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USDv2

Created byuser-vo12ny

None Rebalancing

USD

Moderate Risk

Multi-currency

1.9yr backtest

Performance Summary

Total Return+39.40%

Annualized Return+19.07%

Volatility+17.08%

Sharpe Ratio1.00

Max Drawdown+13.19%

Holdings

Asset Allocation

Asset Class

Other 70.0%Equity 30.0%

Holdings Details

A diversified ETF portfolio with 70% European equities, 30% global and emerging markets for broad, balanced growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XMEU.XETRA Xtrackers MSCI Europe UCITS ETF 1C	-	-	ETF	60.0%	-
MWEQ.LSE Invesco MSCI World Equal Weight UCITS ETF • IE000OEF25S1	IE000OEF25S1	Acc	ETF	30.0%	0.2%
EGEE.XETRA iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)	-	-	ETF	10.0%	-
Total		Total			100.0%	0.06%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $13,940.25

Histogram of Monthly Returns

The portfolio had a positive return during 17 of the 23 months (74%)

Monthly Returns Heatmap

Best month: +7.6% • Worst month: -9.2% • Best year: 2025 (+31.4%) • Worst year: 2024 (-4.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.9%	+3.1%	-9.2%	+7.6%	+3.7%	+0.4%	+0.9%	-	-	-	-	-	+11.1%
2025	+5.8%	+2.1%	-0.6%	+3.0%	+5.2%	+3.2%	-0.3%	+2.1%	+2.1%	+1.4%	+0.8%	+3.1%	+31.4%
2024	-	-	-	-	-	-	-	-	+3.3%	-4.3%	-0.3%	-3.0%	-4.5%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +13.19% • The longest drawdown period lasted for 5 months and was between September 2024 and February 2025. It reached a trough of -9.4%.

Detailed Metrics

Returns

Total Return

+39.40%

Annualized Return

+19.07%

Avg Monthly Return

+1.52%

Risk

Volatility (Annual)

+17.08%

Max Drawdown

+13.19%

Positive Months

74%

Average Drawdown

-3.6%

Risk-Adjusted

Sharpe Ratio

1.00

Risk-free rate: 2.0%

Sortino Ratio

1.01

Downside risk adjusted

Return/Volatility

1.12

Calmar Ratio

1.45

Return/Max Drawdown

Ulcer Index

4.48

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$13,940.25

Backtest Period

2024-09-04 to 2026-07-31
1.9 years

Rebalancing

none

Base Currency

USD