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saxo autoinvest change rsp equal to something else to have longer performance

Created byuser-nl2mr8

Optimize FIRE Projection

Annual Rebalancing

EUR

Moderate Risk

Multi-currency

2.5yr backtest

Performance Summary

Total Return+48.13%

Annualized Return+17.20%

Volatility+11.11%

Sharpe Ratio1.37

Max Drawdown+15.08%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Bonds 20.0%

Holdings Details

Diversified ETF portfolio with 80% global equities and 20% US bonds, adding energy, uranium, mining and gold exposure for growth and inflation protection.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XDEW.F Xtrackers S&P 500 Equal Weight UCITS ETF 1C • IE00BLNMYC90	IE00BLNMYC90	Acc	ETF	25.0%	0.15%
CBU3.LSE iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) • IE00B3VWN179	IE00B3VWN179	Acc	ETF	20.0%	0.07%
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	15.0%	0.18%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	15.0%	0.15%
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91	IE00BM67HM91	Acc	ETF	10.0%	0.25%
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1	IE000M7V94E1	Acc	ETF	5.0%	0.55%
WMIN.XETRA VanEck S&P Global Mining UCITS ETF A • IE00BDFBTQ78	IE00BDFBTQ78	Acc	ETF	5.0%	0.5%
G2X.XETRA VanEck Gold Miners UCITS ETF • IE00BQQP9F84	IE00BQQP9F84	Acc	ETF	5.0%	0.53%
Total		Total			100.0%	0.20%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €14,812.67

Histogram of Monthly Returns

The portfolio had a positive return during 23 of the 31 months (74%)

Monthly Returns Heatmap

Best month: +5.5% • Worst month: -4.7% • Best year: 2025 (+16.2%) • Worst year: 2024 (+9.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.3%	+5.5%	-3.9%	+2.9%	+2.3%	+0.2%	-0.4%	+4.1%	+0.4%	-	-	-	+16.1%
2025	+4.0%	-1.1%	-2.8%	-4.7%	+4.2%	+0.5%	+4.1%	+1.9%	+4.7%	+2.7%	+0.7%	+1.3%	+16.2%
2024	-	-	+3.2%	+0.2%	-0.3%	+1.7%	+1.4%	-1.1%	+2.1%	+1.0%	+4.8%	-3.5%	+9.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.08% • The longest drawdown period lasted for 6 months and was between February 2025 and August 2025. It reached a trough of -15.1%.

Detailed Metrics

Returns

Total Return

+48.13%

Annualized Return

+17.20%

Avg Monthly Return

+1.31%

Risk

Volatility (Annual)

+11.11%

Max Drawdown

+15.08%

Positive Months

74%

Average Drawdown

-2.5%

Risk-Adjusted

Sharpe Ratio

1.37

Risk-free rate: 2.0%

Sortino Ratio

1.32

Downside risk adjusted

Return/Volatility

1.55

Calmar Ratio

1.14

Return/Max Drawdown

Ulcer Index

3.29

Drawdown depth & duration

Martin Ratio

0.05

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€14,812.67

Backtest Period

2024-03-14 to 2026-09-04
2.5 years

Rebalancing

annual

Base Currency

EUR