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UCITS 4

Created byuser-l2uvnn
None Rebalancing
EUR
Moderate Risk
Multi-currency
1.2yr backtest

Performance Summary

Total Return+31.52%
Annualized Return+25.80%
Volatility+13.25%
Sharpe Ratio1.80
Max Drawdown+7.58%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio with 90% S&P 500 and 10% targeted tech exposure for core US equity growth and innovation.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
90.0%0.03%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
5.0%0.55%
SMH.PA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
5.0%0.35%
Total100.0%0.07%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,152.39
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 15 months (53%)
Monthly Returns Heatmap
Best month: +11.9% • Worst month: -4.4% • Best year: 2025 (+15.1%) • Worst year: 2026 (+14.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.5%-0.4%-4.4%+11.9%+8.8%+1.7%-3.6%-----+14.3%
2025-----0.5%+2.0%+5.9%-1.0%+3.8%+5.8%-1.3%-0.2%+15.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.58% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -7.6%.

Detailed Metrics

Returns
Total Return
+31.52%
Annualized Return
+25.80%
Avg Monthly Return
+1.94%
Risk
Volatility (Annual)
+13.25%
Max Drawdown
+7.58%
Positive Months
53%
Average Drawdown
-1.9%
Risk-Adjusted
Sharpe Ratio
1.80
Risk-free rate: 2.0%
Sortino Ratio
1.73
Downside risk adjusted
Return/Volatility
1.95
Calmar Ratio
3.40
Return/Max Drawdown
Ulcer Index
2.15
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,152.39
Backtest Period
2025-05-21 to 2026-07-31
1.2 years
Rebalancing
none
Base Currency
EUR