HomePortfoliosLU0099574567

LU0099574567

LU0099574567

None Rebalancing
EUR
High Risk
26.5yr backtest

Performance Summary

Total Return+748.84%
Annualized Return+8.39%
Volatility+29.24%
Sharpe Ratio0.22
Max Drawdown+81.13%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in global technology stocks with this focused equity portfolio for high-growth potential in the innovation sector.
AssetTypeAllocationTER
LU0099574567
Fidelity Global Technology A-EURLU0099574567
FUND
100.0%1.89%
Total100.0%1.89%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €84,883.5
Histogram of Monthly Returns
The portfolio had a positive return during 177 of the 301 months (59%)
Monthly Returns Heatmap
Best month: +22.0% • Worst month: -22.4% • Best year: 2009 (+61.7%) • Worst year: 2002 (-45.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.6%-1.7%-4.9%+13.5%+4.6%-------+12.8%
2025+3.4%-2.3%-9.3%-4.5%+8.2%+3.4%+4.7%-1.4%+5.8%+5.7%-4.3%+1.9%+10.0%
2024+1.7%+4.2%+3.0%-2.3%+1.2%+7.0%-0.1%-1.5%+1.4%+1.4%+5.6%+1.0%+24.7%
2023+12.5%+0.6%+3.5%-4.1%+7.2%+2.8%+3.4%-1.3%-1.4%-4.2%+10.4%+5.8%+39.3%
2022-4.1%-3.3%+4.2%-4.9%-2.8%-6.7%+11.8%-1.6%-7.4%+2.4%+0.7%-7.2%-18.7%
2021+3.8%+4.8%+5.8%+1.1%-1.4%+5.6%-0.1%+3.4%-1.9%+3.6%+0.4%+3.2%+31.5%
2020+2.5%-6.7%-8.3%+13.3%+3.2%+6.2%+0.4%+5.9%-1.3%-2.0%+12.7%+4.6%+32.2%
2019+11.9%+3.8%+3.3%+7.6%-10.0%+5.9%+5.8%-2.9%+5.7%+1.5%+5.6%+2.4%+46.5%
2018+1.5%+0.9%-2.9%-0.8%+9.5%-1.0%+3.1%+2.8%-0.5%-5.3%+2.0%-7.8%+0.5%
2017+2.5%+6.0%+0.8%+0.6%+0.9%-2.7%-1.1%+1.1%+2.6%+7.6%+0.0%+0.1%+19.4%
2016-11.0%+4.4%+3.0%-4.9%+8.4%-0.3%+6.9%+3.5%+2.4%+1.5%+3.7%+2.0%+19.8%
2015+4.6%+8.4%+1.9%-0.4%+2.2%-2.8%+2.4%-7.6%-2.7%+14.9%+5.4%-4.7%+21.5%
2014+0.0%+3.5%+1.1%-2.6%+5.8%+2.3%+3.1%+4.8%+1.9%+0.9%+5.9%+3.1%+33.8%
2013+1.6%+4.7%+3.2%-1.1%+7.7%-4.9%+6.0%+1.4%+1.1%-1.1%+1.6%+1.1%+22.8%
2012+6.0%+5.2%+3.5%-1.5%-3.9%+1.0%+2.6%+3.0%-0.0%-6.5%+3.0%+0.0%+12.2%
2011-+4.8%-6.6%-0.8%+0.0%-3.4%+1.0%-7.2%+0.8%+8.1%-3.2%+3.1%-4.4%
2010-3.2%+2.0%+10.5%+4.9%-3.8%-5.1%-0.0%-2.9%+4.6%+4.9%+5.4%-+17.3%
2009+7.2%-3.3%+5.2%+14.2%-+3.4%+10.0%+0.9%+4.5%-4.5%-0.2%+13.5%+61.7%
2008-15.8%-1.5%-8.4%+8.4%+4.6%-10.4%-1.3%--6.9%-7.3%--16.9%-45.4%
2007+1.0%-1.8%-2.0%+3.3%+3.5%+4.5%-0.5%-0.6%-+5.6%-7.6%+0.4%+5.3%
2006+3.4%+1.5%+0.0%--11.7%-0.7%-2.4%+5.5%+4.3%+1.5%+0.5%-+0.9%
2005+0.5%+0.3%-1.1%-4.4%+12.6%+1.9%-+0.5%+3.3%-0.6%+9.3%+0.1%+23.7%
2004+4.5%--2.7%-2.7%-1.1%-0.4%-8.9%-1.8%-0.8%-+2.2%-0.1%-11.6%
2003-2.9%-3.2%-0.6%+8.2%+1.3%+3.3%+8.0%-+3.1%+8.8%--6.1%+20.4%
2002-1.4%-6.0%--9.6%-6.9%--22.4%-0.4%-17.6%+17.3%+12.3%-16.6%-45.4%
2001-6.6%-19.3%-12.3%+17.5%-2.0%-1.4%-11.8%-14.3%--5.5%+16.5%+3.1%-35.6%
2000-6.4%+15.6%+5.8%--15.6%+7.2%-1.9%+15.3%-13.6%-8.9%-10.8%--17.7%
1999----------+22.0%+20.9%+47.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +81.13% • The longest drawdown period lasted for 16 years and 4 months and was between September 2000 and February 2017. It reached a trough of -81.1%.

Detailed Metrics

Returns
Total Return
+748.84%
Annualized Return
+8.39%
Avg Monthly Return
+0.92%
Risk
Volatility (Annual)
+29.24%
Max Drawdown
+81.13%
Positive Months
59%
Average Drawdown
-25.9%
Risk-Adjusted
Sharpe Ratio
0.22
Risk-free rate: 2.0%
Sortino Ratio
0.21
Downside risk adjusted
Return/Volatility
0.29
Calmar Ratio
0.10
Return/Max Drawdown
Ulcer Index
35.13
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
84,883.5
Backtest Period
1999-11-01 to 2026-05-18
26.5 years
Rebalancing
none
Base Currency
EUR