Home PortfoliosSnP50 + Emerging50

SnP50 + Emerging50

Created byuser-61bnq6

None Rebalancing

EUR

Moderate Risk

0.3yr backtest

Performance Summary

Total Return+12.10%

Annualized Return+47.17%

Volatility+17.58%

Sharpe Ratio2.57

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	50.0%	0.03%
LEMA.XETRA Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc • LU2573967036	LU2573967036	Acc	ETF	50.0%	0.14%
Total		Total			100.0%	0.09%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,210.38

Histogram of Monthly Returns

The portfolio had a positive return during 3 of the 5 months (60%)

Monthly Returns Heatmap

Best month: +11.0% • Worst month: -6.6% • Best year: 2026 (+12.1%) • Worst year: 2026 (+12.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-	+1.9%	-6.6%	+11.0%	+7.7%	-1.6%	-	-	-	-	-	-	+12.1%

> +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

+12.10%

Annualized Return

+47.17%

Avg Monthly Return

+2.51%

Risk

Volatility (Annual)

+17.58%

Max Drawdown

+7.79%

Positive Months

60%

Average Drawdown

-2.9%

Risk-Adjusted

Sharpe Ratio

2.57

Risk-free rate: 2.0%

Sortino Ratio

2.73

Downside risk adjusted

Return/Volatility

2.68

Calmar Ratio

6.06

Return/Max Drawdown

Ulcer Index

3.01

Drawdown depth & duration

Martin Ratio

0.15

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,210.38

Backtest Period

2026-02-17 to 2026-06-05
0.3 years

Rebalancing

none

Base Currency

EUR