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Tillväxt baby, alternative

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Annual Rebalancing
EUR
High Risk
3.9yr backtest

Performance Summary

Total Return+357.17%
Annualized Return+48.25%
Volatility+29.57%
Sharpe Ratio1.56
Max Drawdown+34.28%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A tech-focused ETF portfolio with 100% global equity exposure, targeting semiconductor and ESG information technology sectors for growth.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
70.0%0.35%
WELU.XETRA
Amundi S&P Global Information Technology ESG UCITS ETF DR EUR (A)IE000E7EI9P0
ETF
30.0%0.18%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €45,716.55
Histogram of Monthly Returns
The portfolio had a positive return during 30 of the 47 months (64%)
Monthly Returns Heatmap
Best month: +31.6% • Worst month: -16.1% • Best year: 2023 (+66.4%) • Worst year: 2022 (+3.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.6%-1.3%-6.8%+31.6%+22.8%+11.6%-16.1%+2.0%----+57.1%
2025+2.2%-7.0%-12.5%-4.5%+13.2%+10.0%+6.5%-2.1%+10.3%+13.8%-4.0%+1.9%+26.5%
2024+6.6%+10.0%+4.8%-3.5%+5.0%+11.7%-7.5%-3.0%+0.9%-0.7%+4.2%+2.5%+33.4%
2023+13.5%+3.7%+7.5%-6.2%+19.9%+2.9%+2.8%-1.2%-4.0%-3.8%+11.8%+8.5%+66.4%
2022---------+7.3%+6.1%-9.0%+3.6%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +34.28% • The longest drawdown period lasted for 1 year and 2 months and was between July 2024 and September 2025. It reached a trough of -34.3%.

Detailed Metrics

Returns
Total Return
+357.17%
Annualized Return
+48.25%
Avg Monthly Return
+3.67%
Risk
Volatility (Annual)
+29.57%
Max Drawdown
+34.28%
Positive Months
64%
Average Drawdown
-6.9%
Risk-Adjusted
Sharpe Ratio
1.56
Risk-free rate: 2.0%
Sortino Ratio
1.54
Downside risk adjusted
Return/Volatility
1.63
Calmar Ratio
1.41
Return/Max Drawdown
Ulcer Index
8.65
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
45,716.55
Backtest Period
2022-10-11 to 2026-08-21
3.9 years
Rebalancing
annual
Base Currency
EUR
Tillväxt baby, alternative | +48.3% CAGR | ETF Backtest