Home PortfoliosV2026-04-20_1

V2026-04-20_1

Created byuser-sqxyce

None Rebalancing

EUR

Moderate Risk

1.2yr backtest

Performance Summary

Total Return+28.41%

Annualized Return+22.96%

Volatility+16.28%

Sharpe Ratio1.29

Max Drawdown+18.86%

Holdings

Asset Allocation

Asset Class

Equity 98.0%Other 2.0%

Holdings Details

Diversified global ETF portfolio with core world equity, targeted China and Europe exposure, plus specialized allocations to metals and emerging markets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	30.0%	0.19%
36BZ.XETRA iShares MSCI China A UCITS ETF • IE00BQT3WG13	IE00BQT3WG13	Acc	ETF	18.0%	0.4%
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753	LU0908500753	Acc	ETF	16.0%	0.07%
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733	IE00BK5BR733	Acc	ETF	12.0%	0.17%
CEBT.XETRA iShares Essential Metals Producers UCITS ETF USD (Acc) • IE000ROSD5J6	IE000ROSD5J6	Acc	ETF	12.0%	0.55%
WELI.XETRA Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) • IE000FCGBU62	IE000FCGBU62	Acc	ETF	5.0%	0.18%
IXUA.XETRA iShares MSCI World ex-USA UCITS ETF USD (Acc) • IE000R4ZNTN3	IE000R4ZNTN3	Acc	ETF	3.0%	0.15%
ICGA.XETRA iShares MSCI China UCITS ETF USD (Acc) • IE00BJ5JPG56	IE00BJ5JPG56	Acc	ETF	2.0%	0.28%
XMBR.XETRA Xtrackers MSCI Brazil UCITS ETF 1C	-	-	ETF	2.0%	-
Total		Total			100.0%	0.25%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,841.31

Histogram of Monthly Returns

The portfolio had a positive return during 12 of the 16 months (75%)

Monthly Returns Heatmap

Best month: +8.9% • Worst month: -8.0% • Best year: 2025 (+16.7%) • Worst year: 2026 (+10.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+5.0%	+4.6%	-8.0%	+8.9%	-	-	-	-	-	-	-	-	+10.0%
2025	+0.4%	-0.3%	-4.4%	-4.6%	+4.6%	+1.0%	+4.0%	+3.8%	+4.8%	+3.1%	+0.7%	+3.0%	+16.7%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +18.86% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -18.9%.

Detailed Metrics

Returns

Total Return

+28.41%

Annualized Return

+22.96%

Avg Monthly Return

+1.66%

Risk

Volatility (Annual)

+16.28%

Max Drawdown

+18.86%

Positive Months

75%

Average Drawdown

-3.9%

Risk-Adjusted

Sharpe Ratio

1.29

Risk-free rate: 2.0%

Sortino Ratio

1.17

Downside risk adjusted

Return/Volatility

1.41

Calmar Ratio

1.22

Return/Max Drawdown

Ulcer Index

4.97

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,841.31

Backtest Period

2025-01-30 to 2026-04-17
1.2 years

Rebalancing

none

Base Currency

EUR