Ursula1

Conquer the world

None Rebalancing
EUR
High Risk
1.4yr backtest

Performance Summary

Total Return+60.41%
Annualized Return+38.58%
Volatility+21.72%
Sharpe Ratio1.68
Max Drawdown+25.79%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Other 20.0%
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 1CIE000XOQ9TK4
ETF
20.0%0.3%
VWCG.XETRA
Vanguard FTSE Developed Europe UCITS ETF (EUR) AccumulatingIE00BK5BQX27
ETF
20.0%0.1%
WEBN.XETRA
Amundi Prime All Country World UCITS ETF AccIE0003XJA0J9
ETF
20.0%0.07%
AIFS.XETRA
Ishares Iii Plc - Ishares Ai Infrastructure Ucits Etf
ETF
20.0%-
Total100.0%0.16%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €16,040.57
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 18 months (61%)
Monthly Returns Heatmap
Best month: +20.1% • Worst month: -9.4% • Best year: 2026 (+34.0%) • Worst year: 2024 (-0.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.6%+0.2%-6.8%+20.1%+13.1%-------+34.0%
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
+60.41%
Annualized Return
+38.58%
Avg Monthly Return
+2.90%
Risk
Volatility (Annual)
+21.72%
Max Drawdown
+25.79%
Positive Months
61%
Average Drawdown
-5.1%
Risk-Adjusted
Sharpe Ratio
1.68
Risk-free rate: 2.0%
Sortino Ratio
1.64
Downside risk adjusted
Return/Volatility
1.78
Calmar Ratio
1.50
Return/Max Drawdown
Ulcer Index
6.70
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
16,040.57
Backtest Period
2024-12-09 to 2026-05-22
1.4 years
Rebalancing
none
Base Currency
EUR
Ursula1 | +38.6% CAGR | ETF Backtest