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SPYL

Created byuser-l2uvnn

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None Rebalancing

USD

Moderate Risk

2.6yr backtest

Performance Summary

Total Return+107.59%

Annualized Return+32.50%

Volatility+15.74%

Sharpe Ratio1.94

Max Drawdown+19.68%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A US-focused ETF portfolio blending S&P 500 core exposure with a targeted semiconductor allocation for diversified growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	90.0%	0.03%
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	10.0%	0.35%
Total		Total			100.0%	0.06%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $20,758.89

Histogram of Monthly Returns

The portfolio had a positive return during 21 of the 33 months (64%)

Monthly Returns Heatmap

Best month: +15.5% • Worst month: -6.9% • Best year: 2024 (+25.2%) • Worst year: 2023 (+16.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.8%	-0.8%	-6.9%	+15.5%	+9.2%	-1.4%	-	-	-	-	-	-	+18.2%
2025	+3.0%	-4.3%	-5.8%	-0.6%	+7.8%	+6.3%	+3.2%	+1.1%	+4.2%	+4.3%	-0.4%	+1.3%	+20.9%
2024	+2.3%	+4.9%	+3.7%	-3.3%	+3.1%	+6.3%	-0.5%	+1.1%	+2.4%	-0.5%	+4.8%	-1.2%	+25.2%
2023	-	-	-	-	-	-	-	-	-	+0.0%	+9.4%	+6.1%	+16.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +19.68% • The longest drawdown period lasted for 4 months and was between January 2025 and June 2025. It reached a trough of -19.7%.

Detailed Metrics

Returns

Total Return

+107.59%

Annualized Return

+32.50%

Avg Monthly Return

+2.34%

Risk

Volatility (Annual)

+15.74%

Max Drawdown

+19.68%

Positive Months

64%

Average Drawdown

-2.6%

Risk-Adjusted

Sharpe Ratio

1.94

Risk-free rate: 2.0%

Sortino Ratio

1.89

Downside risk adjusted

Return/Volatility

2.06

Calmar Ratio

1.65

Return/Max Drawdown

Ulcer Index

3.64

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$20,758.89

Backtest Period

2023-10-31 to 2026-06-05
2.6 years

Rebalancing

none

Base Currency

USD