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Portfolio 1

Created byuser-udxp8t

None Rebalancing

EUR

Moderate Risk

1.1yr backtest

Performance Summary

Total Return+16.34%

Annualized Return+15.36%

Volatility+14.73%

Sharpe Ratio0.91

Max Drawdown+14.35%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified ETF portfolio with equal global, European, Asian, and European insurance sector allocations for broad market exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
DCAM.PA Amundi PEA Monde (MSCI World) UCITS ETF Acc • FR001400U5Q4	FR001400U5Q4	Acc	ETF	25.0%	0.2%
PCEU.PA Amundi PEA MSCI Europe UCITS ETF Acc • FR0013412038	FR0013412038	Acc	ETF	25.0%	0.15%
PAEJ.PA Amundi PEA Asie Pacifique (MSCI AC Asia Pacific Ex Japan) UCITS ETF Acc • FR0011869312	FR0011869312	Acc	ETF	25.0%	0.6%
LIRU.XETRA Amundi STOXX Europe 600 Insurance UCITS ETF Acc • LU1834987973	LU1834987973	Acc	ETF	25.0%	0.3%
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,634.07

Histogram of Monthly Returns

The portfolio had a positive return during 11 of the 14 months (79%)

Monthly Returns Heatmap

Best month: +4.3% • Worst month: -7.0% • Best year: 2025 (+15.8%) • Worst year: 2026 (+0.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.4%	+4.2%	-7.0%	+2.2%	-	-	-	-	-	-	-	-	+0.4%
2025	-	-	+1.6%	-1.4%	+4.3%	+0.0%	+3.3%	+0.1%	+2.3%	+2.8%	-0.2%	+2.1%	+15.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +14.35% • The longest drawdown period lasted for 1 month and was between March 2025 and May 2025. It reached a trough of -14.4%.

Detailed Metrics

Returns

Total Return

+16.34%

Annualized Return

+15.36%

Avg Monthly Return

+1.12%

Risk

Volatility (Annual)

+14.73%

Max Drawdown

+14.35%

Positive Months

79%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

0.91

Risk-free rate: 2.0%

Sortino Ratio

0.79

Downside risk adjusted

Return/Volatility

1.04

Calmar Ratio

1.07

Return/Max Drawdown

Ulcer Index

2.92

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,634.07

Backtest Period

2025-03-11 to 2026-04-02
1.1 years

Rebalancing

none

Base Currency

EUR