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IPS

Created byuser-c3glzx
Annual Rebalancing
SEK
Moderate Risk
Multi-currency
0.4yr backtest

Performance Summary

Total Return+12.51%
Annualized Return+35.40%
Volatility+19.91%
Sharpe Ratio1.68
Max Drawdown+8.24%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with 75% leveraged MSCI World ETF and 25% quantum computing ETF for targeted growth and tech exposure.
AssetTypeAllocationTER
MONTLEV.ST
Montrose Global Leverage 125 MSCI World UCITS ETF • IE0002UF1FD8
ETF
75.0%0.35%
QQCC.XETRA
Boreas Solactive Quantum Computing UCITS ETF USD (Acc) • IE000N7LUK04
ETF
25.0%0.49%
Total100.0%0.39%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,250.57
Histogram of Monthly Returns
The portfolio had a positive return during 3 of the 6 months (50%)
Monthly Returns Heatmap
Best month: +12.0% • Worst month: -7.5% • Best year: 2026 (+12.5%) • Worst year: 2026 (+12.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026--1.1%-4.1%+11.9%+12.0%+2.3%-7.5%-----+12.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.24% • The longest drawdown period lasted for 1 month and was between March 2026 and April 2026. It reached a trough of -6.3%.

Detailed Metrics

Returns
Total Return
+12.51%
Annualized Return
+35.40%
Avg Monthly Return
+2.26%
Risk
Volatility (Annual)
+19.91%
Max Drawdown
+8.24%
Positive Months
50%
Average Drawdown
-2.8%
Risk-Adjusted
Sharpe Ratio
1.68
Risk-free rate: 2.0%
Sortino Ratio
1.74
Downside risk adjusted
Return/Volatility
1.78
Calmar Ratio
4.30
Return/Max Drawdown
Ulcer Index
2.86
Drawdown depth & duration
Martin Ratio
0.12
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,250.57
Backtest Period
2026-02-25 to 2026-07-17
0.4 years
Rebalancing
annual
Base Currency
SEK