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World+EM

Created byuser-x2ebcn

None Rebalancing

EUR

Moderate Risk

1.5yr backtest

Performance Summary

Total Return+28.02%

Annualized Return+17.35%

Volatility+15.29%

Sharpe Ratio1.00

Max Drawdown+21.36%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Global equity ETF portfolio with 90% MSCI World and 10% emerging markets for diversified, long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
MWRE.XETRA Amundi Core MSCI World UCITS ETF Acc • IE000BI8OT95	IE000BI8OT95	Acc	ETF	90.0%	0.12%
EUNM.XETRA iShares MSCI EM UCITS ETF (Acc) • IE00B4L5YC18	IE00B4L5YC18	Acc	ETF	10.0%	0.18%
Total		Total			100.0%	0.13%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,802.19

Histogram of Monthly Returns

The portfolio had a positive return during 12 of the 19 months (63%)

Monthly Returns Heatmap

Best month: +8.8% • Worst month: -7.3% • Best year: 2026 (+11.2%) • Worst year: 2024 (+5.6%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.1%	+1.6%	-5.3%	+8.8%	+5.1%	-	-	-	-	-	-	-	+11.2%
2025	+4.3%	-2.5%	-7.3%	-4.0%	+6.3%	+1.1%	+4.8%	-0.4%	+2.9%	+4.5%	-0.5%	+0.4%	+9.0%
2024	-	-	-	-	-	-	-	-	-	-	+6.8%	-1.1%	+5.6%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.36% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.4%.

Detailed Metrics

Returns

Total Return

+28.02%

Annualized Return

+17.35%

Avg Monthly Return

+1.40%

Risk

Volatility (Annual)

+15.29%

Max Drawdown

+21.36%

Positive Months

63%

Average Drawdown

-4.1%

Risk-Adjusted

Sharpe Ratio

1.00

Risk-free rate: 2.0%

Sortino Ratio

0.93

Downside risk adjusted

Return/Volatility

1.13

Calmar Ratio

0.81

Return/Max Drawdown

Ulcer Index

5.52

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,802.19

Backtest Period

2024-11-04 to 2026-05-22
1.5 years

Rebalancing

none

Base Currency

EUR