HomePortfoliosIndexaCapital Fondo #10

IndexaCapital Fondo #10

The Indexa Capital #10 fund for less €10.000. 100% Equity

Optimize
Annual Rebalancing
EUR
Moderate Risk
12.4yr backtest

Performance Summary

Total Return+304.93%
Annualized Return+11.92%
Volatility+14.65%
Sharpe Ratio0.68
Max Drawdown+33.49%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Indexa Capital Fondo #10: 100% equity ETF portfolio with global diversification and annual rebalancing. Low-cost index investing for long-term wealth growth.
AssetTypeAllocationTER
IE00BFPM9N11
Vanguard Global Stock Index Fund Institutional Plus EUR AccIE00BFPM9N11
FUND
90.0%0.05%
IE00BFPM9J74
Vanguard Emerging Markets Stock Index Fund Institutional Plus EUR AccIE00BFPM9J74
FUND
10.0%0.16%
Total100.0%0.06%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €40,492.91
Histogram of Monthly Returns
The portfolio had a positive return during 99 of the 150 months (66%)
Monthly Returns Heatmap
Best month: +10.9% • Worst month: -13.3% • Best year: 2019 (+29.1%) • Worst year: 2022 (-13.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.6%+2.0%-4.8%+8.1%+2.0%-------+8.8%
2025+2.9%-0.6%-7.5%-4.1%+5.9%+1.1%+4.0%+0.2%+3.2%+4.1%-0.6%-0.2%+7.8%
2024+2.3%+4.7%+3.3%-2.3%+2.5%+3.5%+0.6%+0.2%+1.4%+0.6%+6.7%-0.4%+25.4%
2023+5.3%-0.5%+0.7%-0.2%+2.5%+3.4%+2.5%-1.2%-1.8%-2.8%+5.8%+3.5%+18.2%
2022-3.6%-2.8%+3.3%-3.0%-1.4%-6.2%+9.8%-2.5%-7.1%+5.2%+3.3%-7.4%-13.0%
2021+0.1%+2.5%+6.2%+2.0%-0.0%+4.5%+1.0%+3.0%-2.4%+5.5%+0.4%+3.0%+28.5%
2020+0.3%-7.3%-13.3%+10.9%+2.9%+2.1%-0.1%+5.0%-1.4%-1.9%+9.5%+2.2%+6.5%
2019+7.4%+3.5%+2.7%+3.6%-5.4%+4.3%+2.6%-1.3%+3.1%+0.4%+3.7%+1.6%+29.1%
2018+1.7%-2.1%-3.0%+2.8%+3.7%-0.5%+2.9%+1.4%+0.6%-5.1%+1.5%-8.1%-4.8%
2017+0.2%+4.5%+0.5%-0.3%-1.0%-1.0%-0.6%-0.5%+2.5%+3.6%-0.5%+0.9%+8.8%
2016-5.7%-1.1%+2.4%+1.0%+3.0%-0.4%+3.6%+0.7%-0.3%+0.8%+4.1%+2.7%+11.0%
2015+5.5%+6.2%+2.8%-1.4%+2.1%-3.9%+1.8%-8.1%-3.3%+9.0%+3.7%-4.5%+8.8%
2014-1.9%+2.4%+0.6%+0.4%+3.8%+1.6%+1.1%+3.8%+0.9%+1.5%+2.2%+1.1%+18.6%
2013-----------+2.1%+2.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.49% • The longest drawdown period lasted for 1 year and 11 months and was between January 2022 and December 2023. It reached a trough of -16.4%.

Detailed Metrics

Returns
Total Return
+304.93%
Annualized Return
+11.92%
Avg Monthly Return
+1.01%
Risk
Volatility (Annual)
+14.65%
Max Drawdown
+33.49%
Positive Months
66%
Average Drawdown
-5.1%
Risk-Adjusted
Sharpe Ratio
0.68
Risk-free rate: 2.0%
Sortino Ratio
0.62
Downside risk adjusted
Return/Volatility
0.81
Calmar Ratio
0.36
Return/Max Drawdown
Ulcer Index
6.71
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
40,492.91
Backtest Period
2013-12-06 to 2026-05-07
12.4 years
Rebalancing
annual
Base Currency
EUR