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UCITS 2

Created byuser-l2uvnn

None Rebalancing

USD

Moderate Risk

1.2yr backtest

Performance Summary

Total Return+53.23%

Annualized Return+42.98%

Volatility+19.68%

Sharpe Ratio2.08

Max Drawdown+11.66%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified ETF portfolio targeting US equities, semiconductors, tech, emerging markets, and quantum computing for focused growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	50.0%	0.03%
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	20.0%	0.35%
IUIT.LSE iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14	IE00B3WJKG14	Acc	ETF	10.0%	0.15%
VFEA.LSE Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733	IE00BK5BR733	Acc	ETF	10.0%	0.17%
QNTM.LSE VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157	IE0007Y8Y157	Acc	ETF	10.0%	0.55%
Total		Total			100.0%	0.17%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $15,323.04

Histogram of Monthly Returns

The portfolio had a positive return during 10 of the 15 months (67%)

Monthly Returns Heatmap

Best month: +20.4% • Worst month: -8.1% • Best year: 2025 (+25.3%) • Worst year: 2026 (+22.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.8%	-1.0%	-8.1%	+20.4%	+13.5%	+2.1%	-8.0%	-	-	-	-	-	+22.3%
2025	-	-	-	-	-0.9%	+7.7%	+3.1%	+1.1%	+6.7%	+6.5%	-2.5%	+1.6%	+25.3%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +11.66% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -10.7%.

Detailed Metrics

Returns

Total Return

+53.23%

Annualized Return

+42.98%

Avg Monthly Return

+3.13%

Risk

Volatility (Annual)

+19.68%

Max Drawdown

+11.66%

Positive Months

67%

Average Drawdown

-2.8%

Risk-Adjusted

Sharpe Ratio

2.08

Risk-free rate: 2.0%

Sortino Ratio

2.11

Downside risk adjusted

Return/Volatility

2.18

Calmar Ratio

3.69

Return/Max Drawdown

Ulcer Index

3.25

Drawdown depth & duration

Martin Ratio

0.13

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$15,323.04

Backtest Period

2025-05-21 to 2026-07-31
1.2 years

Rebalancing

none

Base Currency

USD