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UCITS 4

Created byuser-l2uvnn

None Rebalancing

EUR

Moderate Risk

Multi-currency

1.0yr backtest

Performance Summary

Total Return+39.68%

Annualized Return+38.71%

Volatility+13.81%

Sharpe Ratio2.66

Max Drawdown+7.24%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified US equity ETF portfolio blending S&P 500, dividend income, and technology sectors for targeted growth exposure.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	65.0%	0.03%
FUSA.LSE Fidelity US Quality Income UCITS ETF ACC-USD • IE00BYXVGY31	IE00BYXVGY31	Acc	ETF	20.0%	0.25%
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%	0.13%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,968.13

Histogram of Monthly Returns

The portfolio had a positive return during 8 of the 13 months (62%)

Monthly Returns Heatmap

Best month: +13.3% • Worst month: -4.9% • Best year: 2026 (+20.3%) • Worst year: 2025 (+16.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.4%	+0.2%	-4.9%	+13.3%	+9.8%	-	-	-	-	-	-	-	+20.3%
2025	-	-	-	-	-0.9%	+2.1%	+5.6%	-0.4%	+4.0%	+6.1%	-1.1%	-0.1%	+16.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +7.24% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -7.2%.

Detailed Metrics

Returns

Total Return

+39.68%

Annualized Return

+38.71%

Avg Monthly Return

+2.71%

Risk

Volatility (Annual)

+13.81%

Max Drawdown

+7.24%

Positive Months

62%

Average Drawdown

-1.8%

Risk-Adjusted

Sharpe Ratio

2.66

Risk-free rate: 2.0%

Sortino Ratio

2.71

Downside risk adjusted

Return/Volatility

2.80

Calmar Ratio

5.35

Return/Max Drawdown

Ulcer Index

2.01

Drawdown depth & duration

Martin Ratio

0.18

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,968.13

Backtest Period

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

Rebalancing

none

Base Currency

EUR