HomePortfoliosUCITS 5

UCITS 5

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

Performance Summary

Total Return+83.12%
Annualized Return+58.77%
Volatility+24.05%
Sharpe Ratio2.36
Max Drawdown+15.84%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio targeting US equities and global technology, with core S&P 500 and semiconductor & quantum computing allocations.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
50.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
40.0%0.35%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
10.0%0.55%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $18,312.03
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 17 months (71%)
Monthly Returns Heatmap
Best month: +25.7% • Worst month: -11.8% • Best year: 2026 (+40.0%) • Worst year: 2025 (+30.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.1%-1.0%-8.6%+25.7%+16.9%+5.6%-11.8%+3.4%+1.2%---+40.0%
2025-----1.1%+9.3%+2.9%+0.9%+7.9%+8.4%-2.5%+2.2%+30.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.84% • The longest drawdown period lasted for 2 months and was between June 2026 and September 2026. It reached a trough of -15.8%.

Detailed Metrics

Returns
Total Return
+83.12%
Annualized Return
+58.77%
Avg Monthly Return
+3.97%
Risk
Volatility (Annual)
+24.05%
Max Drawdown
+15.84%
Positive Months
71%
Average Drawdown
-3.8%
Risk-Adjusted
Sharpe Ratio
2.36
Risk-free rate: 2.0%
Sortino Ratio
2.37
Downside risk adjusted
Return/Volatility
2.44
Calmar Ratio
3.71
Return/Max Drawdown
Ulcer Index
4.36
Drawdown depth & duration
Martin Ratio
0.13
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$18,312.03
Backtest Period
2025-05-21 to 2026-09-11
1.3 years
Rebalancing
none
Base Currency
USD