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UCITS 3

Created byuser-l2uvnn

None Rebalancing

USD

Moderate Risk

1.0yr backtest

Performance Summary

Total Return+45.35%

Annualized Return+44.22%

Volatility+14.33%

Sharpe Ratio2.95

Max Drawdown+9.15%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

US-focused ETF portfolio for growth, blending S&P 500, Nasdaq, dividend stocks, and tech themes like semiconductors and quantum computing.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	55.0%	0.03%
FUSA.LSE Fidelity US Quality Income UCITS ETF ACC-USD • IE00BYXVGY31	IE00BYXVGY31	Acc	ETF	20.0%	0.25%
XNAS.LSE Xtrackers Nasdaq 100 UCITS ETF 1C • IE00BMFKG444	IE00BMFKG444	Acc	ETF	10.0%	0.2%
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	10.0%	0.35%
QNTM.LSE VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157	IE0007Y8Y157	Acc	ETF	5.0%	0.55%
Total		Total			100.0%	0.15%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $14,534.92

Histogram of Monthly Returns

The portfolio had a positive return during 9 of the 13 months (69%)

Monthly Returns Heatmap

Best month: +15.8% • Worst month: -7.2% • Best year: 2025 (+20.6%) • Worst year: 2026 (+20.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.9%	-0.7%	-7.2%	+15.8%	+9.8%	-	-	-	-	-	-	-	+20.5%
2025	-	-	-	-	-0.7%	+6.1%	+3.1%	+1.2%	+4.5%	+4.7%	-0.9%	+1.1%	+20.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.15% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -9.2%.

Detailed Metrics

Returns

Total Return

+45.35%

Annualized Return

+44.22%

Avg Monthly Return

+3.06%

Risk

Volatility (Annual)

+14.33%

Max Drawdown

+9.15%

Positive Months

69%

Average Drawdown

-1.8%

Risk-Adjusted

Sharpe Ratio

2.95

Risk-free rate: 2.0%

Sortino Ratio

3.16

Downside risk adjusted

Return/Volatility

3.09

Calmar Ratio

4.83

Return/Max Drawdown

Ulcer Index

2.16

Drawdown depth & duration

Martin Ratio

0.20

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$14,534.92

Backtest Period

2025-05-21 to 2026-05-29
1.0 years

Rebalancing

none

Base Currency

USD