HomePortfoliosMittelfristig Auto scalable

Mittelfristig Auto scalable

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

Performance Summary

Total Return+4.38%
Annualized Return+12.21%
Volatility+12.66%
Sharpe Ratio0.81
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 €10,438.2
Histogram of Monthly Returns
The portfolio had a positive return during 4 of the 5 months (80%)
Monthly Returns Heatmap
Best month: +5.8% • Worst month: -3.7% • Best year: 2026 (+4.1%) • Worst year: 2025 (+0.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.9%+1.3%-3.7%+5.8%--------+4.1%
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 April 2026. It reached a trough of -7.9%.

Detailed Metrics

Returns
Total Return
+4.38%
Annualized Return
+12.21%
Avg Monthly Return
+0.90%
Risk
Volatility (Annual)
+12.66%
Max Drawdown
+7.86%
Positive Months
80%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
0.81
Risk-free rate: 2.0%
Sortino Ratio
0.87
Downside risk adjusted
Return/Volatility
0.96
Calmar Ratio
1.55
Return/Max Drawdown
Ulcer Index
3.01
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,438.2
Backtest Period
2025-12-09 to 2026-04-24
0.4 years
Rebalancing
none
Base Currency
EUR