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Tillväxt baby

Created byuser-c3glzx
Optimize
Annual Rebalancing
EUR
High Risk
5.4yr backtest

Performance Summary

Total Return+358.53%
Annualized Return+32.40%
Volatility+27.52%
Sharpe Ratio1.10
Max Drawdown+33.75%

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 ETF • IE00BMC38736
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 €45,852.57
Histogram of Monthly Returns
The portfolio had a positive return during 41 of the 66 months (62%)
Monthly Returns Heatmap
Best month: +30.8% • Worst month: -12.7% • Best year: 2023 (+65.3%) • Worst year: 2022 (-30.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.7%-1.5%-6.6%+30.8%+11.9%-------+47.7%
2025+1.8%-7.0%-12.7%-4.3%+13.2%+10.0%+6.7%-2.2%+10.3%+13.6%-3.9%+2.0%+26.2%
2024+6.2%+9.7%+4.8%-3.3%+5.2%+12.0%-7.3%-3.0%+1.2%-0.3%+4.4%+3.2%+35.8%
2023+12.8%+3.7%+7.4%-6.2%+19.7%+3.0%+2.9%-1.2%-3.9%-3.8%+11.6%+8.5%+65.3%
2022-11.3%-1.2%+3.5%-8.2%-1.4%-11.8%+15.7%-6.1%-9.3%+1.8%+4.8%-8.9%-30.7%
2021+5.3%+3.7%+4.1%+0.2%-0.8%+8.8%+1.2%+4.5%-2.9%+5.6%+12.0%+3.7%+54.8%
2020-----------+2.0%+2.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +33.75% • The longest drawdown period lasted for 1 year and 4 months and was between January 2022 and May 2023. It reached a trough of -32.6%.

Detailed Metrics

Returns
Total Return
+358.53%
Annualized Return
+32.40%
Avg Monthly Return
+2.64%
Risk
Volatility (Annual)
+27.52%
Max Drawdown
+33.75%
Positive Months
62%
Average Drawdown
-9.9%
Risk-Adjusted
Sharpe Ratio
1.10
Risk-free rate: 2.0%
Sortino Ratio
1.09
Downside risk adjusted
Return/Volatility
1.18
Calmar Ratio
0.96
Return/Max Drawdown
Ulcer Index
12.37
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€45,852.57
Backtest Period
2020-12-03 to 2026-05-08
5.4 years
Rebalancing
annual
Base Currency
EUR