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Paul

Created byuser-jzjjyd

None Rebalancing

EUR

Moderate Risk

1.4yr backtest

Performance Summary

Total Return+35.72%

Annualized Return+24.24%

Volatility+15.10%

Sharpe Ratio1.47

Max Drawdown+15.31%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Global equity ETF portfolio diversified across US, developed, and emerging markets for long-term growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
DCAM.PA Amundi PEA Monde (MSCI World) UCITS ETF Acc • FR001400U5Q4	FR001400U5Q4	Acc	ETF	61.4%	0.2%
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020	FR0013412020	Acc	ETF	19.4%	0.3%
PSP5.PA Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128	FR0011871128	Acc	ETF	19.2%	0.12%
Total		Total			100.0%	0.20%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,572.11

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 18 months (72%)

Monthly Returns Heatmap

Best month: +9.3% • Worst month: -5.6% • Best year: 2026 (+16.5%) • Worst year: 2025 (+16.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.5%	+2.0%	-5.6%	+9.3%	+6.5%	+1.5%	-2.2%	+3.2%	-	-	-	-	+16.5%
2025	-	-	+0.9%	-4.2%	+5.9%	+1.5%	+4.9%	-0.5%	+3.4%	+4.6%	-0.9%	+0.3%	+16.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.31% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -3.8%.

Detailed Metrics

Returns

Total Return

+35.72%

Annualized Return

+24.24%

Avg Monthly Return

+1.78%

Risk

Volatility (Annual)

+15.10%

Max Drawdown

+15.31%

Positive Months

72%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

1.47

Risk-free rate: 2.0%

Sortino Ratio

1.35

Downside risk adjusted

Return/Volatility

1.61

Calmar Ratio

1.58

Return/Max Drawdown

Ulcer Index

2.97

Drawdown depth & duration

Martin Ratio

0.07

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,572.11

Backtest Period

2025-03-11 to 2026-08-07
1.4 years

Rebalancing

none

Base Currency

EUR