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SPMO

Created byuser-482xia
FIRE Projection
None Rebalancing
EUR
High Risk
Multi-currency
10.9yr backtest

Performance Summary

Total Return+550.10%
Annualized Return+18.74%
Volatility+22.27%
Sharpe Ratio0.75
Max Drawdown+31.33%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in US large-cap momentum with this 100% SPMO ETF portfolio for targeted growth in leading S&P 500 companies.
AssetTypeAllocationTER
SPMO.US
Invesco S&P 500® Momentum ETF • US46138E3392
ETF
100.0%0.13%
Total100.0%0.13%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €65,009.57
Histogram of Monthly Returns
The portfolio had a positive return during 81 of the 131 months (62%)
Monthly Returns Heatmap
Best month: +17.8% • Worst month: -11.8% • Best year: 2024 (+54.6%) • Worst year: 2022 (-4.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.4%+1.0%-4.0%+17.8%+13.2%+9.7%-11.8%+1.5%+1.8%---+27.5%
2025+5.4%-0.2%-10.5%-2.3%+10.8%+2.8%+4.8%-0.1%+3.7%+1.9%-1.5%-1.7%+12.1%
2024+7.9%+11.5%+4.3%-4.3%+5.5%+8.8%-2.7%+1.7%+0.8%+2.5%+9.7%-0.1%+54.6%
2023-1.9%-2.0%-0.7%+1.3%-2.6%+4.0%+0.9%+3.8%+1.3%-2.0%+6.7%+5.1%+14.0%
2022-5.2%-1.9%+4.9%-4.0%-0.2%-6.0%+10.6%-1.1%-4.7%+12.6%-2.1%-5.7%-4.8%
2021+0.9%-0.9%+4.7%+2.8%-2.2%+10.2%+2.1%+5.1%-2.7%+7.5%-1.0%+2.3%+31.8%
2020+4.6%-8.0%-8.3%+11.0%+5.8%+1.0%+2.0%+8.1%-0.3%-3.7%+4.2%+1.8%+17.5%
2019+9.0%+4.8%+4.0%+1.4%-1.9%+2.6%+3.5%-0.2%+1.6%-2.4%+3.4%+0.3%+28.6%
2018+2.5%+1.5%-4.4%+4.2%+6.9%+0.8%+2.7%+4.4%+1.6%-8.0%+1.7%-9.1%+3.4%
2017-0.9%+6.2%-4.1%+1.3%-0.4%-0.8%+0.5%-0.7%+1.6%+8.9%+0.3%+0.6%+12.4%
2016-4.8%-0.9%+2.1%+0.7%+1.5%-2.0%+8.1%--2.1%+1.2%+1.5%+4.1%+9.0%
2015---------+7.6%+4.8%-4.6%+7.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +31.33% • The longest drawdown period lasted for 1 year and was between November 2022 and November 2023. It reached a trough of -16.7%.
When could this portfolio get you to financial independence?

SPMO returned +18.74% a year over the 11 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (100.0% of total allocation)

Total Dividends Received

€2,691.80

36 payments

Dividend Yield

0.90%

(annualized)

Avg Per Payment

€74.77

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€247.98
2025€378.13
2024€212.93
2023€482.80
2022€438.74
2021€138.49
2020€273.67
2019€242.28
2018€139.53
2017€20.63
2016€116.61
Total€2,691.80

Detailed Metrics

Returns
Total Return
+550.10%
Annualized Return
+18.74%
Avg Monthly Return
+1.56%
Risk
Volatility (Annual)
+22.27%
Max Drawdown
+31.33%
Positive Months
62%
Average Drawdown
-5.4%
Risk-Adjusted
Sharpe Ratio
0.75
Risk-free rate: 2.0%
Sortino Ratio
0.71
Downside risk adjusted
Return/Volatility
0.84
Calmar Ratio
0.60
Return/Max Drawdown
Ulcer Index
6.67
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€65,009.57
Backtest Period
2015-10-12 to 2026-09-04
10.9 years
Rebalancing
none
Base Currency
EUR