Home PortfoliosTest 2

Test 2

Created byuser-gt9t2s

Optimize

None Rebalancing

EUR

Moderate Risk

2.8yr backtest

Performance Summary

Total Return+87.51%

Annualized Return+24.71%

Volatility+16.30%

Sharpe Ratio1.39

Max Drawdown+21.57%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global ETF portfolio targeting emerging markets, semiconductors, cybersecurity, water, defense, energy, and uranium for strategic growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	20.0%	0.19%
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66	IE00BKM4GZ66	Acc	ETF	13.0%	0.18%
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	13.0%	0.35%
USPY.XETRA L&G Cyber Security UCITS ETF • IE00BYPLS672	IE00BYPLS672	Acc	ETF	13.0%	0.69%
AWAT.PA Amundi PEA Eau (MSCI Water) UCITS ETF Capi • FR0011882364	FR0011882364	Acc	ETF	13.0%	0.6%
DFEN.XETRA VanEck Defense UCITS ETF A • IE000YYE6WK5	IE000YYE6WK5	Acc	ETF	10.0%	0.55%
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91	IE00BM67HM91	Acc	ETF	9.0%	0.25%
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1	IE000M7V94E1	Acc	ETF	9.0%	0.55%
Total		Total			100.0%	0.40%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €18,751.31

Histogram of Monthly Returns

The portfolio had a positive return during 22 of the 35 months (63%)

Monthly Returns Heatmap

Best month: +10.2% • Worst month: -5.6% • Best year: 2024 (+23.6%) • Worst year: 2023 (+9.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+9.3%	+1.4%	-5.1%	+10.2%	-	-	-	-	-	-	-	-	+15.8%
2025	+5.1%	-3.6%	-5.6%	-1.9%	+9.3%	+4.1%	+4.5%	-0.8%	+7.0%	+6.6%	-5.1%	+0.3%	+20.1%
2024	+3.4%	+4.4%	+4.5%	-1.3%	+0.1%	+4.0%	-0.7%	-1.1%	+1.8%	+2.5%	+6.6%	-2.4%	+23.6%
2023	-	-	-	-	-	-0.4%	+3.1%	+0.0%	+0.2%	-4.0%	+5.7%	+4.5%	+9.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.57% • The longest drawdown period lasted for 4 months and was between February 2025 and July 2025. It reached a trough of -21.6%.

Detailed Metrics

Returns

Total Return

+87.51%

Annualized Return

+24.71%

Avg Monthly Return

+1.90%

Risk

Volatility (Annual)

+16.30%

Max Drawdown

+21.57%

Positive Months

63%

Average Drawdown

-2.9%

Risk-Adjusted

Sharpe Ratio

1.39

Risk-free rate: 2.0%

Sortino Ratio

1.36

Downside risk adjusted

Return/Volatility

1.52

Calmar Ratio

1.15

Return/Max Drawdown

Ulcer Index

4.07

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€18,751.31

Backtest Period

2023-06-19 to 2026-04-24
2.8 years

Rebalancing

none

Base Currency

EUR