HomePortfoliosMittelfristig Auto scalable

Mittelfristig Auto scalable

Created byuser-pqorkc
None Rebalancing
EUR
Moderate Risk
0.7yr backtest

Performance Summary

Total Return+11.70%
Annualized Return+18.26%
Volatility+10.83%
Sharpe Ratio1.50
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 €11,169.89
Histogram of Monthly Returns
The portfolio had a positive return during 7 of the 9 months (78%)
Monthly Returns Heatmap
Best month: +6.0% • Worst month: -3.7% • Best year: 2026 (+11.4%) • Worst year: 2025 (+0.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.9%+1.3%-3.7%+6.0%+4.3%+1.0%-0.9%+2.4%----+11.4%
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
+11.70%
Annualized Return
+18.26%
Avg Monthly Return
+1.27%
Risk
Volatility (Annual)
+10.83%
Max Drawdown
+7.86%
Positive Months
78%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
1.50
Risk-free rate: 2.0%
Sortino Ratio
1.61
Downside risk adjusted
Return/Volatility
1.69
Calmar Ratio
2.32
Return/Max Drawdown
Ulcer Index
2.34
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,169.89
Backtest Period
2025-12-09 to 2026-08-07
0.7 years
Rebalancing
none
Base Currency
EUR