HomePortfoliosMittelfristig Auto scalable

Mittelfristig Auto scalable

Created byuser-pqorkc
None Rebalancing
EUR
Moderate Risk
0.4yr backtest

Performance Summary

Total Return+7.24%
Annualized Return+17.65%
Volatility+12.20%
Sharpe Ratio1.28
Max Drawdown+7.86%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Money Market 30.0%
Holdings Details
Global equity ETF portfolio for balanced growth with 70% worldwide stocks and 30% euro cash for stability and liquidity.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
70.0%0.19%
VCAA.XETRA
Vanguard EUR Cash UCITS ETF (Acc) • IE000SOORXS0
ETF
30.0%0.07%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,723.53
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 6 months (83%)
Monthly Returns Heatmap
Best month: +6.0% • Worst month: -3.7% • Best year: 2026 (+7.0%) • Worst year: 2025 (+0.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.9%+1.3%-3.7%+6.0%+2.5%-------+7.0%
2025-----------+0.3%+0.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.86% • The longest drawdown period lasted for 1 month and was between March 2026 and May 2026. It reached a trough of -7.9%.

Detailed Metrics

Returns
Total Return
+7.24%
Annualized Return
+17.65%
Avg Monthly Return
+1.21%
Risk
Volatility (Annual)
+12.20%
Max Drawdown
+7.86%
Positive Months
83%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
1.28
Risk-free rate: 2.0%
Sortino Ratio
1.38
Downside risk adjusted
Return/Volatility
1.45
Calmar Ratio
2.25
Return/Max Drawdown
Ulcer Index
2.84
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,723.53
Backtest Period
2025-12-09 to 2026-05-15
0.4 years
Rebalancing
none
Base Currency
EUR