HomePortfoliosPAC3 Semic90 ACWI5 SnP5

PAC3 Semic90 ACWI5 SnP5

Created byuser-61bnq6
Optimize
None Rebalancing
EUR
High Risk
2.7yr backtest

Performance Summary

Total Return+280.12%
Annualized Return+64.32%
Volatility+31.68%
Sharpe Ratio1.97
Max Drawdown+37.22%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A concentrated global equity portfolio with 90% in semiconductor ETFs and 10% diversified across world and US markets for targeted tech growth.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
90.0%0.35%
ACWE.PA
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48
ETF
5.0%0.12%
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
5.0%0.03%
Total100.0%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €38,011.88
Histogram of Monthly Returns
The portfolio had a positive return during 22 of the 33 months (67%)
Monthly Returns Heatmap
Best month: +36.4% • Worst month: -13.0% • Best year: 2026 (+92.5%) • Worst year: 2023 (+21.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.6%+2.0%-9.6%+36.4%+26.2%+13.8%-8.7%-----+92.5%
2025+3.4%-6.3%-13.0%-5.4%+12.4%+11.7%+3.0%-0.7%+12.5%+17.0%-3.7%+2.9%+33.6%
2024+3.7%+10.1%+5.0%-4.0%+4.9%+9.8%-7.4%-3.9%+0.2%-2.1%+2.5%+2.4%+21.6%
2023----------+10.4%+10.1%+21.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +37.22% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -37.2%.

Detailed Metrics

Returns
Total Return
+280.12%
Annualized Return
+64.32%
Avg Monthly Return
+4.62%
Risk
Volatility (Annual)
+31.68%
Max Drawdown
+37.22%
Positive Months
67%
Average Drawdown
-9.5%
Risk-Adjusted
Sharpe Ratio
1.97
Risk-free rate: 2.0%
Sortino Ratio
1.87
Downside risk adjusted
Return/Volatility
2.03
Calmar Ratio
1.73
Return/Max Drawdown
Ulcer Index
11.20
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€38,011.88
Backtest Period
2023-11-01 to 2026-07-10
2.7 years
Rebalancing
none
Base Currency
EUR