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Iron Dome with Energy Alt

Created byuser-iqkfv9

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None Rebalancing

EUR

Moderate Risk

3.2yr backtest

Performance Summary

Total Return+157.86%

Annualized Return+35.07%

Volatility+14.14%

Sharpe Ratio2.34

Max Drawdown+11.41%

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 strategic global exposure and resilience.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
DFEN.XETRA VanEck Defense UCITS ETF A • IE000YYE6WK5	IE000YYE6WK5	Acc	ETF	25.0%	0.55%
GOLD.PA Amundi Physical Gold ETC (C) • FR0013416716	FR0013416716	Acc	ETF	20.0%	0.12%
WELD.XETRA Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) • IE000PMX0MW6	IE000PMX0MW6	Acc	ETF	20.0%	0.18%
CHIP.PA Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033	LU1900066033	Acc	ETF	15.0%	0.35%
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390	LU1829219390	Acc	ETF	10.0%	0.3%
ANRJ.PA Amundi Global Hydrogen UCITS ETF Acc • FR0010930644	FR0010930644	Acc	ETF	10.0%	0.45%
Total		Total			100.0%	0.33%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €25,786.06

Histogram of Monthly Returns

The portfolio had a positive return during 30 of the 39 months (77%)

Monthly Returns Heatmap

Best month: +10.8% • Worst month: -6.6% • Best year: 2025 (+44.2%) • Worst year: 2023 (+7.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+10.8%	+2.4%	-6.6%	+7.0%	+4.7%	-2.1%	-3.3%	+7.4%	-	-	-	-	+20.9%
2025	+4.5%	+1.6%	+1.0%	+2.2%	+7.1%	+1.8%	+5.9%	-0.8%	+8.9%	+5.3%	-2.0%	+2.1%	+44.2%
2024	+2.9%	+6.0%	+7.2%	+0.4%	+3.8%	+1.4%	+1.3%	+0.9%	+2.5%	+3.4%	+2.6%	+0.3%	+37.6%
2023	-	-	-	-	-	-0.3%	+3.3%	-0.9%	-1.4%	-0.4%	+5.0%	+2.1%	+7.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +11.41% • 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

+157.86%

Annualized Return

+35.07%

Avg Monthly Return

+2.52%

Risk

Volatility (Annual)

+14.14%

Max Drawdown

+11.41%

Positive Months

77%

Average Drawdown

-1.8%

Risk-Adjusted

Sharpe Ratio

2.34

Risk-free rate: 2.0%

Sortino Ratio

2.24

Downside risk adjusted

Return/Volatility

2.48

Calmar Ratio

3.07

Return/Max Drawdown

Ulcer Index

2.08

Drawdown depth & duration

Martin Ratio

0.16

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€25,786.06

Backtest Period

2023-06-20 to 2026-08-14
3.2 years

Rebalancing

none

Base Currency

EUR