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UCITS 3

Created byuser-l2uvnn

None Rebalancing

USD

Moderate Risk

1.3yr backtest

Performance Summary

Total Return+50.09%

Annualized Return+38.34%

Volatility+16.54%

Sharpe Ratio2.20

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.LSE SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	80.0%	0.03%
SMH.LSE VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	15.0%	0.35%
QNTM.LSE VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157	IE0007Y8Y157	Acc	ETF	5.0%	0.55%
Total		Total			100.0%	0.10%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $15,009.2

Histogram of Monthly Returns

The portfolio had a positive return during 11 of the 16 months (69%)

Monthly Returns Heatmap

Best month: +17.5% • Worst month: -7.4% • Best year: 2026 (+22.7%) • Worst year: 2025 (+22.3%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.6%	-0.9%	-7.4%	+17.5%	+11.0%	+1.8%	-6.1%	+3.4%	-	-	-	-	+22.7%
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

+50.09%

Annualized Return

+38.34%

Avg Monthly Return

+2.73%

Risk

Volatility (Annual)

+16.54%

Max Drawdown

+9.44%

Positive Months

69%

Average Drawdown

-2.1%

Risk-Adjusted

Sharpe Ratio

2.20

Risk-free rate: 2.0%

Sortino Ratio

2.23

Downside risk adjusted

Return/Volatility

2.32

Calmar Ratio

4.06

Return/Max Drawdown

Ulcer Index

2.51

Drawdown depth & duration

Martin Ratio

0.15

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$15,009.2

Backtest Period

2025-05-21 to 2026-08-21
1.3 years

Rebalancing

none

Base Currency

USD