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UCITS 3

Created byuser-l2uvnn
FIRE Projection
None Rebalancing
USD
High Risk
1.3yr backtest

Performance Summary

Total Return+82.31%
Annualized Return+58.23%
Volatility+23.66%
Sharpe Ratio2.38
Max Drawdown+15.47%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Growth-focused ETF portfolio blending US large caps, global tech and semiconductors, plus a quantum computing bet for high-growth exposure.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
40.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
40.0%0.35%
VWRA.LSE
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
15.0%0.19%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
5.0%0.55%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $18,231.45
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 17 months (71%)
Monthly Returns Heatmap
Best month: +24.9% • Worst month: -11.6% • Best year: 2026 (+40.1%) • Worst year: 2025 (+30.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.3%-0.7%-8.5%+24.9%+16.3%+6.1%-11.6%+3.4%+1.1%---+40.1%
2025-----1.4%+9.3%+2.8%+1.0%+7.4%+7.9%-1.9%+2.3%+30.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.47% • The longest drawdown period lasted for 2 months and was between June 2026 and September 2026. It reached a trough of -15.5%.

Detailed Metrics

Returns
Total Return
+82.31%
Annualized Return
+58.23%
Avg Monthly Return
+3.92%
Risk
Volatility (Annual)
+23.66%
Max Drawdown
+15.47%
Positive Months
71%
Average Drawdown
-3.6%
Risk-Adjusted
Sharpe Ratio
2.38
Risk-free rate: 2.0%
Sortino Ratio
2.39
Downside risk adjusted
Return/Volatility
2.46
Calmar Ratio
3.76
Return/Max Drawdown
Ulcer Index
4.23
Drawdown depth & duration
Martin Ratio
0.13
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$18,231.45
Backtest Period
2025-05-21 to 2026-09-11
1.3 years
Rebalancing
none
Base Currency
USD