Home Portfoliosssac

ssac

Created byuser-098yle

None Rebalancing

CHF

Moderate Risk

Multi-currency

1.4yr backtest

Performance Summary

Total Return+19.94%

Annualized Return+14.27%

Volatility+15.58%

Sharpe Ratio0.79

Max Drawdown+15.80%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Invest in AI's future with this 100% equity portfolio focused on a global technology ETF for targeted growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XUSE.AS Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C • IE00BGV5VN51	IE00BGV5VN51	Acc	ETF	100.0%	0.35%
Total		Total			100.0%	0.35%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,994.22

Histogram of Monthly Returns

The portfolio had a positive return during 13 of the 18 months (72%)

Monthly Returns Heatmap

Best month: +4.7% • Worst month: -6.0% • Best year: 2025 (+9.5%) • Worst year: 2026 (+9.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.4%	+4.3%	-6.0%	+4.7%	+2.9%	+2.2%	-	-	-	-	-	-	+9.5%
2025	-0.1%	+0.7%	-2.5%	-2.9%	+4.5%	-1.5%	+1.5%	+2.5%	+1.5%	+2.7%	+0.9%	+2.2%	+9.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +15.80% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -15.8%.

Detailed Metrics

Returns

Total Return

+19.94%

Annualized Return

+14.27%

Avg Monthly Return

+1.05%

Risk

Volatility (Annual)

+15.58%

Max Drawdown

+15.80%

Positive Months

72%

Average Drawdown

-2.6%

Risk-Adjusted

Sharpe Ratio

0.79

Risk-free rate: 2.0%

Sortino Ratio

0.74

Downside risk adjusted

Return/Volatility

0.92

Calmar Ratio

0.90

Return/Max Drawdown

Ulcer Index

3.55

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,994.22

Backtest Period

2025-01-30 to 2026-06-12
1.4 years

Rebalancing

none

Base Currency

CHF