HomePortfoliosMittelfristig Auto scalable

Mittelfristig Auto scalable

Created byuser-pqorkc
None Rebalancing
EUR
Moderate Risk
0.5yr backtest

Performance Summary

Total Return+8.68%
Annualized Return+18.63%
Volatility+11.63%
Sharpe Ratio1.43
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 €10,868.15
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 7 months (71%)
Monthly Returns Heatmap
Best month: +6.0% • Worst month: -3.7% • Best year: 2026 (+8.4%) • Worst year: 2025 (+0.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.9%+1.3%-3.7%+6.0%+4.3%-0.3%------+8.4%
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
+8.68%
Annualized Return
+18.63%
Avg Monthly Return
+1.24%
Risk
Volatility (Annual)
+11.63%
Max Drawdown
+7.86%
Positive Months
71%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
1.43
Risk-free rate: 2.0%
Sortino Ratio
1.54
Downside risk adjusted
Return/Volatility
1.60
Calmar Ratio
2.37
Return/Max Drawdown
Ulcer Index
2.67
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,868.15
Backtest Period
2025-12-09 to 2026-06-05
0.5 years
Rebalancing
none
Base Currency
EUR