Home PortfoliosInvestir +

Investir +

Created byuser-5c2v2y

None Rebalancing

EUR

Moderate Risk

1.0yr backtest

Performance Summary

Total Return+21.67%

Annualized Return+22.93%

Volatility+11.98%

Sharpe Ratio1.75

Max Drawdown+8.13%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global ETF portfolio with core MSCI World, plus European value, emerging markets, US tech, and India equity allocations.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
DCAM.PA Amundi PEA Monde (MSCI World) UCITS ETF Acc • FR001400U5Q4	FR001400U5Q4	Acc	ETF	35.0%	0.2%
LGWS.XETRA Amundi MSCI EMU Value Factor UCITS ETF Dist • LU1598690169	LU1598690169	Dist	ETF	20.0%	0.4%
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020	FR0013412020	Acc	ETF	16.0%	0.3%
BJL8.XETRA BNP Paribas Easy Bloomberg Europe Defense UCITS ETF Acc • LU3047998896	LU3047998896	Acc	ETF	10.0%	0.18%
PANX.PA Amundi PEA US Tech Screened UCITS ETF Acc • FR0013412269	FR0013412269	Acc	ETF	5.0%	0.3%
SELD.XETRA Amundi Stoxx Europe Select Dividend 30 UCITS ETF Dist • LU1812092168	LU1812092168	Dist	ETF	5.0%	0.3%
MMS.PA Lyxor MSCI EMU Small Cap UCITS ETF EUR • FR0010168773	FR0010168773	Dist	ETF	5.0%	0.4%
PINR.PA Amundi PEA Inde (MSCI India) UCITS ETF Acc • FR0011869320	FR0011869320	Acc	ETF	4.0%	0.85%
Total		Total			100.0%	0.30%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,166.72

Histogram of Monthly Returns

The portfolio had a positive return during 9 of the 12 months (75%)

Monthly Returns Heatmap

Best month: +7.8% • Worst month: -6.6% • Best year: 2025 (+12.4%) • Worst year: 2026 (+8.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.7%	+2.6%	-6.6%	+7.8%	+1.9%	-	-	-	-	-	-	-	+8.2%
2025	-	-	-	-	-	+1.2%	+3.2%	-0.1%	+3.5%	+3.3%	-0.8%	+1.6%	+12.4%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +8.13% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -8.1%.

Dividend Income

Summary

This portfolio contains 3 distributing ETFs (30.0% of total allocation)

Total Dividends Received

€120.67

3 payments

Dividend Yield

1.15%

(annualized)

Avg Per Payment

€40.22

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

Year	Dividends	Yield	Payments
2025	€120.67	1.13%	3
Total	€120.67	1.15%	3

Detailed Metrics

Returns

Total Return

+21.67%

Annualized Return

+22.93%

Avg Monthly Return

+1.70%

Risk

Volatility (Annual)

+11.98%

Max Drawdown

+8.13%

Positive Months

75%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

1.75

Risk-free rate: 2.0%

Sortino Ratio

1.73

Downside risk adjusted

Return/Volatility

1.91

Calmar Ratio

2.82

Return/Max Drawdown

Ulcer Index

1.97

Drawdown depth & duration

Martin Ratio

0.11

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,166.72

Backtest Period

2025-06-02 to 2026-05-15
1.0 years

Rebalancing

none

Base Currency

EUR