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Try2

B

Created byuser-8rlute
Monthly Rebalancing
EUR
Moderate Risk
1.2yr backtest

Performance Summary

Total Return+14.74%
Annualized Return+12.48%
Volatility+19.45%
Sharpe Ratio0.54
Max Drawdown+21.63%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%
Holdings Details
A diversified EUR ETF portfolio rebalanced annually for stable, long-term growth in global markets. Explore the Try2 strategy.
AssetTypeAllocationTER
IXUA.XETRA
iShares MSCI World ex-USA UCITS ETF USD (Acc) • IE000R4ZNTN3
ETF
40.0%0.15%
DBPG.XETRA
Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552
ETF
20.0%0.6%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
20.0%0.39%
VZLE.XETRA
WisdomTree Physical Precious Metals • DE000A0N62H8
ETF
10.0%0.44%
IS3Q.XETRA
iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601
ETF
10.0%0.25%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,473.94
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 16 months (75%)
Monthly Returns Heatmap
Best month: +6.5% • Worst month: -7.3% • Best year: 2025 (+12.4%) • Worst year: 2026 (+2.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.5%+3.6%-7.3%+2.6%--------+2.0%
2025+0.7%-2.0%-6.2%-4.0%+6.5%+0.9%+3.9%+1.7%+3.2%+3.9%+1.4%+2.6%+12.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.63% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -21.6%.

Detailed Metrics

Returns
Total Return
+14.74%
Annualized Return
+12.48%
Avg Monthly Return
+0.93%
Risk
Volatility (Annual)
+19.45%
Max Drawdown
+21.63%
Positive Months
75%
Average Drawdown
-4.5%
Risk-Adjusted
Sharpe Ratio
0.54
Risk-free rate: 2.0%
Sortino Ratio
0.51
Downside risk adjusted
Return/Volatility
0.64
Calmar Ratio
0.58
Return/Max Drawdown
Ulcer Index
5.78
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,473.94
Backtest Period
2025-01-30 to 2026-04-02
1.2 years
Rebalancing
monthly
Base Currency
EUR