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Pietro

Ggggg

Created byuser-xn8lh7
None Rebalancing
EUR
Moderate Risk
1.6yr backtest

Performance Summary

Total Return+25.72%
Annualized Return+15.56%
Volatility+16.12%
Sharpe Ratio0.84
Max Drawdown+22.99%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Pietro EUR investment portfolio featuring diversified ETF holdings for European investors seeking long-term wealth building with minimal active management.
AssetTypeAllocationTER
SXR8.XETRA
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
80.0%0.07%
MWRE.XETRA
Amundi Core MSCI World UCITS ETF Acc • IE000BI8OT95
ETF
20.0%0.12%
Total100.0%0.08%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,572.47
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 20 months (45%)
Monthly Returns Heatmap
Best month: +9.2% • Worst month: -8.8% • Best year: 2026 (+10.9%) • Worst year: 2025 (+5.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.3%-0.1%-4.0%+9.2%+6.3%-0.1%------+10.9%
2025+4.0%-3.5%-8.8%-5.1%+6.8%+1.4%+5.8%-1.0%+2.8%+4.7%-0.4%-0.2%+5.4%
2024----------+8.6%-0.9%+7.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +22.99% • The longest drawdown period lasted for 8 months and was between February 2025 and October 2025. It reached a trough of -23.0%.

Detailed Metrics

Returns
Total Return
+25.72%
Annualized Return
+15.56%
Avg Monthly Return
+1.26%
Risk
Volatility (Annual)
+16.12%
Max Drawdown
+22.99%
Positive Months
45%
Average Drawdown
-5.0%
Risk-Adjusted
Sharpe Ratio
0.84
Risk-free rate: 2.0%
Sortino Ratio
0.79
Downside risk adjusted
Return/Volatility
0.97
Calmar Ratio
0.68
Return/Max Drawdown
Ulcer Index
6.67
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,572.47
Backtest Period
2024-11-04 to 2026-06-05
1.6 years
Rebalancing
none
Base Currency
EUR