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None Rebalancing

EUR

Moderate Risk

2.6yr backtest

Performance Summary

Total Return+113.98%

Annualized Return+34.31%

Volatility+16.08%

Sharpe Ratio2.01

Max Drawdown+19.05%

Holdings

Asset Allocation

Asset Class

Equity 91.0%Commodities 9.0%

Holdings Details

Diversified global ETF portfolio targeting ESG, momentum, semiconductors, emerging markets, commodities, and clean energy themes for growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XZW0.XETRA Xtrackers MSCI World ESG UCITS ETF 1C • IE00BZ02LR44	IE00BZ02LR44	Acc	ETF	29.0%	0.2%
CEMR.XETRA iShares Edge MSCI Europe Momentum Factor UCITS ETF • IE00BQN1K786	IE00BQN1K786	Acc	ETF	17.0%	0.25%
LSMC.XETRA Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033	LU1900066033	Acc	ETF	14.0%	0.35%
EUNI.XETRA iShares MSCI Emerging Market Small Cap UCITS • IE00B3F81G20	IE00B3F81G20	Dist	ETF	13.0%	0.74%
DFEN.XETRA VanEck Defense UCITS ETF A • IE000YYE6WK5	IE000YYE6WK5	Acc	ETF	13.0%	0.55%
ETL2.XETRA L&G Longer Dated All Commodities UCITS ETF • IE00B4WPHX27	IE00B4WPHX27	Acc	ETF	9.0%	0.3%
XEMC.XETRA Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C • IE000DNSAS54	IE000DNSAS54	Acc	ETF	2.0%	0.16%
RENW.XETRA L&G Clean Energy UCITS ETF • IE00BK5BCH80	IE00BK5BCH80	Acc	ETF	1.5%	0.49%
LOGS.XETRA Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Acc • LU1834988278	LU1834988278	Acc	ETF	1.5%	0.3%
Total		Total			100.0%	0.36%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €21,398.11

Histogram of Monthly Returns

The portfolio had a positive return during 23 of the 32 months (72%)

Monthly Returns Heatmap

Best month: +11.5% • Worst month: -5.4% • Best year: 2024 (+30.3%) • Worst year: 2023 (+10.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+6.9%	+0.5%	-5.4%	+11.5%	+7.4%	-	-	-	-	-	-	-	+21.8%
2025	+3.4%	-1.6%	-5.2%	-0.7%	+8.3%	+3.3%	+4.6%	-1.2%	+5.9%	+5.3%	-3.0%	+1.8%	+22.2%
2024	+3.8%	+6.6%	+4.8%	-1.1%	+3.2%	+4.7%	-1.9%	-0.3%	+1.2%	+1.5%	+4.3%	+0.4%	+30.3%
2023	-	-	-	-	-	-	-	-	-	+0.5%	+6.3%	+3.3%	+10.4%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +19.05% • The longest drawdown period lasted for 4 months and was between February 2025 and June 2025. It reached a trough of -19.1%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (13.0% of total allocation)

Total Dividends Received

€55.89

4 payments

Dividend Yield

0.15%

(annualized)

Avg Per Payment

€13.97

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown

Dividend income per calendar year

Year	Dividends	Yield	Payments
2025	€29.49	0.19%	2
2024	€26.39	0.20%	2
Total	€55.89	0.15%	4

Detailed Metrics

Returns

Total Return

+113.98%

Annualized Return

+34.31%

Avg Monthly Return

+2.48%

Risk

Volatility (Annual)

+16.08%

Max Drawdown

+19.05%

Positive Months

72%

Average Drawdown

-2.7%

Risk-Adjusted

Sharpe Ratio

2.01

Risk-free rate: 2.0%

Sortino Ratio

1.87

Downside risk adjusted

Return/Volatility

2.13

Calmar Ratio

1.80

Return/Max Drawdown

Ulcer Index

3.58

Drawdown depth & duration

Martin Ratio

0.09

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€21,398.11

Backtest Period

2023-10-30 to 2026-05-29
2.6 years

Rebalancing

none

Base Currency

EUR