HomePortfoliosPEA Easy SP500 (100%)

PEA Easy SP500 (100%)

BNP Easy SP500

Monthly Rebalancing
EUR
Moderate Risk
12.4yr backtest

Performance Summary

Total Return+461.57%
Annualized Return+14.96%
Volatility+19.17%
Sharpe Ratio0.68
Max Drawdown+33.16%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Monthly-rebalanced ETF portfolio tracking the S&P 500 for EUR investors seeking straightforward, diversified US equity exposure.
AssetTypeAllocationTER
ESEE.F
BNP Paribas Easy S&P 500 UCITS ETF EURFR0011550185
ETF
100.0%0.14%
Total100.0%0.14%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €56,156.8
Histogram of Monthly Returns
The portfolio had a positive return during 99 of the 149 months (66%)
Monthly Returns Heatmap
Best month: +13.4% • Worst month: -11.3% • Best year: 2021 (+40.3%) • Worst year: 2022 (-13.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.7%+0.4%-3.8%+8.9%--------+4.5%
2025+3.3%-4.8%-9.0%-4.0%+6.5%+1.2%+6.4%-1.0%+1.8%+4.9%+0.7%-1.8%+2.9%
2024+4.7%+4.1%+4.5%-2.5%+1.5%+6.4%-2.1%+1.5%+0.1%+5.8%+5.0%+1.0%+34.1%
2023+3.6%+1.5%-0.5%+0.7%+5.2%+2.3%+3.4%-0.1%-2.3%-3.4%+6.4%+3.8%+22.1%
2022-4.7%-3.0%+6.2%-2.2%-3.6%-6.5%+11.7%-0.6%-7.0%+5.1%-1.6%-6.9%-13.8%
2021+0.4%+3.6%+8.5%+1.5%-0.6%+4.7%+2.8%+4.1%-1.6%+5.9%+1.2%+4.4%+40.3%
2020+1.0%-8.3%-11.3%+13.4%+2.9%+0.3%+0.2%+8.2%-2.7%-2.7%+7.6%+1.3%+7.6%
2019+7.8%+5.8%+2.5%+4.5%-5.5%+4.3%+4.8%-1.8%+2.6%+0.2%+5.1%+0.8%+35.0%
2018+1.7%-1.2%-5.4%+4.1%+5.2%+0.7%+2.7%+3.6%+2.7%-5.4%+2.1%-11.0%-1.6%
2017-0.9%+6.1%-1.1%-1.1%-2.2%-0.8%-0.9%+0.2%+2.3%+4.3%+0.9%+0.8%+7.4%
2016-7.4%+2.6%+0.5%+0.5%+3.9%-0.4%+3.6%+1.1%-1.2%+1.4%+7.1%+2.7%+14.5%
2015+4.4%+5.8%+2.1%-2.5%+3.1%-3.9%+4.4%-9.1%-2.3%+11.7%+4.1%-3.4%+13.3%
2014-2.1%+3.3%+0.7%-0.2%+4.0%+1.5%+2.4%+4.5%+3.4%+3.0%+2.3%+3.8%+29.7%
2013-----------+1.9%+1.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.16% • The longest drawdown period lasted for 1 year and 8 months and was between December 2021 and September 2023. It reached a trough of -17.6%.

Detailed Metrics

Returns
Total Return
+461.57%
Annualized Return
+14.96%
Avg Monthly Return
+1.26%
Risk
Volatility (Annual)
+19.17%
Max Drawdown
+33.16%
Positive Months
66%
Average Drawdown
-4.9%
Risk-Adjusted
Sharpe Ratio
0.68
Risk-free rate: 2.0%
Sortino Ratio
0.66
Downside risk adjusted
Return/Volatility
0.78
Calmar Ratio
0.45
Return/Max Drawdown
Ulcer Index
6.36
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
56,156.8
Backtest Period
2013-12-06 to 2026-04-24
12.4 years
Rebalancing
monthly
Base Currency
EUR