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UCITS 5

Created byuser-l2uvnn
None Rebalancing
USD
High Risk
1.2yr backtest

Performance Summary

Total Return+86.85%
Annualized Return+66.10%
Volatility+24.19%
Sharpe Ratio2.65
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 $18,684.92
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 16 months (69%)
Monthly Returns Heatmap
Best month: +25.7% • Worst month: -11.8% • Best year: 2026 (+42.8%) • Worst year: 2025 (+30.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.1%-1.0%-8.6%+25.7%+16.9%+5.6%-11.8%+6.8%----+42.8%
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 January 2026 and April 2026. It reached a trough of -11.1%.

Detailed Metrics

Returns
Total Return
+86.85%
Annualized Return
+66.10%
Avg Monthly Return
+4.35%
Risk
Volatility (Annual)
+24.19%
Max Drawdown
+15.84%
Positive Months
69%
Average Drawdown
-3.3%
Risk-Adjusted
Sharpe Ratio
2.65
Risk-free rate: 2.0%
Sortino Ratio
2.69
Downside risk adjusted
Return/Volatility
2.73
Calmar Ratio
4.17
Return/Max Drawdown
Ulcer Index
3.90
Drawdown depth & duration
Martin Ratio
0.16
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$18,684.92
Backtest Period
2025-05-21 to 2026-08-14
1.2 years
Rebalancing
none
Base Currency
USD
UCITS 5 | +66.1% CAGR | ETF Backtest