HomePortfolios10y ETF portfolio

10y ETF portfolio

Created byuser-x1yoz2
None Rebalancing
EUR
Moderate Risk
Multi-currency
1.6yr backtest
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Performance Summary

Total Return+38.03%
Annualized Return+22.33%
Volatility+12.85%
Sharpe Ratio1.58
Max Drawdown+12.79%

Holdings

Asset Allocation

Asset Class

Equity 76.0%Commodities 10.0%Precious Metals 9.0%Bonds 5.0%
Holdings Details
A diversified ETF portfolio blending global equities, commodities, gold, and bonds for broad market exposure and balanced growth.
AssetTypeAllocationTER
SXR8.XETRA
iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087
ETF
20.0%0.07%
EUNK.XETRA
iShares Core MSCI Europe UCITS ETF EUR (Acc) • IE00B4K48X80
ETF
13.0%0.12%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
11.0%0.18%
EUDF.XETRA
WisdomTree Europe Defence UCITS ETF EUR Unhedged Acc • IE0002Y8CX98
ETF
10.0%0.4%
CMOD.LSE
Invesco Bloomberg Commodity UCITS ETF Acc • IE00BD6FTQ80
ETF
10.0%0.19%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
9.0%0.12%
EUNN.XETRA
iShares Core MSCI Japan IMI UCITS ETF • IE00B4L5YX21
ETF
7.0%0.12%
JEDI.XETRA
VanEck Space Innovators UCITS ETF • IE000YU9K6K2
ETF
5.0%0.55%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31
ETF
5.0%0.35%
EUNA.XETRA
iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35
ETF
5.0%0.1%
XDW0.XETRA
Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91
ETF
5.0%0.25%
Total100.0%0.19%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,802.9
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 20 months (75%)
Monthly Returns Heatmap
Best month: +7.2% • Worst month: -3.9% • Best year: 2025 (+18.5%) • Worst year: 2026 (+16.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+7.2%+2.7%-3.3%+5.4%+6.1%-3.9%-1.6%+2.8%+0.6%+0.1%--+16.5%
2025--+1.9%-3.1%+4.9%+1.1%+2.8%+0.9%+4.5%+3.5%-1.2%+2.1%+18.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.79% • The longest drawdown period lasted for 4 months and was between May 2026 and October 2026. It reached a trough of -6.6%.

Detailed Metrics

Returns
Total Return
+38.03%
Annualized Return
+22.33%
Avg Monthly Return
+1.67%
Risk
Volatility (Annual)
+12.85%
Max Drawdown
+12.79%
Positive Months
75%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
1.58
Risk-free rate: 2.0%
Sortino Ratio
1.52
Downside risk adjusted
Return/Volatility
1.74
Calmar Ratio
1.75
Return/Max Drawdown
Ulcer Index
2.77
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,802.9
Backtest Period
2025-03-11 to 2026-10-16
1.6 years
Rebalancing
none
Base Currency
EUR