Home PortfoliosSimon Betschinger ETF

Simon Betschinger ETF

Created byuser-0ovu6o

None Rebalancing

EUR

Moderate Risk

1.0yr backtest

Performance Summary

Total Return+35.02%

Annualized Return+35.85%

Volatility+11.18%

Sharpe Ratio3.03

Max Drawdown+6.47%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global ETF portfolio blending all-world equities, developed market dividends, and aerospace & defense for balanced growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VGWL.XETRA Vanguard FTSE All-World UCITS ETF (USD) Distributing • IE00B3RBWM25	IE00B3RBWM25	Dist	ETF	33.4%	0.19%
VDIV.XETRA VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594	NL0011683594	Dist	ETF	33.3%	0.38%
5J50.XETRA iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19	IE000U9ODG19	Acc	ETF	33.3%	0.35%
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,502.39

Histogram of Monthly Returns

The portfolio had a positive return during 11 of the 13 months (85%)

Monthly Returns Heatmap

Best month: +7.5% • Worst month: -4.9% • Best year: 2025 (+24.8%) • Worst year: 2026 (+8.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.3%	+3.9%	-4.9%	+4.9%	-	-	-	-	-	-	-	-	+8.2%
2025	-	-	-	+2.3%	+7.5%	+0.7%	+4.5%	+0.1%	+3.5%	+2.7%	-1.1%	+2.7%	+24.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +6.47% • The longest drawdown period lasted for 1 month and was between March 2026 and April 2026. It reached a trough of -6.5%.

Dividend Income

Summary

This portfolio contains 2 distributing ETFs (66.7% of total allocation)

Total Dividends Received

€198.59

8 payments

Dividend Yield

1.68%

(annualized)

Avg Per Payment

€24.82

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

Year	Dividends	Yield	Payments
2026	€28.93	0.22%	2
2025	€169.65	1.47%	6
Total	€198.59	1.68%	8

Detailed Metrics

Returns

Total Return

+35.02%

Annualized Return

+35.85%

Avg Monthly Return

+2.38%

Risk

Volatility (Annual)

+11.18%

Max Drawdown

+6.47%

Positive Months

85%

Average Drawdown

-1.5%

Risk-Adjusted

Sharpe Ratio

3.03

Risk-free rate: 2.0%

Sortino Ratio

3.12

Downside risk adjusted

Return/Volatility

3.21

Calmar Ratio

5.54

Return/Max Drawdown

Ulcer Index

1.66

Drawdown depth & duration

Martin Ratio

0.20

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,502.39

Backtest Period

2025-04-24 to 2026-04-17
1.0 years

Rebalancing

none

Base Currency

EUR