SP500 SPYL

SP500 UCITs acumulativo de TER = 0.03% (es el mas barato).

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Invest in the entire U.S. stock market with this low-cost, diversified S&P 500 ETF portfolio for efficient, long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	100.0%	0.03%
Total		Total			100.0%	0.03%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $19,081.59

Histogram of Monthly Returns

The portfolio had a positive return during 24 of the 35 months (69%)

Monthly Returns Heatmap

Best month: +11.4% • Worst month: -6.3% • Best year: 2024 (+25.3%) • Worst year: 2026 (+13.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+0.7%	-0.7%	-6.3%	+11.4%	+6.0%	-1.3%	-0.6%	+4.5%	-	-	-	-	+13.3%
2025	+3.1%	-3.8%	-5.4%	-0.7%	+7.1%	+5.1%	+3.3%	+1.1%	+3.1%	+3.0%	+0.1%	+0.9%	+17.4%
2024	+2.1%	+4.1%	+3.5%	-3.2%	+2.6%	+5.7%	+0.5%	+1.5%	+2.5%	-0.0%	+5.4%	-1.6%	+25.3%
2023	-	-	-	-	-	-	-	-	-	+0.0%	+8.6%	+5.4%	+14.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +18.42% • The longest drawdown period lasted for 4 months and was between February 2025 and June 2025. It reached a trough of -18.4%.

Detailed Metrics

Returns

Total Return

+90.82%

Annualized Return

+25.69%

Avg Monthly Return

+1.93%

Risk

Volatility (Annual)

+13.81%

Max Drawdown

+18.42%

Positive Months

69%

Average Drawdown

-2.2%

Risk-Adjusted

Sharpe Ratio

1.72

Risk-free rate: 2.0%

Sortino Ratio

1.67

Downside risk adjusted

Return/Volatility

1.86

Calmar Ratio

1.39

Return/Max Drawdown

Ulcer Index

3.15

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$19,081.59

Backtest Period

2023-10-31 to 2026-08-28
2.8 years

Rebalancing

none

Base Currency

USD

Performance Summary

Holdings

Performance

Detailed Metrics