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Portfolio Evolution

Created byuser-q81ecy
Monthly Rebalancing
USD
High Risk
Multi-currency
1.9yr backtest

Performance Summary

Total Return+69.91%
Annualized Return+32.50%
Volatility+21.67%
Sharpe Ratio1.41
Max Drawdown+21.87%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global ETF portfolio for growth: diversified world equities, concentrated tech via semiconductors, and US Nasdaq-100 exposure.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
44.0%0.07%
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
31.0%0.35%
EQQX.XETRA
Invesco Nasdaq-100 Swap UCITS ETF Acc • IE00BNRQM384
ETF
25.0%0.2%
Total100.0%0.19%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $16,990.65
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 24 months (58%)
Monthly Returns Heatmap
Best month: +20.8% • Worst month: -8.3% • Best year: 2025 (+33.0%) • Worst year: 2024 (+0.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+7.8%-0.6%-8.3%+20.8%+7.3%-------+27.4%
2025+4.1%-4.4%-6.8%+0.2%+9.9%+9.3%+2.7%-0.1%+7.1%+8.0%-1.8%+2.3%+33.0%
2024-----+1.2%-2.3%-0.0%+2.2%-2.0%+2.5%-1.1%+0.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.87% • The longest drawdown period lasted for 6 months and was between July 2024 and January 2025. It reached a trough of -13.7%.

Detailed Metrics

Returns
Total Return
+69.91%
Annualized Return
+32.50%
Avg Monthly Return
+2.41%
Risk
Volatility (Annual)
+21.67%
Max Drawdown
+21.87%
Positive Months
58%
Average Drawdown
-4.3%
Risk-Adjusted
Sharpe Ratio
1.41
Risk-free rate: 2.0%
Sortino Ratio
1.35
Downside risk adjusted
Return/Volatility
1.50
Calmar Ratio
1.49
Return/Max Drawdown
Ulcer Index
5.39
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$16,990.65
Backtest Period
2024-06-26 to 2026-05-15
1.9 years
Rebalancing
monthly
Base Currency
USD