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Tillväxt baby

Optimize
Annual Rebalancing
EUR
High Risk
5.6yr backtest

Performance Summary

Total Return+366.57%
Annualized Return+31.67%
Volatility+26.27%
Sharpe Ratio1.13
Max Drawdown+32.44%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Tech-focused ETF portfolio with 100% equity allocation in global semiconductor and US information technology sectors for targeted growth.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
50.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)IE00B3WJKG14
ETF
50.0%0.15%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €46,657.09
Histogram of Monthly Returns
The portfolio had a positive return during 43 of the 68 months (63%)
Monthly Returns Heatmap
Best month: +27.3% • Worst month: -12.6% • Best year: 2023 (+62.1%) • Worst year: 2022 (-29.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.1%-2.0%-6.0%+27.3%+21.4%+7.8%-5.0%-----+54.6%
2025+0.9%-6.4%-12.6%-3.9%+12.7%+8.8%+7.3%-2.4%+9.3%+12.3%-4.3%+1.4%+21.5%
2024+6.1%+8.6%+4.2%-3.2%+5.2%+12.5%-6.5%-2.6%+1.4%+0.5%+5.2%+3.3%+38.8%
2023+11.4%+3.7%+7.2%-4.8%+18.3%+3.2%+2.6%-0.7%-4.0%-3.2%+11.1%+7.0%+62.1%
2022-10.5%-1.9%+4.2%-7.4%-2.6%-10.4%+15.6%-5.2%-8.9%+2.7%+2.3%-8.8%-29.3%
2021+4.0%+3.2%+4.1%+0.9%-1.4%+9.2%+1.8%+4.5%-3.0%+5.9%+10.6%+4.0%+52.5%
2020-----------+2.4%+2.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +32.44% • The longest drawdown period lasted for 1 year and 4 months and was between January 2022 and May 2023. It reached a trough of -29.8%.

Detailed Metrics

Returns
Total Return
+366.57%
Annualized Return
+31.67%
Avg Monthly Return
+2.57%
Risk
Volatility (Annual)
+26.27%
Max Drawdown
+32.44%
Positive Months
63%
Average Drawdown
-9.0%
Risk-Adjusted
Sharpe Ratio
1.13
Risk-free rate: 2.0%
Sortino Ratio
1.11
Downside risk adjusted
Return/Volatility
1.21
Calmar Ratio
0.98
Return/Max Drawdown
Ulcer Index
11.31
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
46,657.09
Backtest Period
2020-12-03 to 2026-07-10
5.6 years
Rebalancing
annual
Base Currency
EUR