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UCITS 3

Created byuser-l2uvnn
None Rebalancing
USD
Moderate Risk
1.2yr backtest

Performance Summary

Total Return+45.11%
Annualized Return+36.60%
Volatility+16.51%
Sharpe Ratio2.10
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 $14,510.91
Histogram of Monthly Returns
The portfolio had a positive return during 10 of the 15 months (67%)
Monthly Returns Heatmap
Best month: +17.5% • Worst month: -7.4% • Best year: 2025 (+22.3%) • Worst year: 2026 (+18.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.6%-0.9%-7.4%+17.5%+11.0%+1.8%-6.1%-----+18.6%
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
+45.11%
Annualized Return
+36.60%
Avg Monthly Return
+2.68%
Risk
Volatility (Annual)
+16.51%
Max Drawdown
+9.44%
Positive Months
67%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
2.10
Risk-free rate: 2.0%
Sortino Ratio
2.12
Downside risk adjusted
Return/Volatility
2.22
Calmar Ratio
3.88
Return/Max Drawdown
Ulcer Index
2.51
Drawdown depth & duration
Martin Ratio
0.14
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$14,510.91
Backtest Period
2025-05-21 to 2026-07-31
1.2 years
Rebalancing
none
Base Currency
USD