HomePortfoliosSnP50 + Emerging50

SnP50 + Emerging50

Created byuser-61bnq6
None Rebalancing
EUR
Moderate Risk
0.4yr backtest

Performance Summary

Total Return+14.08%
Annualized Return+45.22%
Volatility+17.95%
Sharpe Ratio2.41
Max Drawdown+7.79%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio equally split between US S&P 500 and Emerging Markets equities for broad global growth exposure.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
50.0%0.03%
LEMA.XETRA
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc • LU2573967036
ETF
50.0%0.14%
Total100.0%0.09%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,408.33
Histogram of Monthly Returns
The portfolio had a positive return during 4 of the 5 months (80%)
Monthly Returns Heatmap
Best month: +11.0% • Worst month: -6.6% • Best year: 2026 (+14.1%) • Worst year: 2026 (+14.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-+1.9%-6.6%+11.0%+7.7%+0.2%------+14.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.79% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -7.8%.

Detailed Metrics

Returns
Total Return
+14.08%
Annualized Return
+45.22%
Avg Monthly Return
+2.85%
Risk
Volatility (Annual)
+17.95%
Max Drawdown
+7.79%
Positive Months
80%
Average Drawdown
-2.8%
Risk-Adjusted
Sharpe Ratio
2.41
Risk-free rate: 2.0%
Sortino Ratio
2.57
Downside risk adjusted
Return/Volatility
2.52
Calmar Ratio
5.80
Return/Max Drawdown
Ulcer Index
3.00
Drawdown depth & duration
Martin Ratio
0.14
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,408.33
Backtest Period
2026-02-17 to 2026-06-26
0.4 years
Rebalancing
none
Base Currency
EUR