HomePortfoliosSnP50 + Emerging50

SnP50 + Emerging50

Created byuser-61bnq6
None Rebalancing
EUR
Moderate Risk
0.5yr backtest

Performance Summary

Total Return+14.10%
Annualized Return+32.54%
Volatility+17.53%
Sharpe Ratio1.74
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 €11,409.83
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 7 months (71%)
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%+1.3%-4.0%+3.0%----+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
+14.10%
Annualized Return
+32.54%
Avg Monthly Return
+2.06%
Risk
Volatility (Annual)
+17.53%
Max Drawdown
+7.79%
Positive Months
71%
Average Drawdown
-3.2%
Risk-Adjusted
Sharpe Ratio
1.74
Risk-free rate: 2.0%
Sortino Ratio
1.84
Downside risk adjusted
Return/Volatility
1.86
Calmar Ratio
4.18
Return/Max Drawdown
Ulcer Index
3.38
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,409.83
Backtest Period
2026-02-17 to 2026-08-07
0.5 years
Rebalancing
none
Base Currency
EUR