Home PortfoliosWolrd+EX

Wolrd+EX

Created byuser-x2ebcn

None Rebalancing

EUR

Moderate Risk

1.8yr backtest

Performance Summary

Total Return+32.77%

Annualized Return+17.32%

Volatility+14.43%

Sharpe Ratio1.06

Max Drawdown+21.10%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A global equity ETF portfolio with 90% MSCI World and 10% ex-US exposure for broad, diversified market coverage.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
MWRE.XETRA Amundi Core MSCI World UCITS ETF Acc • IE000BI8OT95	IE000BI8OT95	Acc	ETF	90.0%	0.12%
EXUS.XETRA Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4	IE0006WW1TQ4	Acc	ETF	10.0%	0.15%
Total		Total			100.0%	0.12%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,276.91

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 22 months (64%)

Monthly Returns Heatmap

Best month: +8.0% • Worst month: -7.4% • Best year: 2026 (+15.3%) • Worst year: 2024 (+5.8%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+0.7%	+1.5%	-5.0%	+8.0%	+5.3%	+1.5%	-0.5%	+3.5%	-	-	-	-	+15.3%
2025	+4.6%	-2.3%	-7.4%	-3.7%	+6.3%	+0.7%	+4.5%	-0.2%	+2.4%	+4.2%	-0.2%	+0.5%	+8.9%
2024	-	-	-	-	-	-	-	-	-	-	+7.1%	-1.3%	+5.8%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.10% • The longest drawdown period lasted for 7 months and was between February 2025 and October 2025. It reached a trough of -21.1%.

Detailed Metrics

Returns

Total Return

+32.77%

Annualized Return

+17.32%

Avg Monthly Return

+1.37%

Risk

Volatility (Annual)

+14.43%

Max Drawdown

+21.10%

Positive Months

64%

Average Drawdown

-3.6%

Risk-Adjusted

Sharpe Ratio

1.06

Risk-free rate: 2.0%

Sortino Ratio

0.98

Downside risk adjusted

Return/Volatility

1.20

Calmar Ratio

0.82

Return/Max Drawdown

Ulcer Index

5.03

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,276.91

Backtest Period

2024-11-04 to 2026-08-14
1.8 years

Rebalancing

none

Base Currency

EUR