Home PortfoliosRusi Kiryazov

Rusi Kiryazov

Created byuser-bt2jz4

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None Rebalancing

EUR

Moderate Risk

4.0yr backtest

Performance Summary

Total Return+102.26%

Annualized Return+19.30%

Volatility+14.64%

Sharpe Ratio1.18

Max Drawdown+23.26%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity portfolio with 94% in broad US & world ETFs and 6% targeted in high-growth semiconductor and space innovation sectors.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54	IE00BFMXXD54	Acc	ETF	60.0%	0.07%
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	34.0%	0.19%
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	4.0%	0.35%
JEDI.XETRA VanEck Space Innovators UCITS ETF • IE000YU9K6K2	IE000YU9K6K2	Acc	ETF	2.0%	0.55%
Total		Total			100.0%	0.13%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €20,226.22

Histogram of Monthly Returns

The portfolio had a positive return during 29 of the 49 months (59%)

Monthly Returns Heatmap

Best month: +11.5% • Worst month: -8.6% • Best year: 2024 (+30.1%) • Worst year: 2022 (-1.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.9%	+0.1%	-4.4%	+11.5%	+9.2%	-1.0%	-	-	-	-	-	-	+17.6%
2025	+4.0%	-3.5%	-8.6%	-4.8%	+7.0%	+2.4%	+5.7%	-0.7%	+3.4%	+5.6%	-1.1%	+0.6%	+9.1%
2024	+3.6%	+4.5%	+3.7%	-2.1%	+1.5%	+6.4%	-0.5%	-0.8%	+1.7%	+1.8%	+8.0%	-0.7%	+30.1%
2023	+5.0%	+0.7%	+0.5%	-0.4%	+4.3%	+3.9%	+2.4%	-0.1%	-2.1%	-3.5%	+6.1%	+4.3%	+22.6%
2022	-	-	-	-	-	-1.0%	+10.6%	-1.5%	-5.9%	+4.3%	-0.5%	-6.2%	-1.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +23.26% • The longest drawdown period lasted for 11 months and was between August 2022 and July 2023. It reached a trough of -14.0%.

Detailed Metrics

Returns

Total Return

+102.26%

Annualized Return

+19.30%

Avg Monthly Return

+1.54%

Risk

Volatility (Annual)

+14.64%

Max Drawdown

+23.26%

Positive Months

59%

Average Drawdown

-4.7%

Risk-Adjusted

Sharpe Ratio

1.18

Risk-free rate: 2.0%

Sortino Ratio

1.12

Downside risk adjusted

Return/Volatility

1.32

Calmar Ratio

0.83

Return/Max Drawdown

Ulcer Index

5.94

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€20,226.22

Backtest Period

2022-06-29 to 2026-06-26
4.0 years

Rebalancing

none

Base Currency

EUR