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IPS

Created byuser-c3glzx
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None Rebalancing
EUR
High Risk
2.8yr backtest

Performance Summary

Total Return+226.99%
Annualized Return+52.03%
Volatility+25.39%
Sharpe Ratio1.97
Max Drawdown+20.16%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio investing in space, defense, and nuclear technology sectors for targeted growth and innovation exposure.
AssetTypeAllocationTER
JEDI.XETRA
VanEck Space Innovators UCITS ETF • IE000YU9K6K2
ETF
34.0%0.55%
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
33.0%0.55%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
33.0%0.55%
Total100.0%0.55%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €32,698.64
Histogram of Monthly Returns
The portfolio had a positive return during 25 of the 35 months (71%)
Monthly Returns Heatmap
Best month: +20.1% • Worst month: -13.0% • Best year: 2025 (+57.8%) • Worst year: 2023 (+8.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+20.1%-3.2%-5.0%+17.1%--------+29.4%
2025+7.1%-5.7%-3.0%+3.1%+14.7%+10.7%+7.7%+1.1%+11.2%+9.8%-13.0%+6.3%+57.8%
2024+3.2%+4.0%+5.8%-1.6%+3.5%-0.0%+3.3%+0.1%+4.6%+8.1%+14.3%-4.8%+47.0%
2023------0.4%+2.6%+2.5%+0.7%-3.2%+3.4%+3.1%+8.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.16% • The longest drawdown period lasted for 3 months and was between February 2025 and May 2025. It reached a trough of -20.2%.

Detailed Metrics

Returns
Total Return
+226.99%
Annualized Return
+52.03%
Avg Monthly Return
+3.67%
Risk
Volatility (Annual)
+25.39%
Max Drawdown
+20.16%
Positive Months
71%
Average Drawdown
-3.8%
Risk-Adjusted
Sharpe Ratio
1.97
Risk-free rate: 2.0%
Sortino Ratio
1.95
Downside risk adjusted
Return/Volatility
2.05
Calmar Ratio
2.58
Return/Max Drawdown
Ulcer Index
4.96
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€32,698.64
Backtest Period
2023-06-19 to 2026-04-17
2.8 years
Rebalancing
none
Base Currency
EUR