Home PortfoliosV2026-04-22_1

V2026-04-22_1

Created byuser-sqxyce

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None Rebalancing

EUR

Moderate Risk

2.1yr backtest

Performance Summary

Total Return+43.11%

Annualized Return+18.69%

Volatility+14.81%

Sharpe Ratio1.13

Max Drawdown+18.81%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global ETF portfolio targeting long-term growth with core allocations to worldwide equities, China, Europe, and strategic emerging markets.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
FWIA.XETRA Invesco FTSE All-World UCITS ETF Acc • IE000716YHJ7	IE000716YHJ7	Acc	ETF	30.0%	0.15%
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%
CEBT.XETRA iShares Essential Metals Producers UCITS ETF USD (Acc) • IE000ROSD5J6	IE000ROSD5J6	Acc	ETF	12.0%	0.55%
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733	IE00BK5BR733	Acc	ETF	12.0%	0.17%
WELI.XETRA Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) • IE000FCGBU62	IE000FCGBU62	Acc	ETF	5.0%	0.18%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	3.0%	0.15%
XMBR.XETRA Xtrackers MSCI Brazil UCITS ETF 1C • LU0292109344	LU0292109344	Acc	ETF	2.0%	0.25%
FLXC.XETRA Franklin FTSE China UCITS ETF • IE00BHZRR147	IE00BHZRR147	Acc	ETF	2.0%	0.19%
Total		Total			100.0%	0.24%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €14,311.39

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 26 months (69%)

Monthly Returns Heatmap

Best month: +8.7% • Worst month: -7.8% • Best year: 2025 (+19.2%) • Worst year: 2026 (+9.5%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.6%	+4.4%	-7.8%	+8.7%	-	-	-	-	-	-	-	-	+9.5%
2025	+3.4%	-0.4%	-4.5%	-4.6%	+4.6%	+1.0%	+4.1%	+3.6%	+4.7%	+3.1%	+0.5%	+2.9%	+19.2%
2024	-	-	+1.6%	+1.7%	+0.6%	+0.3%	-0.4%	-1.2%	+6.9%	-1.4%	+2.8%	-1.5%	+9.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +18.81% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -18.8%.

Detailed Metrics

Returns

Total Return

+43.11%

Annualized Return

+18.69%

Avg Monthly Return

+1.45%

Risk

Volatility (Annual)

+14.81%

Max Drawdown

+18.81%

Positive Months

69%

Average Drawdown

-3.8%

Risk-Adjusted

Sharpe Ratio

1.13

Risk-free rate: 2.0%

Sortino Ratio

1.05

Downside risk adjusted

Return/Volatility

1.26

Calmar Ratio

0.99

Return/Max Drawdown

Ulcer Index

4.51

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€14,311.39

Backtest Period

2024-03-14 to 2026-04-17
2.1 years

Rebalancing

none

Base Currency

EUR