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UCITS 4

Created byuser-l2uvnn

None Rebalancing

EUR

Moderate Risk

Multi-currency

1.3yr backtest

Performance Summary

Total Return+34.14%

Annualized Return+26.46%

Volatility+13.27%

Sharpe Ratio1.84

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SPYL.XETRA State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718	IE000XZSV718	Acc	ETF	90.0%	0.03%
QNTM.LSE VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157	IE0007Y8Y157	Acc	ETF	5.0%	0.55%
SMH.PA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	5.0%	0.35%
Total		Total			100.0%	0.07%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,414.29

Histogram of Monthly Returns

The portfolio had a positive return during 9 of the 16 months (56%)

Monthly Returns Heatmap

Best month: +11.9% • Worst month: -4.4% • Best year: 2026 (+16.6%) • Worst year: 2025 (+15.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+0.5%	-0.4%	-4.4%	+11.9%	+8.8%	+1.7%	-3.6%	+2.0%	-	-	-	-	+16.6%
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

+34.14%

Annualized Return

+26.46%

Avg Monthly Return

+1.94%

Risk

Volatility (Annual)

+13.27%

Max Drawdown

+7.58%

Positive Months

56%

Average Drawdown

-1.9%

Risk-Adjusted

Sharpe Ratio

1.84

Risk-free rate: 2.0%

Sortino Ratio

1.79

Downside risk adjusted

Return/Volatility

1.99

Calmar Ratio

3.49

Return/Max Drawdown

Ulcer Index

2.13

Drawdown depth & duration

Martin Ratio

0.11

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,414.29

Backtest Period

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

Rebalancing

none

Base Currency

EUR