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Wealth prosper

Created byuser-xj6afw

Monthly Rebalancing

EUR

Moderate Risk

1.8yr backtest

Performance Summary

Total Return+57.67%

Annualized Return+28.22%

Volatility+16.71%

Sharpe Ratio1.57

Max Drawdown+21.78%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified global equity ETF portfolio targeting tech, biotech, clean energy, defense, and financials for strategic growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	20.0%	0.07%
SMH.PA VanEck Semiconductor UCITS ETF • IE00BMC38736	IE00BMC38736	Acc	ETF	15.0%	0.35%
GRID.XETRA First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc • IE000J80JTL1	IE000J80JTL1	Acc	ETF	14.0%	0.63%
2B70.F iShares Nasdaq US Biotechnology UCITS ETF • IE00BYXG2H39	IE00BYXG2H39	Acc	ETF	14.0%	0.35%
WELK.XETRA Amundi S&P Global Financials ESG UCITS ETF DR EUR (A) • IE000KYX7IP4	IE000KYX7IP4	Acc	ETF	14.0%	0.18%
DFND.PA iShares Global Aerospace & Defence UCITS ETF USD (Acc) • IE000U9ODG19	IE000U9ODG19	Acc	ETF	14.0%	0.35%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	9.0%	0.39%
Total		Total			100.0%	0.31%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €15,767.4

Histogram of Monthly Returns

The portfolio had a positive return during 15 of the 23 months (65%)

Monthly Returns Heatmap

Best month: +10.9% • Worst month: -7.1% • Best year: 2026 (+27.1%) • Worst year: 2024 (+3.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+4.8%	+2.8%	-5.7%	+10.9%	+7.0%	+5.7%	-3.7%	+3.6%	-	-	-	-	+27.1%
2025	+4.5%	-2.2%	-7.1%	-3.4%	+7.4%	+3.0%	+5.7%	-0.2%	+4.5%	+6.0%	+0.0%	+1.3%	+20.2%
2024	-	-	-	-	-	-	-	-	-	-0.8%	+6.5%	-2.3%	+3.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.78% • The longest drawdown period lasted for 5 months and was between February 2025 and July 2025. It reached a trough of -21.8%.

Detailed Metrics

Returns

Total Return

+57.67%

Annualized Return

+28.22%

Avg Monthly Return

+2.10%

Risk

Volatility (Annual)

+16.71%

Max Drawdown

+21.78%

Positive Months

65%

Average Drawdown

-3.4%

Risk-Adjusted

Sharpe Ratio

1.57

Risk-free rate: 2.0%

Sortino Ratio

1.52

Downside risk adjusted

Return/Volatility

1.69

Calmar Ratio

1.30

Return/Max Drawdown

Ulcer Index

4.71

Drawdown depth & duration

Martin Ratio

0.06

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€15,767.4

Backtest Period

2024-10-07 to 2026-08-07
1.8 years

Rebalancing

monthly

Base Currency

EUR