HomePortfoliosSemi2

Semi2

Created byuser-c3glzx
None Rebalancing
EUR
High Risk
Multi-currency
26.2yr backtest

Performance Summary

Total Return+1582.32%
Annualized Return+11.37%
Volatility+35.89%
Sharpe Ratio0.26
Max Drawdown+87.04%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in the semiconductor sector with this 100% equity portfolio focused on the VanEck Semiconductor ETF (SMH) for targeted growth.
AssetTypeAllocationTER
SMH.US
VanEck Semiconductor ETF • US92189F6768
ETF
100.0%0.35%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €168,231.72
Histogram of Monthly Returns
The portfolio had a positive return during 186 of the 315 months (59%)
Monthly Returns Heatmap
Best month: +30.4% • Worst month: -32.5% • Best year: 2023 (+68.1%) • Worst year: 2002 (-49.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.0%+2.1%-3.8%+30.4%+18.9%+11.8%-14.0%-----+61.0%
2025+0.7%-4.4%-12.5%-4.5%+12.9%+11.8%+5.5%-0.3%+12.0%+12.8%-3.2%+1.3%+32.1%
2024+8.6%+14.0%+6.3%-3.7%+10.4%+9.8%-6.2%-3.4%+0.0%+0.8%+3.1%+2.1%+47.5%
2023+15.1%+3.7%+7.2%-7.5%+20.3%+3.4%+4.7%-1.4%-4.8%-4.2%+12.2%+8.2%+68.1%
2022-9.7%-2.5%+1.9%-10.5%+4.5%-14.7%+19.3%-7.8%-11.6%+1.3%+14.1%-12.7%-29.7%
2021+4.5%+6.9%+4.1%-2.7%+1.1%+8.2%+0.2%+3.5%-3.5%+6.9%+13.7%+1.1%+52.3%
2020-1.2%-3.8%-10.9%+14.0%+4.5%+6.7%+3.1%+5.2%+0.7%+1.0%+15.4%+3.8%+42.1%
2019+10.6%+7.8%+4.1%+9.7%-15.0%+9.8%+9.0%-2.1%+5.4%+4.8%+5.7%+5.4%+66.7%
2018+4.0%+2.0%-2.6%-4.3%+13.5%-3.5%+2.3%+2.8%-2.1%-10.4%+3.6%-9.3%-6.0%
2017+2.1%+4.8%+3.0%-1.6%+4.5%-6.7%+1.7%+2.7%+6.0%+10.4%-3.6%-2.2%+21.8%
2016-6.7%+2.1%+4.2%-4.5%+10.1%+0.7%+11.8%+3.2%+4.7%-0.3%+7.9%+2.0%+39.5%
2015+3.6%+9.3%+1.1%-3.6%+10.1%-9.5%-3.5%-8.1%+1.8%+10.7%+6.4%-6.2%+9.6%
2014-1.2%+4.9%+3.9%-2.6%+5.8%+6.2%+0.3%+8.0%+3.3%+0.7%+9.3%+1.3%+47.0%
2013+2.9%+7.3%+2.8%+1.4%+4.4%-1.5%+1.0%-3.9%+5.1%+3.5%-0.8%+2.3%+26.7%
2012+8.5%+1.8%+3.7%-2.6%-4.2%+2.0%+3.6%+0.0%-6.5%-2.4%+2.9%+0.2%+6.3%
2011+2.4%+4.5%-6.3%+2.0%+1.1%-6.1%-5.1%-8.1%+4.1%+28.5%-1.5%+3.3%+15.2%
2010-8.4%+8.5%+6.1%+6.4%+2.5%-7.3%+1.5%-9.7%+6.2%+5.3%+11.8%+2.9%+25.9%
2009+5.1%-0.4%+8.8%+9.3%-3.2%+1.9%+15.4%+2.4%-1.4%-6.6%+2.8%+15.7%+58.9%
2008-14.5%-1.1%-2.0%+7.4%+6.5%-10.5%-4.4%+8.4%-9.1%-7.3%-19.6%-4.1%-43.0%
2007+1.9%+0.5%-4.1%+7.7%+1.5%+3.1%-1.7%+0.5%-3.2%+0.5%-8.3%+1.3%-1.1%
2006-0.1%+0.4%-3.4%-0.5%-10.8%-3.0%-4.5%+8.2%+2.0%-1.5%-2.7%-1.4%-17.0%
2005-2.7%+7.7%-2.2%-5.0%+18.0%-0.2%+9.4%-4.0%+4.0%-9.1%+14.1%-2.8%+26.2%
2004+1.8%-2.7%-2.4%-7.8%+8.2%-2.3%-12.0%-12.1%+1.3%+3.8%-3.5%+0.9%-25.5%
2003-5.4%+9.1%-2.9%+10.9%+8.3%-4.0%+18.1%+18.1%-13.8%+22.5%+2.3%-10.1%+56.8%
2002+8.2%-10.9%+15.3%-10.9%-0.7%-25.7%-11.0%-9.8%-20.2%+22.9%+22.4%-28.3%-49.5%
2001+20.4%-29.1%-0.9%+23.6%-10.3%+4.8%-3.3%-6.0%-32.5%+20.8%+19.4%-1.8%-14.6%
2000-----5.9%+8.0%-10.1%+16.8%-28.0%-7.5%-27.0%+2.1%-47.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +87.04% • The longest drawdown period lasted for 16 years and 5 months and was between June 2000 and December 2016. It reached a trough of -87.0%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (100.0% of total allocation)

Total Dividends Received

€2,525.28

282 payments

Dividend Yield

0.52%

(annualized)

Avg Per Payment

€8.95

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2025€318.54
2024€348.17
2023€318.43
2022€189.00
2021€115.74
2020€102.07
2019€156.11
2018€116.96
2017€95.49
2016€44.58
2015€83.53
2014€41.34
2013€38.47
2012€80.38
2011€195.78
2010€28.08
2009€40.59
2008€23.40
2007€145.07
2006€20.11
2005€9.86
2004€4.11
2003€2.86
2002€2.67
2001€2.77
2000€1.13
Total€2,525.28

Detailed Metrics

Returns
Total Return
+1582.32%
Annualized Return
+11.37%
Avg Monthly Return
+1.32%
Risk
Volatility (Annual)
+35.89%
Max Drawdown
+87.04%
Positive Months
59%
Average Drawdown
-44.6%
Risk-Adjusted
Sharpe Ratio
0.26
Risk-free rate: 2.0%
Sortino Ratio
0.27
Downside risk adjusted
Return/Volatility
0.32
Calmar Ratio
0.13
Return/Max Drawdown
Ulcer Index
52.65
Drawdown depth & duration
Martin Ratio
0.00
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€168,231.72
Backtest Period
2000-05-05 to 2026-07-24
26.2 years
Rebalancing
none
Base Currency
EUR
Semi2 | +11.4% CAGR | ETF Backtest