HomePortfoliosPrimo Victoria

Primo Victoria

Created byuser-yju97d
Annual Rebalancing
EUR
Moderate Risk
1.3yr backtest

Performance Summary

Total Return+36.01%
Annualized Return+25.59%
Volatility+16.77%
Sharpe Ratio1.41
Max Drawdown+19.64%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global equity ETF portfolio with core US & World holdings plus targeted exposure to Semiconductors and Emerging Markets.
AssetTypeAllocationTER
VUAA.XETRA
Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54
ETF
40.0%0.07%
CHSI.XETRA
UBS MSCI World ex USA UCITS ETF USD acc • LU2807512947
ETF
40.0%0.09%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
10.0%0.35%
XMME.XETRA
Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35
ETF
10.0%0.18%
Total100.0%0.12%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,600.69
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 18 months (61%)
Monthly Returns Heatmap
Best month: +11.0% • Worst month: -6.7% • Best year: 2026 (+22.1%) • Worst year: 2025 (+11.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.4%+2.5%-6.3%+11.0%+7.7%+3.5%-0.7%-----+22.1%
2025--0.1%-6.7%-3.3%+6.5%+1.6%+3.9%+0.0%+3.7%+5.4%-0.6%+1.1%+11.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +19.64% • The longest drawdown period lasted for 5 months and was between February 2025 and July 2025. It reached a trough of -19.6%.

Detailed Metrics

Returns
Total Return
+36.01%
Annualized Return
+25.59%
Avg Monthly Return
+1.82%
Risk
Volatility (Annual)
+16.77%
Max Drawdown
+19.64%
Positive Months
61%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.41
Risk-free rate: 2.0%
Sortino Ratio
1.31
Downside risk adjusted
Return/Volatility
1.53
Calmar Ratio
1.30
Return/Max Drawdown
Ulcer Index
4.52
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,600.69
Backtest Period
2025-02-25 to 2026-07-03
1.3 years
Rebalancing
annual
Base Currency
EUR