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Test

Created byuser-7qjcpy

None Rebalancing

EUR

Moderate Risk

0.6yr backtest

Performance Summary

Total Return+13.43%

Annualized Return+22.70%

Volatility+15.91%

Sharpe Ratio1.30

Max Drawdown+9.19%

Holdings

Asset Allocation

Asset Class

Equity 70.0%Other 30.0%

Holdings Details

Global equity portfolio with leveraged world ETF and European infrastructure exposure for diversified growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	50.0%	0.07%
LVWC.XETRA Amundi Msci World (2X) Leveraged Ucits Etf	-	-	ETF	30.0%	-
B41J.XETRA Global X European Infrastructure Development UCITS ETF EUR Accumulating • IE000PS0J481	IE000PS0J481	Acc	ETF	20.0%	0.47%
Total		Total			100.0%	0.13%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,342.86

Histogram of Monthly Returns

The portfolio had a positive return during 6 of the 8 months (75%)

Monthly Returns Heatmap

Best month: +10.2% • Worst month: -7.6% • Best year: 2026 (+11.9%) • Worst year: 2025 (+1.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.6%	+2.8%	-7.6%	+10.2%	+5.1%	-	-	-	-	-	-	-	+11.9%
2025	-	-	-	-	-	-	-	-	-	+1.4%	-0.9%	+0.8%	+1.3%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.19% • The longest drawdown period lasted for 2 months and was between October 2025 and January 2026. It reached a trough of -5.1%.

Detailed Metrics

Returns

Total Return

+13.43%

Annualized Return

+22.70%

Avg Monthly Return

+1.70%

Risk

Volatility (Annual)

+15.91%

Max Drawdown

+9.19%

Positive Months

75%

Average Drawdown

-2.2%

Risk-Adjusted

Sharpe Ratio

1.30

Risk-free rate: 2.0%

Sortino Ratio

1.41

Downside risk adjusted

Return/Volatility

1.43

Calmar Ratio

2.47

Return/Max Drawdown

Ulcer Index

2.72

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,342.86

Backtest Period

2025-10-09 to 2026-05-22
0.6 years

Rebalancing

none

Base Currency

EUR