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Ursula1

Conquer the world

Created byuser-oocv8x
None Rebalancing
EUR
High Risk
1.5yr backtest

Performance Summary

Total Return+71.30%
Annualized Return+41.70%
Volatility+22.22%
Sharpe Ratio1.79
Max Drawdown+25.79%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global ETF portfolio targeting semiconductors, AI, internet innovation, European, and broad world equity markets for growth.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
20.0%0.35%
XNGI.XETRA
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C • IE000XOQ9TK4
ETF
20.0%0.3%
VWCG.XETRA
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating • IE00BK5BQX27
ETF
20.0%0.1%
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
20.0%0.07%
AIFS.XETRA
iShares AI Infrastructure UCITS ETF USD (Acc) • IE000X59ZHE2
ETF
20.0%0.35%
Total100.0%0.23%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €17,129.87
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 19 months (63%)
Monthly Returns Heatmap
Best month: +20.1% • Worst month: -9.4% • Best year: 2026 (+43.1%) • Worst year: 2024 (-0.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.6%+0.2%-6.8%+20.1%+17.8%+2.6%------+43.1%
2025+4.6%-3.3%-9.4%-2.9%+8.8%+4.7%+4.2%-1.0%+7.1%+9.5%-3.0%+1.5%+20.8%
2024------------0.9%-0.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +25.79% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -25.8%.

Detailed Metrics

Returns
Total Return
+71.30%
Annualized Return
+41.70%
Avg Monthly Return
+3.13%
Risk
Volatility (Annual)
+22.22%
Max Drawdown
+25.79%
Positive Months
63%
Average Drawdown
-5.0%
Risk-Adjusted
Sharpe Ratio
1.79
Risk-free rate: 2.0%
Sortino Ratio
1.72
Downside risk adjusted
Return/Volatility
1.88
Calmar Ratio
1.62
Return/Max Drawdown
Ulcer Index
6.53
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€17,129.87
Backtest Period
2024-12-09 to 2026-06-26
1.5 years
Rebalancing
none
Base Currency
EUR