HomePortfoliosIron Dome With Energy

Iron Dome With Energy

Created byuser-iqkfv9
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None Rebalancing
EUR
Moderate Risk
3.2yr backtest

Performance Summary

Total Return+152.14%
Annualized Return+34.07%
Volatility+13.77%
Sharpe Ratio2.33
Max Drawdown+11.54%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%
Holdings Details
Diversified ETF portfolio blending defense, gold, utilities, semiconductors, European energy, and banks for strategic global exposure.
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%
ESIE.XETRA
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) • IE00BMW42637
ETF
10.0%0.18%
BNKE.PA
Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390
ETF
10.0%0.3%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €25,213.71
Histogram of Monthly Returns
The portfolio had a positive return during 31 of the 39 months (79%)
Monthly Returns Heatmap
Best month: +10.6% • Worst month: -4.7% • Best year: 2025 (+42.7%) • Worst year: 2023 (+7.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.6%+2.1%-4.7%+5.7%+4.5%-2.3%-2.0%+7.4%----+22.0%
2025+4.7%+1.8%+1.5%+1.3%+6.9%+1.9%+5.6%-0.6%+8.5%+4.8%-1.8%+2.1%+42.7%
2024+2.8%+5.7%+7.2%+1.0%+3.4%+1.6%+1.0%+0.6%+1.3%+3.7%+2.1%+0.5%+35.3%
2023------0.4%+3.3%-1.0%-1.2%+0.2%+4.4%+1.6%+7.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +11.54% • The longest drawdown period lasted for 2 months and was between August 2023 and October 2023. It reached a trough of -4.6%.

Detailed Metrics

Returns
Total Return
+152.14%
Annualized Return
+34.07%
Avg Monthly Return
+2.45%
Risk
Volatility (Annual)
+13.77%
Max Drawdown
+11.54%
Positive Months
79%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
2.33
Risk-free rate: 2.0%
Sortino Ratio
2.20
Downside risk adjusted
Return/Volatility
2.47
Calmar Ratio
2.95
Return/Max Drawdown
Ulcer Index
2.02
Drawdown depth & duration
Martin Ratio
0.16
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€25,213.71
Backtest Period
2023-06-19 to 2026-08-14
3.2 years
Rebalancing
none
Base Currency
EUR