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World - Small etf // - kt -

Created byuser-dvjmdp

FIRE Projection

Monthly Rebalancing

EUR

Moderate Risk

0.4yr backtest

Performance Summary

Total Return+25.93%

Annualized Return+67.63%

Volatility+16.25%

Sharpe Ratio4.04

Max Drawdown+5.30%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

All-equity ETF portfolio blending US defensive yield, global growth leaders, and next-gen internet innovation for quality long-term capital growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XUDY.XETRA Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6	IE000SRQBBT6	Acc	ETF	40.0%	0.25%
XGLA.XETRA Xtrackers Global Growth Leaders Active UCITS ETF 1C • IE000M8F3JA6	IE000M8F3JA6	Acc	ETF	30.0%	0.5%
XNGI.XETRA Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C • IE000XOQ9TK4	IE000XOQ9TK4	Acc	ETF	30.0%	0.3%
Total		Total			100.0%	0.34%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,592.61

Histogram of Monthly Returns

The portfolio had a positive return during 4 of the 6 months (67%)

Monthly Returns Heatmap

Best month: +11.2% • Worst month: -2.4% • Best year: 2026 (+25.9%) • Worst year: 2026 (+25.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-	-	-	+7.9%	+11.2%	+3.2%	-2.4%	+4.8%	-0.6%	-	-	-	+25.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +5.30% • The longest drawdown period lasted for 1 month and was between July 2026 and August 2026. It reached a trough of -4.3%.

Detailed Metrics

Returns

Total Return

+25.93%

Annualized Return

+67.63%

Avg Monthly Return

+4.02%

Risk

Volatility (Annual)

+16.25%

Max Drawdown

+5.30%

Positive Months

67%

Average Drawdown

-1.8%

Risk-Adjusted

Sharpe Ratio

4.04

Risk-free rate: 2.0%

Sortino Ratio

4.19

Downside risk adjusted

Return/Volatility

4.16

Calmar Ratio

12.76

Return/Max Drawdown

Ulcer Index

1.81

Drawdown depth & duration

Martin Ratio

0.36

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,592.61

Backtest Period

2026-04-01 to 2026-09-11
0.4 years

Rebalancing

monthly

Base Currency

EUR