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Created byuser-hw999h

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Annual Rebalancing

EUR

High Risk

5.5yr backtest

Performance Summary

Total Return+416.39%

Annualized Return+35.04%

Volatility+29.20%

Sharpe Ratio1.13

Max Drawdown+35.59%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Tech-focused ETF portfolio with 85% global semiconductors and 15% US tech stocks for targeted equity growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	85.0%	0.35%
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14	IE00B3WJKG14	Acc	ETF	15.0%	0.15%
Total		Total			100.0%	0.32%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €51,639.27

Histogram of Monthly Returns

The portfolio had a positive return during 40 of the 66 months (61%)

Monthly Returns Heatmap

Best month: +33.3% • Worst month: -12.9% • Best year: 2023 (+67.7%) • Worst year: 2022 (-31.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+12.4%	-1.1%	-7.0%	+33.3%	+18.5%	-	-	-	-	-	-	-	+63.2%
2025	+2.4%	-7.5%	-12.7%	-4.5%	+13.6%	+10.9%	+6.1%	-2.1%	+11.1%	+14.5%	-3.7%	+2.4%	+29.7%
2024	+6.2%	+10.5%	+5.2%	-3.3%	+5.1%	+11.7%	-7.9%	-3.3%	+1.0%	-0.9%	+3.8%	+3.1%	+33.6%
2023	+13.9%	+3.7%	+7.4%	-7.1%	+20.8%	+2.8%	+3.0%	-1.6%	-3.9%	-4.3%	+12.0%	+9.6%	+67.7%
2022	-12.0%	-0.7%	+3.0%	-8.8%	-0.5%	-12.9%	+15.9%	-6.8%	-9.6%	+1.1%	+6.9%	-9.1%	-31.7%
2021	+6.3%	+4.0%	+4.1%	-0.4%	-0.3%	+8.5%	+0.7%	+4.4%	-2.8%	+5.3%	+13.1%	+3.5%	+56.6%
2020	-	-	-	-	-	-	-	-	-	-	-	+1.8%	+1.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +35.59% • The longest drawdown period lasted for 1 year and 5 months and was between January 2022 and June 2023. It reached a trough of -35.1%.

Detailed Metrics

Returns

Total Return

+416.39%

Annualized Return

+35.04%

Avg Monthly Return

+2.87%

Risk

Volatility (Annual)

+29.20%

Max Drawdown

+35.59%

Positive Months

61%

Average Drawdown

-10.6%

Risk-Adjusted

Sharpe Ratio

1.13

Risk-free rate: 2.0%

Sortino Ratio

1.12

Downside risk adjusted

Return/Volatility

1.20

Calmar Ratio

0.98

Return/Max Drawdown

Ulcer Index

13.17

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€51,639.27

Backtest Period

2020-12-03 to 2026-05-22
5.5 years

Rebalancing

annual

Base Currency

EUR