HomePortfoliosTillv 6

Tillv 6

Created byuser-c3glzx
Optimize
Annual Rebalancing
EUR
High Risk
4.9yr backtest

Performance Summary

Total Return+249.29%
Annualized Return+28.78%
Volatility+28.15%
Sharpe Ratio0.95
Max Drawdown+34.75%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A concentrated tech ETF portfolio targeting global semiconductor and US information technology sectors for high-growth potential.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
70.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
30.0%0.15%
Total100.0%0.29%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €34,929.47
Histogram of Monthly Returns
The portfolio had a positive return during 36 of the 60 months (60%)
Monthly Returns Heatmap
Best month: +32.9% • Worst month: -16.0% • Best year: 2023 (+58.9%) • Worst year: 2022 (-30.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+11.7%+0.6%-8.5%+32.9%+24.9%+10.8%-16.0%-----+58.9%
2025+2.0%-6.1%-13.2%-4.7%+12.7%+10.7%+4.6%-1.4%+11.5%+15.5%-4.3%+2.3%+28.5%
2024+4.4%+9.2%+4.4%-3.8%+5.3%+11.2%-7.0%-3.4%+0.7%-0.9%+3.7%+2.9%+28.4%
2023+12.3%+3.4%+6.7%-6.8%+18.2%+3.3%+2.9%-1.9%-3.9%-4.5%+12.0%+8.5%+58.9%
2022-11.4%-0.6%+3.1%-8.1%-0.9%-12.3%+14.8%-5.4%-9.5%+2.1%+5.6%-9.2%-30.3%
2021-------+0.8%-2.5%+6.2%+10.7%+4.3%+20.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +34.75% • The longest drawdown period lasted for 1 year and 6 months and was between January 2022 and July 2023. It reached a trough of -32.1%.

Detailed Metrics

Returns
Total Return
+249.29%
Annualized Return
+28.78%
Avg Monthly Return
+2.51%
Risk
Volatility (Annual)
+28.15%
Max Drawdown
+34.75%
Positive Months
60%
Average Drawdown
-10.8%
Risk-Adjusted
Sharpe Ratio
0.95
Risk-free rate: 2.0%
Sortino Ratio
0.94
Downside risk adjusted
Return/Volatility
1.02
Calmar Ratio
0.83
Return/Max Drawdown
Ulcer Index
13.10
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€34,929.47
Backtest Period
2021-08-06 to 2026-07-17
4.9 years
Rebalancing
annual
Base Currency
EUR