Home PortfoliosSnP500 SPYL + LEMA(Emerg)

SnP500 SPYL + LEMA(Emerg)

Created byuser-61bnq6

None Rebalancing

EUR

Moderate Risk

0.3yr backtest

Performance Summary

Total Return+12.33%

Annualized Return+48.17%

Volatility+14.50%

Sharpe Ratio3.19

Max Drawdown+6.73%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified ETF portfolio with 70% US and 30% emerging markets equity 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	70.0%	0.03%
LEMA.XETRA Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc • LU2573967036	LU2573967036	Acc	ETF	30.0%	0.14%
Total		Total			100.0%	0.06%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,232.92

Histogram of Monthly Returns

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

Monthly Returns Heatmap

Best month: +10.4% • Worst month: -5.5% • Best year: 2026 (+12.3%) • Worst year: 2026 (+12.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-	+1.4%	-5.5%	+10.4%	+7.2%	-1.0%	-	-	-	-	-	-	+12.3%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +6.73% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.7%.

Detailed Metrics

Returns

Total Return

+12.33%

Annualized Return

+48.17%

Avg Monthly Return

+2.51%

Risk

Volatility (Annual)

+14.50%

Max Drawdown

+6.73%

Positive Months

60%

Average Drawdown

-2.3%

Risk-Adjusted

Sharpe Ratio

3.19

Risk-free rate: 2.0%

Sortino Ratio

3.43

Downside risk adjusted

Return/Volatility

3.32

Calmar Ratio

7.16

Return/Max Drawdown

Ulcer Index

2.40

Drawdown depth & duration

Martin Ratio

0.19

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,232.92

Backtest Period

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

Rebalancing

none

Base Currency

EUR