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Pietro

Ggggg

Created byuser-xn8lh7
None Rebalancing
EUR
Moderate Risk
1.4yr backtest

Performance Summary

Total Return+10.58%
Annualized Return+7.41%
Volatility+16.61%
Sharpe Ratio0.33
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 €11,058.08
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 18 months (44%)
Monthly Returns Heatmap
Best month: +8.6% • Worst month: -8.8% • Best year: 2024 (+7.6%) • Worst year: 2026 (-2.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.2%-0.2%-4.0%+1.9%---------2.5%
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
+10.58%
Annualized Return
+7.41%
Avg Monthly Return
+0.65%
Risk
Volatility (Annual)
+16.61%
Max Drawdown
+22.99%
Positive Months
44%
Average Drawdown
-5.3%
Risk-Adjusted
Sharpe Ratio
0.33
Risk-free rate: 2.0%
Sortino Ratio
0.30
Downside risk adjusted
Return/Volatility
0.45
Calmar Ratio
0.32
Return/Max Drawdown
Ulcer Index
7.04
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,058.08
Backtest Period
2024-11-04 to 2026-04-02
1.4 years
Rebalancing
none
Base Currency
EUR