backtest

Performance Summary

Total Return+27.61%
Annualized Return+16.32%
Volatility+17.95%
Sharpe Ratio0.80
Max Drawdown+23.68%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio targeting US tech, global developed, and emerging markets for long-term growth potential.
AssetTypeAllocationTER
XNAS.XETRA
Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444
ETF
60.0%0.2%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
20.0%0.18%
XDPU.XETRA
Xtrackers S&P 500 UCITS ETF 4C • IE000Z9SJA06
ETF
10.0%0.03%
IXUA.XETRA
iShares MSCI World ex-USA UCITS ETF USD (Acc) • IE000R4ZNTN3
ETF
10.0%0.15%
Total100.0%0.17%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,760.64
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 21 months (62%)
Monthly Returns Heatmap
Best month: +12.8% • Worst month: -8.4% • Best year: 2026 (+18.1%) • Worst year: 2025 (+8.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.5%+0.2%-5.5%+12.8%+9.7%+1.6%-6.0%+3.4%+0.5%---+18.1%
2025+1.4%-3.6%-8.4%-3.4%+8.0%+2.3%+5.4%-1.3%+4.4%+6.2%-1.9%-0.1%+8.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +23.68% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -23.7%.

Detailed Metrics

Returns
Total Return
+27.61%
Annualized Return
+16.32%
Avg Monthly Return
+1.30%
Risk
Volatility (Annual)
+17.95%
Max Drawdown
+23.68%
Positive Months
62%
Average Drawdown
-5.0%
Risk-Adjusted
Sharpe Ratio
0.80
Risk-free rate: 2.0%
Sortino Ratio
0.74
Downside risk adjusted
Return/Volatility
0.91
Calmar Ratio
0.69
Return/Max Drawdown
Ulcer Index
6.27
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,760.64
Backtest Period
2025-01-30 to 2026-09-11
1.6 years
Rebalancing
annual
Base Currency
EUR