Home PortfoliosPAC3_Semic90_SnP5_World5

PAC3_Semic90_SnP5_World5

Created byuser-61bnq6

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None Rebalancing

EUR

High Risk

2.8yr backtest

Performance Summary

Total Return+246.79%

Annualized Return+56.79%

Volatility+32.44%

Sharpe Ratio1.69

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	90.0%	0.35%
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	5.0%	0.03%
SC0J.XETRA Invesco MSCI World UCITS ETF Acc • IE00B60SX394	IE00B60SX394	Acc	ETF	5.0%	0.05%
Total		Total			100.0%	0.32%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €34,679.27

Histogram of Monthly Returns

The portfolio had a positive return during 23 of the 34 months (68%)

Monthly Returns Heatmap

Best month: +36.4% • Worst month: -21.1% • Best year: 2026 (+75.6%) • Worst year: 2023 (+21.6%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+16.6%	+2.0%	-9.6%	+36.4%	+26.2%	+13.8%	-21.1%	+5.6%	-	-	-	-	+75.6%
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

+246.79%

Annualized Return

+56.79%

Avg Monthly Return

+4.28%

Risk

Volatility (Annual)

+32.44%

Max Drawdown

+37.21%

Positive Months

68%

Average Drawdown

-9.8%

Risk-Adjusted

Sharpe Ratio

1.69

Risk-free rate: 2.0%

Sortino Ratio

1.61

Downside risk adjusted

Return/Volatility

1.75

Calmar Ratio

1.53

Return/Max Drawdown

Ulcer Index

11.48

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€34,679.27

Backtest Period

2023-11-01 to 2026-08-07
2.8 years

Rebalancing

none

Base Currency

EUR