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Tech 1

Created byuser-kmnqal
Quarterly Rebalancing
EUR
High Risk
5.6yr backtest

Performance Summary

Total Return+450.85%
Annualized Return+35.49%
Volatility+31.51%
Sharpe Ratio1.06
Max Drawdown+37.64%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity portfolio focused on global semiconductor technology via a single, targeted ETF for concentrated growth potential.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
100.0%0.35%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €55,084.75
Histogram of Monthly Returns
The portfolio had a positive return during 43 of the 68 months (63%)
Monthly Returns Heatmap
Best month: +35.7% • Worst month: -16.6% • Best year: 2026 (+71.0%) • Worst year: 2022 (-32.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+15.0%-0.7%-7.5%+35.7%+24.8%+14.6%-16.6%-----+71.0%
2025+3.1%-8.0%-12.8%-4.8%+13.9%+11.8%+5.6%-1.9%+11.8%+15.5%-3.4%+2.8%+33.2%
2024+6.2%+11.4%+5.5%-3.4%+5.1%+11.3%-8.5%-3.6%+0.8%-1.5%+3.1%+3.1%+31.5%
2023+15.0%+3.7%+7.5%-8.1%+21.9%+2.6%+3.2%-2.0%-3.8%-4.7%+12.4%+10.7%+70.2%
2022-12.6%-0.1%+2.5%-9.4%+0.5%-14.0%+16.0%-7.6%-9.9%+0.3%+9.2%-9.3%-32.8%
2021+7.3%+4.4%+4.2%-0.9%+0.1%+8.2%+0.2%+4.4%-2.6%+5.1%+14.2%+3.4%+58.4%
2020-----------+1.5%+1.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +37.64% • The longest drawdown period lasted for 1 year and 5 months and was between January 2022 and June 2023. It reached a trough of -37.6%.

Detailed Metrics

Returns
Total Return
+450.85%
Annualized Return
+35.49%
Avg Monthly Return
+2.97%
Risk
Volatility (Annual)
+31.51%
Max Drawdown
+37.64%
Positive Months
63%
Average Drawdown
-11.4%
Risk-Adjusted
Sharpe Ratio
1.06
Risk-free rate: 2.0%
Sortino Ratio
1.05
Downside risk adjusted
Return/Volatility
1.13
Calmar Ratio
0.94
Return/Max Drawdown
Ulcer Index
13.91
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€55,084.75
Backtest Period
2020-12-03 to 2026-07-17
5.6 years
Rebalancing
quarterly
Base Currency
EUR