None Rebalancing
USD
High Risk
5.6yr backtest

Performance Summary

Total Return+472.03%
Annualized Return+36.55%
Volatility+32.93%
Sharpe Ratio1.05
Max Drawdown+45.38%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Focused semiconductor ETF portfolio investing 100% in global tech equities for targeted growth exposure.
AssetTypeAllocationTER
SMH.LSE
VanEck Semiconductor UCITS ETFIE00BMC38736
ETF
100.0%0.35%
Total100.0%0.35%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $57,202.64
Histogram of Monthly Returns
The portfolio had a positive return during 45 of the 68 months (66%)
Monthly Returns Heatmap
Best month: +38.4% • Worst month: -15.6% • Best year: 2026 (+84.3%) • Worst year: 2022 (-35.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+16.6%-1.0%-9.9%+38.4%+24.1%+12.2%-8.0%-----+84.3%
2025+2.5%-7.8%-9.6%-0.1%+14.0%+15.9%+2.8%+0.4%+12.2%+13.4%-2.9%+3.8%+49.2%
2024+4.0%+11.1%+5.5%-4.5%+6.8%+10.0%-7.2%-1.9%+1.7%-4.0%+0.1%+2.1%+24.1%
2023+16.7%+1.4%+10.0%-6.7%+17.5%+5.2%+4.5%-3.5%-6.3%-4.7%+15.9%+12.4%+76.0%
2022-12.4%-0.0%+1.5%-14.1%+2.1%-15.6%+12.6%-8.8%-12.0%+1.3%+13.6%-5.7%-35.5%
2021+5.2%+4.3%+1.0%+1.2%+2.1%+4.8%+0.4%+3.6%-4.3%+4.9%+11.7%+2.0%+42.8%
2020-----------+3.5%+3.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +45.38% • The longest drawdown period lasted for 1 year and 6 months and was between December 2021 and July 2023. It reached a trough of -45.4%.

Detailed Metrics

Returns
Total Return
+472.03%
Annualized Return
+36.55%
Avg Monthly Return
+3.02%
Risk
Volatility (Annual)
+32.93%
Max Drawdown
+45.38%
Positive Months
66%
Average Drawdown
-12.4%
Risk-Adjusted
Sharpe Ratio
1.05
Risk-free rate: 2.0%
Sortino Ratio
1.04
Downside risk adjusted
Return/Volatility
1.11
Calmar Ratio
0.81
Return/Max Drawdown
Ulcer Index
15.74
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$57,202.64
Backtest Period
2020-12-03 to 2026-07-10
5.6 years
Rebalancing
none
Base Currency
USD
UCITS 1 | +36.5% CAGR | ETF Backtest