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Penadésfolio

Created byuser-v7et25
Annual Rebalancing
EUR
Moderate Risk
Multi-currency
1.6yr backtest

Performance Summary

Total Return+23.38%
Annualized Return+14.41%
Volatility+15.49%
Sharpe Ratio0.80
Max Drawdown+22.24%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Penadésfolio: A diversified global ETF portfolio blending US, developed, and emerging market equities for balanced, long-term growth.
AssetTypeAllocationTER
WTEF.XETRA
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc • IE000KF370H3
ETF
35.0%0.2%
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
25.0%0.22%
IWMO.LSE
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
25.0%0.25%
EIMI.LSE
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66
ETF
15.0%0.18%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,338.21
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 19 months (68%)
Monthly Returns Heatmap
Best month: +10.5% • Worst month: -7.8% • Best year: 2026 (+8.0%) • Worst year: 2024 (+6.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.6%+2.3%-6.0%+10.5%--------+8.0%
2025+4.3%-2.3%-7.8%-3.6%+6.0%+0.8%+4.1%+0.1%+3.2%+3.8%-0.6%+0.3%+7.9%
2024---------+0.5%+7.0%-1.4%+6.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +22.24% • The longest drawdown period lasted for 7 months and was between February 2025 and October 2025. It reached a trough of -22.2%.

Detailed Metrics

Returns
Total Return
+23.38%
Annualized Return
+14.41%
Avg Monthly Return
+1.21%
Risk
Volatility (Annual)
+15.49%
Max Drawdown
+22.24%
Positive Months
68%
Average Drawdown
-4.4%
Risk-Adjusted
Sharpe Ratio
0.80
Risk-free rate: 2.0%
Sortino Ratio
0.77
Downside risk adjusted
Return/Volatility
0.93
Calmar Ratio
0.65
Return/Max Drawdown
Ulcer Index
5.87
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,338.21
Backtest Period
2024-10-01 to 2026-04-24
1.6 years
Rebalancing
annual
Base Currency
EUR