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Simplest

Created byuser-a1qdsa

Annual Rebalancing

EUR

Moderate Risk

1.4yr backtest

Performance Summary

Total Return+26.99%

Annualized Return+18.78%

Volatility+11.30%

Sharpe Ratio1.49

Max Drawdown+9.09%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Precious Metals 20.0%

Holdings Details

Diversified ETF portfolio blending 80% global equities with 20% gold for growth and stability across major asset classes.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
NTSG.XETRA WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc • IE00077IIPQ8	IE00077IIPQ8	Acc	ETF	60.0%	0.25%
GLDA.F Amundi Physical Gold ETC C EUR • FR0013416716	FR0013416716	Acc	ETC	20.0%	0.12%
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403	LU2951555403	Acc	ETF	20.0%	0.75%
Total		Total			100.0%	0.32%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,698.88

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 17 months (76%)

Monthly Returns Heatmap

Best month: +6.5% • Worst month: -5.2% • Best year: 2025 (+14.7%) • Worst year: 2026 (+10.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.8%	+3.9%	-5.2%	+3.2%	+2.9%	+0.2%	+0.6%	+2.1%	-	-	-	-	+10.7%
2025	-	-	-	-3.3%	+3.2%	-0.8%	+3.5%	-0.0%	+4.5%	+6.5%	+0.4%	+0.2%	+14.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.09% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -7.5%.

Detailed Metrics

Returns

Total Return

+26.99%

Annualized Return

+18.78%

Avg Monthly Return

+1.45%

Risk

Volatility (Annual)

+11.30%

Max Drawdown

+9.09%

Positive Months

76%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

1.49

Risk-free rate: 2.0%

Sortino Ratio

1.34

Downside risk adjusted

Return/Volatility

1.66

Calmar Ratio

2.07

Return/Max Drawdown

Ulcer Index

2.10

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,698.88

Backtest Period

2025-04-01 to 2026-08-21
1.4 years

Rebalancing

annual

Base Currency

EUR