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Primo Victoria

Created byuser-yju97d

Annual Rebalancing

EUR

Moderate Risk

1.5yr backtest

Performance Summary

Total Return+36.69%

Annualized Return+23.79%

Volatility+16.59%

Sharpe Ratio1.31

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54	IE00BFMXXD54	Acc	ETF	40.0%	0.07%
CHSI.XETRA UBS MSCI World ex USA UCITS ETF USD acc • LU2807512947	LU2807512947	Acc	ETF	40.0%	0.09%
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	10.0%	0.35%
XMME.XETRA Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35	IE00BTJRMP35	Acc	ETF	10.0%	0.18%
Total		Total			100.0%	0.12%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,669.33

Histogram of Monthly Returns

The portfolio had a positive return during 12 of the 19 months (63%)

Monthly Returns Heatmap

Best month: +11.0% • Worst month: -6.7% • Best year: 2026 (+22.7%) • Worst year: 2025 (+11.4%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.4%	+2.5%	-6.3%	+11.0%	+7.7%	+3.5%	-3.9%	+3.8%	-	-	-	-	+22.7%
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

+36.69%

Annualized Return

+23.79%

Avg Monthly Return

+1.76%

Risk

Volatility (Annual)

+16.59%

Max Drawdown

+19.64%

Positive Months

63%

Average Drawdown

-3.3%

Risk-Adjusted

Sharpe Ratio

1.31

Risk-free rate: 2.0%

Sortino Ratio

1.21

Downside risk adjusted

Return/Volatility

1.43

Calmar Ratio

1.21

Return/Max Drawdown

Ulcer Index

4.41

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,669.33

Backtest Period

2025-02-25 to 2026-08-14
1.5 years

Rebalancing

annual

Base Currency

EUR