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SP500 SPYL

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

Created byuser-lnjgx6
None Rebalancing
USD
Moderate Risk
2.7yr backtest

Performance Summary

Total Return+81.12%
Annualized Return+25.09%
Volatility+13.99%
Sharpe Ratio1.65
Max Drawdown+18.42%

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.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
100.0%0.03%
Total100.0%0.03%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $18,111.91
Histogram of Monthly Returns
The portfolio had a positive return during 23 of the 33 months (70%)
Monthly Returns Heatmap
Best month: +11.4% • Worst month: -6.3% • Best year: 2024 (+25.3%) • Worst year: 2026 (+7.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.7%-0.7%-6.3%+11.4%+6.0%-2.7%------+7.6%
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
+81.12%
Annualized Return
+25.09%
Avg Monthly Return
+1.89%
Risk
Volatility (Annual)
+13.99%
Max Drawdown
+18.42%
Positive Months
70%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
1.65
Risk-free rate: 2.0%
Sortino Ratio
1.61
Downside risk adjusted
Return/Volatility
1.79
Calmar Ratio
1.36
Return/Max Drawdown
Ulcer Index
3.23
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$18,111.91
Backtest Period
2023-10-31 to 2026-06-26
2.7 years
Rebalancing
none
Base Currency
USD