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2222 B

Created byuser-xsvckd
None Rebalancing
EUR
Moderate Risk
0.2yr backtest
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Performance Summary

Total Return+3.20%
Annualized Return+22.36%
Volatility+14.04%
Sharpe Ratio1.45
Max Drawdown+6.00%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Growth-focused ETF portfolio with 100% equities: global all-cap, Nasdaq 100 tech, cyber security, semiconductors, momentum, and EM Asia exposure.
AssetTypeAllocationTER
VGLA.XETRA
Vanguard FTSE Global All-Cap UCITS ETF USD Acc • IE000VAHT5T0
ETF
35.0%0.07%
ANAV.XETRA
AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00
ETF
35.0%0.14%
USPY.XETRA
L&G Cyber Security UCITS ETF • IE00BYPLS672
ETF
10.0%0.69%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
10.0%0.35%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
5.0%0.25%
CEBL.XETRA
iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969
ETF
5.0%0.2%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,319.92
Histogram of Monthly Returns
The portfolio had a positive return during 2 of the 3 months (67%)
Monthly Returns Heatmap
Best month: +5.5% • Worst month: -3.0% • Best year: 2026 (+3.2%) • Worst year: 2026 (+3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-------+0.9%+5.5%-3.0%--+3.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.00% • The longest drawdown period lasted for 16 days and was between August 2026 and September 2026. It reached a trough of -2.0%.

Detailed Metrics

Returns
Total Return
+3.20%
Annualized Return
+22.36%
Avg Monthly Return
+1.11%
Risk
Volatility (Annual)
+14.04%
Max Drawdown
+6.00%
Positive Months
67%
Average Drawdown
-1.4%
Risk-Adjusted
Sharpe Ratio
1.45
Risk-free rate: 2.0%
Sortino Ratio
1.54
Downside risk adjusted
Return/Volatility
1.59
Calmar Ratio
3.73
Return/Max Drawdown
Ulcer Index
1.59
Drawdown depth & duration
Martin Ratio
0.13
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,319.92
Backtest Period
2026-08-20 to 2026-10-16
0.2 years
Rebalancing
none
Base Currency
EUR