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non_US ETFs

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None Rebalancing

EUR

Moderate Risk

Multi-currency

2.2yr backtest

Performance Summary

Total Return+39.22%

Annualized Return+16.48%

Volatility+13.61%

Sharpe Ratio1.06

Max Drawdown+19.32%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity ETF portfolio with 100% stock allocation across developed and emerging markets for broad worldwide exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	40.0%	0.19%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	30.0%	0.15%
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	20.0%	0.18%
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66	IE00B3YLTY66	Acc	ETF	10.0%	0.17%
Total		Total			100.0%	0.17%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,921.67

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 27 months (67%)

Monthly Returns Heatmap

Best month: +8.6% • Worst month: -6.9% • Best year: 2025 (+13.2%) • Worst year: 2026 (+10.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.8%	+3.8%	-6.9%	+8.6%	+2.6%	-	-	-	-	-	-	-	+10.7%
2025	+4.2%	-0.9%	-5.4%	-3.0%	+5.4%	+0.8%	+3.5%	+0.6%	+3.1%	+4.2%	-0.4%	+1.0%	+13.2%
2024	-	-	+2.4%	-1.1%	+1.0%	+3.4%	+0.6%	-0.2%	+2.0%	-0.8%	+4.5%	-1.0%	+11.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +19.32% • The longest drawdown period lasted for 6 months and was between February 2025 and August 2025. It reached a trough of -19.3%.

Detailed Metrics

Returns

Total Return

+39.22%

Annualized Return

+16.48%

Avg Monthly Return

+1.29%

Risk

Volatility (Annual)

+13.61%

Max Drawdown

+19.32%

Positive Months

67%

Average Drawdown

-2.7%

Risk-Adjusted

Sharpe Ratio

1.06

Risk-free rate: 2.0%

Sortino Ratio

1.02

Downside risk adjusted

Return/Volatility

1.21

Calmar Ratio

0.85

Return/Max Drawdown

Ulcer Index

3.77

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,921.67

Backtest Period

2024-03-14 to 2026-05-15
2.2 years

Rebalancing

none

Base Currency

EUR