HomePortfoliosPAC3_Semic90_SnP5_World5

PAC3_Semic90_SnP5_World5

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

Performance Summary

Total Return+240.70%
Annualized Return+53.93%
Volatility+32.53%
Sharpe Ratio1.60
Max Drawdown+37.21%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A tech-focused ETF portfolio with 90% global semiconductors, plus S&P 500 and MSCI World funds for diversified equity growth.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
90.0%0.35%
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%0.32%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €34,070.17
Histogram of Monthly Returns
The portfolio had a positive return during 24 of the 35 months (69%)
Monthly Returns Heatmap
Best month: +36.4% • Worst month: -21.1% • Best year: 2026 (+72.6%) • Worst year: 2023 (+21.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.6%+2.0%-9.6%+36.4%+26.2%+13.8%-21.1%+1.5%+2.2%---+72.6%
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%+2.6%+2.4%+21.6%
2023----------+10.4%+10.1%+21.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +37.21% • 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
+240.70%
Annualized Return
+53.93%
Avg Monthly Return
+4.11%
Risk
Volatility (Annual)
+32.53%
Max Drawdown
+37.21%
Positive Months
69%
Average Drawdown
-10.2%
Risk-Adjusted
Sharpe Ratio
1.60
Risk-free rate: 2.0%
Sortino Ratio
1.52
Downside risk adjusted
Return/Volatility
1.66
Calmar Ratio
1.45
Return/Max Drawdown
Ulcer Index
11.78
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€34,070.17
Backtest Period
2023-11-01 to 2026-09-04
2.8 years
Rebalancing
none
Base Currency
EUR