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Marco Core base

Created byuser-08i4nz

FIRE Projection

Annual Rebalancing

EUR

Moderate Risk

1.9yr backtest

Performance Summary

Total Return+36.54%

Annualized Return+17.38%

Volatility+14.24%

Sharpe Ratio1.08

Max Drawdown+21.29%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Global equity ETF portfolio with 85% developed markets, 25% small-cap value, and 15% emerging markets for diversified long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
UETW.XETRA UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59	IE00BD4TXV59	Acc	ETF	60.0%	0.06%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	25.0%	0.39%
AEEM.PA Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370	LU1681045370	Acc	ETF	15.0%	0.2%
Total		Total			100.0%	0.16%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,654.42

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 24 months (75%)

Monthly Returns Heatmap

Best month: +8.6% • Worst month: -6.7% • Best year: 2026 (+18.0%) • Worst year: 2024 (+5.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.5%	+3.2%	-5.0%	+8.6%	+5.1%	+1.9%	-1.3%	+2.1%	+0.2%	-	-	-	+18.0%
2025	+4.2%	-2.5%	-6.7%	-4.6%	+6.2%	+1.1%	+4.3%	+1.0%	+2.5%	+3.7%	+0.2%	+0.7%	+9.7%
2024	-	-	-	-	-	-	-	-	-	+0.6%	+7.2%	-2.1%	+5.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.29% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.3%.

Detailed Metrics

Returns

Total Return

+36.54%

Annualized Return

+17.38%

Avg Monthly Return

+1.37%

Risk

Volatility (Annual)

+14.24%

Max Drawdown

+21.29%

Positive Months

75%

Average Drawdown

-3.5%

Risk-Adjusted

Sharpe Ratio

1.08

Risk-free rate: 2.0%

Sortino Ratio

1.00

Downside risk adjusted

Return/Volatility

1.22

Calmar Ratio

0.82

Return/Max Drawdown

Ulcer Index

4.83

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,654.42

Backtest Period

2024-10-01 to 2026-09-11
1.9 years

Rebalancing

annual

Base Currency

EUR