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UCITS 2

Created byuser-l2uvnn
None Rebalancing
USD
Moderate Risk
1.1yr backtest

Performance Summary

Total Return+61.93%
Annualized Return+52.84%
Volatility+19.32%
Sharpe Ratio2.63
Max Drawdown+10.75%

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.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
50.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
20.0%0.35%
IUIT.LSE
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
10.0%0.15%
VFEA.LSE
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733
ETF
10.0%0.17%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
10.0%0.55%
Total100.0%0.17%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $16,192.74
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: 2026 (+29.3%) • Worst year: 2025 (+25.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.8%-1.0%-8.1%+20.4%+13.5%+2.1%-2.8%-----+29.3%
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: +10.75% • 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
+61.93%
Annualized Return
+52.84%
Avg Monthly Return
+3.48%
Risk
Volatility (Annual)
+19.32%
Max Drawdown
+10.75%
Positive Months
67%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
2.63
Risk-free rate: 2.0%
Sortino Ratio
2.68
Downside risk adjusted
Return/Volatility
2.73
Calmar Ratio
4.92
Return/Max Drawdown
Ulcer Index
2.85
Drawdown depth & duration
Martin Ratio
0.18
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$16,192.74
Backtest Period
2025-05-21 to 2026-07-10
1.1 years
Rebalancing
none
Base Currency
USD