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Test1

achieve 900K in 15 years

Created byuser-0txi8t
Annual Rebalancing
EUR
Moderate Risk
Multi-currency
1.3yr backtest

Performance Summary

Total Return+30.72%
Annualized Return+23.48%
Volatility+16.21%
Sharpe Ratio1.33
Max Drawdown+18.34%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global ETF portfolio targeting long-term growth with core equity, emerging markets, and targeted sector allocations like energy and defense.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
35.0%0.19%
IMEU.AS
iShares Core MSCI Europe UCITS ETF EUR (Dist) • IE00B1YZSC51
ETF
15.0%0.12%
EIMI.LSE
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66
ETF
15.0%0.18%
WNRG.AS
State Street SPDR MSCI World Energy UCITS ETF USD • IE00BYTRR863
ETF
10.0%0.3%
DFNS.PA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
10.0%0.55%
GDIG.PA
VanEck S&P Global Mining UCITS ETF A • IE00BDFBTQ78
ETF
10.0%0.5%
CBUT.XETRA
iShares Blockchain Technology UCITS ETF USD (Acc) • IE000RDRMSD1
ETF
5.0%0.5%
Total100.0%0.27%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,072.35
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 16 months (69%)
Monthly Returns Heatmap
Best month: +6.3% • Worst month: -5.1% • Best year: 2025 (+15.9%) • Worst year: 2026 (+12.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.0%+4.0%-5.1%+5.8%+1.9%-------+12.8%
2025--1.1%-3.3%-3.0%+5.7%+2.0%+4.2%+1.4%+6.3%+3.7%-1.6%+1.2%+15.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.34% • The longest drawdown period lasted for 4 months and was between February 2025 and July 2025. It reached a trough of -18.3%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (15.0% of total allocation)

Total Dividends Received

€46.74

5 payments

Dividend Yield

0.33%

(annualized)

Avg Per Payment

€9.35

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€4.57
2025€42.16
Total€46.74

Detailed Metrics

Returns
Total Return
+30.72%
Annualized Return
+23.48%
Avg Monthly Return
+1.75%
Risk
Volatility (Annual)
+16.21%
Max Drawdown
+18.34%
Positive Months
69%
Average Drawdown
-3.0%
Risk-Adjusted
Sharpe Ratio
1.33
Risk-free rate: 2.0%
Sortino Ratio
1.20
Downside risk adjusted
Return/Volatility
1.45
Calmar Ratio
1.28
Return/Max Drawdown
Ulcer Index
4.01
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,072.35
Backtest Period
2025-02-05 to 2026-05-15
1.3 years
Rebalancing
annual
Base Currency
EUR