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Mon portefeuille croissance

Created byuser-8nj5qk
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Monthly Rebalancing
EUR
Moderate Risk
12.1yr backtest

Performance Summary

Total Return+243.18%
Annualized Return+10.69%
Volatility+15.81%
Sharpe Ratio0.55
Max Drawdown+34.75%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A globally diversified ETF portfolio with 50% US large-cap, 35% Europe, 15% emerging markets, and targeted small-cap exposure for growth.
AssetTypeAllocationTER
PSP5.PA
Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128
ETF
50.0%0.12%
ETSZ.F
BNP Paribas Easy STOXX Europe 600 UCITS ETF • FR0011550193
ETF
15.0%0.19%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
15.0%0.18%
RS2K.PA
Amundi Russell 2000 UCITS ETF EUR (C) • LU1681038672
ETF
10.0%0.35%
MMS.PA
Lyxor MSCI EMU Small Cap UCITS ETF EUR • FR0010168773
ETF
10.0%0.4%
Total100.0%0.19%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €34,318.08
Histogram of Monthly Returns
The portfolio had a positive return during 91 of the 146 months (62%)
Monthly Returns Heatmap
Best month: +10.5% • Worst month: -13.3% • Best year: 2019 (+29.9%) • Worst year: 2018 (-17.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.1%+1.8%-5.6%+9.4%+6.1%+1.4%-1.8%-----+13.3%
2025+3.6%-2.2%-6.5%-4.0%+6.3%+1.5%+4.5%-0.3%+2.6%+4.1%-0.4%+0.3%+9.1%
2024+2.1%+3.4%+3.7%-1.5%+1.6%+3.6%+1.3%-1.0%+1.7%+0.7%+5.3%-0.6%+22.0%
2023+5.5%+0.7%-1.0%-0.3%+1.9%+3.6%+3.1%-1.1%-2.2%-4.0%+6.0%+4.4%+17.2%
2022-4.5%-2.4%+3.9%-2.3%-2.9%-6.7%+8.9%-1.4%-6.5%+4.3%+1.5%-5.1%-13.6%
2021+1.8%+3.4%+5.6%+1.8%-0.0%+4.2%+0.3%+3.2%-2.0%+4.5%-0.3%+3.7%+29.3%
2020-0.3%-8.2%-13.3%+10.3%+2.1%+2.9%+0.1%+5.3%-0.9%-2.2%+10.5%+2.7%+6.7%
2019+8.3%+3.7%+2.1%+3.6%-5.6%+4.2%+3.4%-2.3%+3.0%+0.1%+4.6%+1.8%+29.9%
2018+2.2%-2.0%-3.0%+3.0%+3.7%-12.2%+2.3%+1.8%-0.1%-5.5%+0.7%-8.1%-17.2%
2017-0.3%+5.1%+1.0%+0.1%-1.3%-0.4%-0.6%-0.4%+2.9%+3.4%+0.0%+0.8%+10.5%
2016-8.4%+2.2%+2.4%-0.1%+3.4%-1.1%+4.8%+0.7%-0.0%+0.3%+5.1%+3.0%+12.2%
2015+5.3%+6.2%+3.0%-1.3%+1.7%-3.7%+2.0%-8.0%-3.0%+9.2%+3.8%-4.2%+10.1%
2014------0.9%+0.2%+4.2%+1.0%+1.4%+3.0%+1.5%+10.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +34.75% • The longest drawdown period lasted for 1 year and 11 months and was between January 2022 and December 2023. It reached a trough of -16.5%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (10.0% of total allocation)

Total Dividends Received

€495.38

12 payments

Dividend Yield

0.22%

(annualized)

Avg Per Payment

€41.28

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2025€77.88
2024€69.99
2023€55.10
2022€59.58
2021€37.88
2020€27.71
2019€34.93
2018€31.37
2017€26.66
2016€29.34
2015€26.64
2014€18.30
Total€495.38

Detailed Metrics

Returns
Total Return
+243.18%
Annualized Return
+10.69%
Avg Monthly Return
+0.93%
Risk
Volatility (Annual)
+15.81%
Max Drawdown
+34.75%
Positive Months
62%
Average Drawdown
-6.1%
Risk-Adjusted
Sharpe Ratio
0.55
Risk-free rate: 2.0%
Sortino Ratio
0.49
Downside risk adjusted
Return/Volatility
0.68
Calmar Ratio
0.31
Return/Max Drawdown
Ulcer Index
7.72
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€34,318.08
Backtest Period
2014-06-10 to 2026-07-31
12.1 years
Rebalancing
monthly
Base Currency
EUR