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Tech 2

Created byuser-kmnqal
Quarterly Rebalancing
EUR
High Risk
5.0yr backtest

Performance Summary

Total Return+272.40%
Annualized Return+30.19%
Volatility+31.38%
Sharpe Ratio0.90
Max Drawdown+39.35%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in global semiconductor technology with this 100% equity ETF portfolio focused on a high-growth sector for long-term capital appreciation.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
100.0%0.35%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €37,239.65
Histogram of Monthly Returns
The portfolio had a positive return during 38 of the 60 months (63%)
Monthly Returns Heatmap
Best month: +38.4% • Worst month: -21.9% • Best year: 2026 (+70.8%) • Worst year: 2022 (-32.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+17.9%+2.1%-9.9%+38.4%+27.4%+14.4%-21.9%-----+70.8%
2025+3.4%-6.6%-13.5%-5.5%+13.1%+12.8%+2.8%-0.7%+13.5%+18.1%-4.0%+3.1%+36.5%
2024+3.7%+10.7%+5.1%-4.1%+5.3%+10.1%-8.0%-4.2%+0.1%-2.5%+2.0%+2.7%+20.8%
2023+14.3%+3.3%+6.6%-9.0%+19.8%+3.0%+3.4%-3.0%-3.7%-5.7%+13.1%+10.8%+61.0%
2022-12.7%+0.7%+1.9%-9.4%+1.2%-14.7%+14.6%-6.6%-10.3%+0.8%+10.3%-9.6%-32.2%
2021-------+0.0%-2.2%+6.0%+12.2%+4.1%+21.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +39.35% • The longest drawdown period lasted for 1 year and 11 months and was between January 2022 and December 2023. It reached a trough of -36.9%.

Detailed Metrics

Returns
Total Return
+272.40%
Annualized Return
+30.19%
Avg Monthly Return
+2.75%
Risk
Volatility (Annual)
+31.38%
Max Drawdown
+39.35%
Positive Months
63%
Average Drawdown
-13.0%
Risk-Adjusted
Sharpe Ratio
0.90
Risk-free rate: 2.0%
Sortino Ratio
0.88
Downside risk adjusted
Return/Volatility
0.96
Calmar Ratio
0.77
Return/Max Drawdown
Ulcer Index
15.27
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€37,239.65
Backtest Period
2021-08-06 to 2026-07-31
5.0 years
Rebalancing
quarterly
Base Currency
EUR