HomePortfoliosUCITS 3

UCITS 3

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

Performance Summary

Total Return+51.16%
Annualized Return+47.69%
Volatility+15.84%
Sharpe Ratio2.88
Max Drawdown+9.44%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio for growth, blending a core S&P 500 holding with targeted semiconductor and quantum computing allocations.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
80.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
15.0%0.35%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
5.0%0.55%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $15,115.82
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 14 months (64%)
Monthly Returns Heatmap
Best month: +17.5% • Worst month: -7.4% • Best year: 2026 (+23.6%) • Worst year: 2025 (+22.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.6%-0.9%-7.4%+17.5%+11.0%-0.4%------+23.6%
2025-----0.7%+6.7%+3.1%+1.1%+5.1%+5.2%-1.1%+1.4%+22.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +9.44% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -9.4%.

Detailed Metrics

Returns
Total Return
+51.16%
Annualized Return
+47.69%
Avg Monthly Return
+3.15%
Risk
Volatility (Annual)
+15.84%
Max Drawdown
+9.44%
Positive Months
64%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
2.88
Risk-free rate: 2.0%
Sortino Ratio
3.00
Downside risk adjusted
Return/Volatility
3.01
Calmar Ratio
5.05
Return/Max Drawdown
Ulcer Index
2.30
Drawdown depth & duration
Martin Ratio
0.20
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$15,115.82
Backtest Period
2025-05-21 to 2026-06-12
1.1 years
Rebalancing
none
Base Currency
USD