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Iron Dome Energy Alt Monthly

Created byuser-iqkfv9
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Monthly Rebalancing
EUR
Moderate Risk
2.9yr backtest

Performance Summary

Total Return+141.49%
Annualized Return+36.09%
Volatility+12.82%
Sharpe Ratio2.66
Max Drawdown+10.78%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%
Holdings Details
Diversified ETF portfolio blending defense, gold, utilities, semiconductors, banks, and hydrogen for balanced global exposure and thematic growth.
AssetTypeAllocationTER
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
25.0%0.55%
GOLD.PA
Amundi Physical Gold ETC (C) • FR0013416716
ETF
20.0%0.12%
WELD.XETRA
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) • IE000PMX0MW6
ETF
20.0%0.18%
CHIP.PA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
15.0%0.35%
BNKE.PA
Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390
ETF
10.0%0.3%
ANRJ.PA
Amundi Global Hydrogen UCITS ETF Acc • FR0010930644
ETF
10.0%0.45%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €24,148.52
Histogram of Monthly Returns
The portfolio had a positive return during 27 of the 35 months (77%)
Monthly Returns Heatmap
Best month: +10.3% • Worst month: -6.1% • Best year: 2025 (+43.3%) • Worst year: 2023 (+7.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.3%+3.6%-6.1%+6.5%--------+14.3%
2025+4.5%+1.8%+1.0%+1.8%+6.8%+1.5%+5.7%-0.8%+8.3%+6.0%-1.2%+1.5%+43.3%
2024+2.8%+5.6%+7.1%+0.7%+3.7%+0.9%+1.9%+1.2%+2.6%+3.2%+2.6%-0.2%+37.0%
2023------0.3%+3.2%-0.9%-1.4%-0.2%+5.1%+2.1%+7.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +10.78% • The longest drawdown period lasted for 2 months and was between August 2023 and October 2023. It reached a trough of -4.4%.

Detailed Metrics

Returns
Total Return
+141.49%
Annualized Return
+36.09%
Avg Monthly Return
+2.60%
Risk
Volatility (Annual)
+12.82%
Max Drawdown
+10.78%
Positive Months
77%
Average Drawdown
-1.5%
Risk-Adjusted
Sharpe Ratio
2.66
Risk-free rate: 2.0%
Sortino Ratio
2.56
Downside risk adjusted
Return/Volatility
2.82
Calmar Ratio
3.35
Return/Max Drawdown
Ulcer Index
1.80
Drawdown depth & duration
Martin Ratio
0.19
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€24,148.52
Backtest Period
2023-06-20 to 2026-04-30
2.9 years
Rebalancing
monthly
Base Currency
EUR
Iron Dome Energy Alt Monthly | +36.1% CAGR | ETF Backtest