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UCITS

Created byuser-l2uvnn
None Rebalancing
EUR
Moderate Risk
Multi-currency
1.3yr backtest

Performance Summary

Total Return+47.21%
Annualized Return+36.21%
Volatility+16.24%
Sharpe Ratio2.11
Max Drawdown+8.68%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio focused on US equities, global tech, semiconductors, and high-dividend stocks for targeted growth and income.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
50.0%0.03%
SMH.PA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
15.0%0.35%
VHYG.LSE
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626
ETF
15.0%0.29%
CNDX.AS
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
15.0%0.3%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
5.0%0.55%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,720.96
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 16 months (69%)
Monthly Returns Heatmap
Best month: +15.2% • Worst month: -7.1% • Best year: 2026 (+24.7%) • Worst year: 2025 (+18.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+0.3%-5.1%+15.2%+11.7%+4.3%-7.1%+2.0%----+24.7%
2025-----0.7%+2.7%+5.6%-0.9%+4.8%+7.0%-1.7%+0.3%+18.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.68% • The longest drawdown period lasted for 2 months and was between January 2026 and April 2026. It reached a trough of -6.7%.

Detailed Metrics

Returns
Total Return
+47.21%
Annualized Return
+36.21%
Avg Monthly Return
+2.59%
Risk
Volatility (Annual)
+16.24%
Max Drawdown
+8.68%
Positive Months
69%
Average Drawdown
-2.1%
Risk-Adjusted
Sharpe Ratio
2.11
Risk-free rate: 2.0%
Sortino Ratio
2.07
Downside risk adjusted
Return/Volatility
2.23
Calmar Ratio
4.17
Return/Max Drawdown
Ulcer Index
2.37
Drawdown depth & duration
Martin Ratio
0.14
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,720.96
Backtest Period
2025-05-21 to 2026-08-21
1.3 years
Rebalancing
none
Base Currency
EUR