HomePortfoliosPAC2 Semic_SnP_QDVE_AI

PAC2 Semic_SnP_QDVE_AI

Created byuser-61bnq6
Optimize
None Rebalancing
EUR
High Risk
2.8yr backtest

Performance Summary

Total Return+232.43%
Annualized Return+54.41%
Volatility+31.26%
Sharpe Ratio1.68
Max Drawdown+35.73%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global tech-focused ETF portfolio with 80% semiconductors plus S&P 500 and world equity exposure for diversified growth.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
80.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
10.0%0.15%
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
5.0%0.03%
SC0J.XETRA
Invesco MSCI World UCITS ETF Acc • IE00B60SX394
ETF
5.0%0.05%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €33,243.12
Histogram of Monthly Returns
The portfolio had a positive return during 23 of the 34 months (68%)
Monthly Returns Heatmap
Best month: +34.8% • Worst month: -20.1% • Best year: 2026 (+70.5%) • Worst year: 2023 (+20.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+14.6%+1.6%-9.1%+34.8%+25.5%+12.7%-20.1%+5.8%----+70.5%
2025+2.9%-6.1%-12.9%-5.1%+12.3%+10.9%+3.7%-1.0%+11.8%+16.0%-3.8%+2.6%+30.7%
2024+3.9%+9.7%+4.8%-3.9%+4.9%+10.1%-7.0%-3.6%+0.4%-1.6%+3.1%+2.4%+23.9%
2023----------+10.0%+9.4%+20.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +35.73% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -35.7%.

Detailed Metrics

Returns
Total Return
+232.43%
Annualized Return
+54.41%
Avg Monthly Return
+4.11%
Risk
Volatility (Annual)
+31.26%
Max Drawdown
+35.73%
Positive Months
68%
Average Drawdown
-9.0%
Risk-Adjusted
Sharpe Ratio
1.68
Risk-free rate: 2.0%
Sortino Ratio
1.60
Downside risk adjusted
Return/Volatility
1.74
Calmar Ratio
1.52
Return/Max Drawdown
Ulcer Index
10.67
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€33,243.12
Backtest Period
2023-11-01 to 2026-08-07
2.8 years
Rebalancing
none
Base Currency
EUR