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WRDA

Created byuser-nrr4as

Annual Rebalancing

GBP

Moderate Risk

2.4yr backtest

Performance Summary

Total Return+48.55%

Annualized Return+17.88%

Volatility+12.34%

Sharpe Ratio1.29

Max Drawdown+18.38%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A 100% global equity portfolio built around a core MSCI World ETF for diversified, long-term growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WRDA.LSE UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59	IE00BD4TXV59	Acc	ETF	100.0%	0.06%
Total		Total			100.0%	0.06%

Performance

Portfolio Value Over Time

Starting with £10,000 investment → now worth £14,855.42

Histogram of Monthly Returns

The portfolio had a positive return during 16 of the 29 months (55%)

Monthly Returns Heatmap

Best month: +7.1% • Worst month: -6.7% • Best year: 2024 (+20.0%) • Worst year: 2026 (+9.7%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	-0.3%	+2.7%	-5.3%	+7.1%	+5.8%	-0.1%	-	-	-	-	-	-	+9.7%
2025	+4.7%	-3.8%	-6.7%	-2.4%	+5.7%	+2.5%	+5.7%	-0.1%	+3.3%	+5.0%	-0.6%	-0.2%	+12.8%
2024	-	+4.8%	+3.5%	-2.3%	+1.3%	+4.3%	-0.4%	-0.3%	+0.2%	+2.6%	+5.7%	-0.6%	+20.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +18.38% • The longest drawdown period lasted for 6 months and was between January 2025 and July 2025. It reached a trough of -18.4%.

Detailed Metrics

Returns

Total Return

+48.55%

Annualized Return

+17.88%

Avg Monthly Return

+1.43%

Risk

Volatility (Annual)

+12.34%

Max Drawdown

+18.38%

Positive Months

55%

Average Drawdown

-2.7%

Risk-Adjusted

Sharpe Ratio

1.29

Risk-free rate: 2.0%

Sortino Ratio

1.22

Downside risk adjusted

Return/Volatility

1.45

Calmar Ratio

0.97

Return/Max Drawdown

Ulcer Index

3.94

Drawdown depth & duration

Martin Ratio

0.04

Return/Ulcer Index

Backtest Configuration

Initial Investment

£10,000

Final Value

£14,855.42

Backtest Period

2024-02-01 to 2026-06-29
2.4 years

Rebalancing

annual

Base Currency

GBP