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Tillväxt baby

Optimize
None Rebalancing
EUR
High Risk
5.4yr backtest

Performance Summary

Total Return+281.19%
Annualized Return+28.30%
Volatility+27.48%
Sharpe Ratio0.96
Max Drawdown+33.70%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Tech-focused ETF portfolio with 70% semiconductors and 30% IT sector for targeted growth in high-innovation markets.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
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 €38,119.29
Histogram of Monthly Returns
The portfolio had a positive return during 40 of the 65 months (62%)
Monthly Returns Heatmap
Best month: +21.7% • Worst month: -12.7% • Best year: 2023 (+65.2%) • Worst year: 2022 (-30.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.2%-1.4%-6.7%+21.7%--------+23.4%
2025+1.8%-7.0%-12.7%-4.2%+13.2%+10.0%+6.7%-2.2%+10.3%+13.5%-3.9%+1.9%+26.0%
2024+6.2%+9.8%+4.8%-3.3%+5.2%+12.0%-7.4%-3.0%+1.1%-0.3%+4.3%+3.2%+35.7%
2023+12.8%+3.7%+7.4%-6.1%+19.7%+3.0%+2.9%-1.2%-3.9%-3.8%+11.6%+8.5%+65.2%
2022-11.4%-1.2%+3.5%-8.2%-1.3%-11.9%+15.8%-6.2%-9.3%+1.7%+5.0%-9.0%-30.8%
2021+5.3%+3.7%+4.1%+0.2%-0.8%+8.8%+1.2%+4.5%-2.9%+5.5%+12.1%+3.7%+54.8%
2020-----------+2.0%+2.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.70% • The longest drawdown period lasted for 1 year and 4 months and was between January 2022 and May 2023. It reached a trough of -32.9%.

Detailed Metrics

Returns
Total Return
+281.19%
Annualized Return
+28.30%
Avg Monthly Return
+2.35%
Risk
Volatility (Annual)
+27.48%
Max Drawdown
+33.70%
Positive Months
62%
Average Drawdown
-10.0%
Risk-Adjusted
Sharpe Ratio
0.96
Risk-free rate: 2.0%
Sortino Ratio
0.94
Downside risk adjusted
Return/Volatility
1.03
Calmar Ratio
0.84
Return/Max Drawdown
Ulcer Index
12.49
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
38,119.29
Backtest Period
2020-12-03 to 2026-04-17
5.4 years
Rebalancing
none
Base Currency
EUR
Tillväxt baby | +28.3% CAGR | ETF Backtest