Home PortfoliosKaiser Butterfly

Kaiser Butterfly

Created byuser-a1qdsa

Annual Rebalancing

EUR

Moderate Risk

1.4yr backtest

Performance Summary

Total Return+27.96%

Annualized Return+19.44%

Volatility+10.66%

Sharpe Ratio1.64

Max Drawdown+8.25%

Holdings

Asset Allocation

Asset Class

Equity 66.7%Precious Metals 20.8%Bonds 12.5%

Holdings Details

Diversified ETF portfolio blending global stocks, gold, bonds, and managed futures for a balanced, multi-asset strategy across markets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
NTSG.XETRA WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc • IE00077IIPQ8	IE00077IIPQ8	Acc	ETF	25.1%	0.25%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	20.8%	0.12%
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403	LU2951555403	Acc	ETF	16.7%	0.75%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	16.7%	0.39%
LYQ6.XETRA Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385	LU1650489385	Acc	ETF	12.5%	0.15%
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825	IE00BP3QZ825	Acc	ETF	4.1%	0.25%
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	4.1%	0.18%
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,796.42

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 17 months (76%)

Monthly Returns Heatmap

Best month: +4.7% • Worst month: -5.2% • Best year: 2025 (+14.5%) • Worst year: 2026 (+11.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.3%	+4.5%	-5.2%	+3.2%	+2.6%	+0.1%	-0.8%	+2.8%	-	-	-	-	+11.8%
2025	-	-	-	-2.9%	+3.1%	-0.9%	+2.9%	+0.8%	+4.0%	+4.7%	+1.3%	+0.8%	+14.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +8.25% • The longest drawdown period lasted for 3 months and was between March 2026 and June 2026. It reached a trough of -7.8%.

Detailed Metrics

Returns

Total Return

+27.96%

Annualized Return

+19.44%

Avg Monthly Return

+1.50%

Risk

Volatility (Annual)

+10.66%

Max Drawdown

+8.25%

Positive Months

76%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

1.64

Risk-free rate: 2.0%

Sortino Ratio

1.52

Downside risk adjusted

Return/Volatility

1.82

Calmar Ratio

2.36

Return/Max Drawdown

Ulcer Index

2.01

Drawdown depth & duration

Martin Ratio

0.09

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,796.42

Backtest Period

2025-04-01 to 2026-08-21
1.4 years

Rebalancing

annual

Base Currency

EUR