HomePortfoliosSemic+QDVE
Optimize
Annual Rebalancing
EUR
High Risk
5.5yr backtest

Performance Summary

Total Return+427.87%
Annualized Return+35.59%
Volatility+29.73%
Sharpe Ratio1.13
Max Drawdown+36.24%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A tech-focused ETF portfolio with 100% equity exposure to global semiconductor and US information technology sectors for targeted growth.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
90.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)IE00B3WJKG14
ETF
10.0%0.15%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €52,786.85
Histogram of Monthly Returns
The portfolio had a positive return during 40 of the 66 months (61%)
Monthly Returns Heatmap
Best month: +34.1% • Worst month: -13.2% • Best year: 2023 (+68.5%) • Worst year: 2022 (-32.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+13.3%-0.9%-7.2%+34.1%+18.7%-------+65.8%
2025+2.6%-7.7%-12.7%-4.6%+13.7%+11.2%+6.0%-2.0%+11.3%+14.9%-3.6%+2.5%+30.9%
2024+6.2%+10.8%+5.3%-3.4%+5.1%+11.5%-8.1%-3.4%+0.9%-1.1%+3.5%+3.1%+32.9%
2023+14.3%+3.7%+7.5%-7.4%+21.1%+2.7%+3.1%-1.7%-3.8%-4.4%+12.1%+10.0%+68.5%
2022-12.2%-0.5%+2.8%-9.0%-0.2%-13.2%+15.9%-7.1%-9.7%+0.8%+7.7%-9.2%-32.1%
2021+6.7%+4.2%+4.1%-0.5%-0.2%+8.4%+0.5%+4.4%-2.7%+5.3%+13.5%+3.5%+57.2%
2020-----------+1.7%+1.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +36.24% • The longest drawdown period lasted for 1 year and 5 months and was between January 2022 and June 2023. It reached a trough of -36.0%.

Detailed Metrics

Returns
Total Return
+427.87%
Annualized Return
+35.59%
Avg Monthly Return
+2.91%
Risk
Volatility (Annual)
+29.73%
Max Drawdown
+36.24%
Positive Months
61%
Average Drawdown
-10.9%
Risk-Adjusted
Sharpe Ratio
1.13
Risk-free rate: 2.0%
Sortino Ratio
1.12
Downside risk adjusted
Return/Volatility
1.20
Calmar Ratio
0.98
Return/Max Drawdown
Ulcer Index
13.46
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
52,786.85
Backtest Period
2020-12-03 to 2026-05-22
5.5 years
Rebalancing
annual
Base Currency
EUR
Semic+QDVE | +35.6% CAGR | ETF Backtest