HomePortfoliosIshare 1-5

Ishare 1-5

Created byuser-pqorkc
None Rebalancing
EUR
Low Risk
4.0yr backtest

Performance Summary

Total Return+10.36%
Annualized Return+2.52%
Volatility+2.78%
Sharpe Ratio0.19
Max Drawdown+5.63%

Holdings

Asset Allocation

Asset Class

Bonds 100.0%
Holdings Details
A focused ETF portfolio investing 100% in short-term euro corporate bonds for stability and predictable income in European markets.
AssetTypeAllocationTER
IE1A.XETRA
iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Acc) • IE000F6G1DE0
ETF
100.0%0.2%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,036.48
Histogram of Monthly Returns
The portfolio had a positive return during 31 of the 49 months (63%)
Monthly Returns Heatmap
Best month: +3.1% • Worst month: -2.9% • Best year: 2023 (+5.8%) • Worst year: 2022 (-3.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.6%+0.3%-1.6%+1.1%--------+0.3%
2025+0.4%+0.5%-0.2%+0.7%+0.4%+0.3%+0.3%+0.1%+0.3%+0.5%+0.0%-0.1%+3.3%
2024-0.0%-0.6%+0.9%-0.4%+0.4%+0.6%+1.2%+0.5%+0.9%-0.1%+1.1%-0.1%+4.4%
2023+0.9%-0.9%+0.9%+0.3%+0.1%-0.3%+0.9%+0.2%-0.3%+0.4%+1.5%+1.9%+5.8%
2022---+0.0%-0.5%-2.3%+3.1%-2.9%-1.9%-0.4%+1.8%-0.5%-3.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.63% • The longest drawdown period lasted for 1 year and 4 months and was between August 2022 and November 2023. It reached a trough of -5.6%.

Detailed Metrics

Returns
Total Return
+10.36%
Annualized Return
+2.52%
Avg Monthly Return
+0.21%
Risk
Volatility (Annual)
+2.78%
Max Drawdown
+5.63%
Positive Months
63%
Average Drawdown
-1.4%
Risk-Adjusted
Sharpe Ratio
0.19
Risk-free rate: 2.0%
Sortino Ratio
0.19
Downside risk adjusted
Return/Volatility
0.91
Calmar Ratio
0.45
Return/Max Drawdown
Ulcer Index
1.91
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,036.48
Backtest Period
2022-04-29 to 2026-04-17
4.0 years
Rebalancing
none
Base Currency
EUR