HomePortfoliosUSDv2

USDv2

Created byuser-vo12ny
None Rebalancing
USD
Moderate Risk
Multi-currency
1.9yr backtest

Performance Summary

Total Return+42.66%
Annualized Return+20.31%
Volatility+17.01%
Sharpe Ratio1.08
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.
AssetTypeAllocationTER
XMEU.XETRA
Xtrackers MSCI Europe UCITS ETF 1C
ETF
60.0%-
MWEQ.LSE
Invesco MSCI World Equal Weight UCITS ETF • IE000OEF25S1
ETF
30.0%0.2%
EGEE.XETRA
iShares Emerging Markets Equity Enhanced Active UCITS ETF USD (Acc)
ETF
10.0%-
Total100.0%0.06%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $14,266.21
Histogram of Monthly Returns
The portfolio had a positive return during 18 of the 24 months (75%)
Monthly Returns Heatmap
Best month: +7.6% • Worst month: -9.2% • Best year: 2025 (+31.4%) • Worst year: 2024 (-4.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.9%+3.1%-9.2%+7.6%+3.7%+0.4%+0.9%+2.3%----+13.7%
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
+42.66%
Annualized Return
+20.31%
Avg Monthly Return
+1.55%
Risk
Volatility (Annual)
+17.01%
Max Drawdown
+13.19%
Positive Months
75%
Average Drawdown
-3.6%
Risk-Adjusted
Sharpe Ratio
1.08
Risk-free rate: 2.0%
Sortino Ratio
1.08
Downside risk adjusted
Return/Volatility
1.19
Calmar Ratio
1.54
Return/Max Drawdown
Ulcer Index
4.46
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$14,266.21
Backtest Period
2024-09-04 to 2026-08-07
1.9 years
Rebalancing
none
Base Currency
USD