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plutu

Created byuser-dvjmdp

None Rebalancing

EUR

Moderate Risk

0.8yr backtest

Performance Summary

Total Return+27.36%

Annualized Return+34.91%

Volatility+10.11%

Sharpe Ratio3.25

Max Drawdown+5.41%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Global equity ETF portfolio focused on quality, value, and ESG themes across US and world markets for diversified growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
FGBL.PA First Trust Global Equity Income UCITS ETF Acc • IE00BYTH6121	IE00BYTH6121	Acc	ETF	25.0%	0.6%
XUDY.XETRA Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6	IE000SRQBBT6	Acc	ETF	20.0%	0.25%
INDW.PA Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A) • IE000LTA2082	IE000LTA2082	Acc	ETF	19.0%	0.18%
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983	IE00B4L5Y983	Acc	ETF	18.0%	0.2%
CBUI.XETRA iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc) • IE000H1H16W5	IE000H1H16W5	Acc	ETF	18.0%	0.25%
Total		Total			100.0%	0.32%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,735.7

Histogram of Monthly Returns

The portfolio had a positive return during 10 of the 11 months (91%)

Monthly Returns Heatmap

Best month: +6.0% • Worst month: -4.9% • Best year: 2026 (+22.3%) • Worst year: 2025 (+4.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.0%	+5.0%	-4.9%	+6.0%	+4.6%	+2.4%	+2.0%	+2.8%	-	-	-	-	+22.3%
2025	-	-	-	-	-	-	-	-	-	+1.3%	+1.3%	+1.5%	+4.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +5.41% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -5.4%.

Detailed Metrics

Returns

Total Return

+27.36%

Annualized Return

+34.91%

Avg Monthly Return

+2.26%

Risk

Volatility (Annual)

+10.11%

Max Drawdown

+5.41%

Positive Months

91%

Average Drawdown

-1.2%

Risk-Adjusted

Sharpe Ratio

3.25

Risk-free rate: 2.0%

Sortino Ratio

3.80

Downside risk adjusted

Return/Volatility

3.45

Calmar Ratio

6.45

Return/Max Drawdown

Ulcer Index

1.47

Drawdown depth & duration

Martin Ratio

0.22

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,735.7

Backtest Period

2025-10-23 to 2026-08-14
0.8 years

Rebalancing

none

Base Currency

EUR