HomePortfoliosInvesco 85/15

Invesco 85/15

Created byuser-po16t9
None Rebalancing
EUR
Moderate Risk
0.7yr backtest

Performance Summary

Total Return+19.00%
Annualized Return+28.67%
Volatility+12.71%
Sharpe Ratio2.10
Max Drawdown+6.06%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity ETF portfolio with 85% developed and 15% emerging markets exposure, using a multi-factor strategy for diversified growth.
AssetTypeAllocationTER
IQGA.XETRA
Invesco Global Enhanced Equity UCITS ETF Acc • IE000TZ4SIN6
ETF
85.0%0.24%
MHQA.XETRA
Invesco Emerging Markets Enhanced Equity UCITS ETF Acc • IE000U07IGB1
ETF
15.0%0.29%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,899.64
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 9 months (67%)
Monthly Returns Heatmap
Best month: +8.9% • Worst month: -5.1% • Best year: 2026 (+14.5%) • Worst year: 2025 (+3.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.9%+2.5%-5.1%+8.9%+6.1%-0.0%------+14.5%
2025---------+3.0%-0.1%+1.0%+3.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.06% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.1%.

Detailed Metrics

Returns
Total Return
+19.00%
Annualized Return
+28.67%
Avg Monthly Return
+2.02%
Risk
Volatility (Annual)
+12.71%
Max Drawdown
+6.06%
Positive Months
67%
Average Drawdown
-1.5%
Risk-Adjusted
Sharpe Ratio
2.10
Risk-free rate: 2.0%
Sortino Ratio
2.29
Downside risk adjusted
Return/Volatility
2.26
Calmar Ratio
4.73
Return/Max Drawdown
Ulcer Index
1.79
Drawdown depth & duration
Martin Ratio
0.15
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,899.64
Backtest Period
2025-10-03 to 2026-06-12
0.7 years
Rebalancing
none
Base Currency
EUR