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2Pakopa

Created byuser-ucdktg
Monthly Rebalancing
EUR
Moderate Risk
3.0yr backtest
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Performance Summary

Total Return+74.10%
Annualized Return+20.67%
Volatility+13.71%
Sharpe Ratio1.36
Max Drawdown+21.61%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity ESG portfolio of global ETFs, blending US, European, Japanese, and emerging market stocks for sustainable long-term growth.
AssetTypeAllocationTER
SGAS.XETRA
iShares MSCI USA Screened UCITS ETF USD (Acc) • IE00BFNM3G45
ETF
19.0%0.07%
ESGU.XETRA
Invesco MSCI USA Universal Screened UCITS ETF Acc • IE00BJQRDM08
ETF
17.0%0.09%
S6DW.XETRA
iShares MSCI World Screened UCITS ETF USD (Dist) • IE00BFNM3K80
ETF
15.0%0.2%
84X0.XETRA
iShares MSCI EM ex-China UCITS ETF USD (Acc) • IE00BMG6Z448
ETF
12.0%0.18%
SC0H.XETRA
Invesco MSCI USA UCITS ETF • IE00B60SX170
ETF
11.0%0.05%
SLMC.XETRA
iShares MSCI Europe Screened UCITS ETF EUR (Acc) • IE00BFNM3D14
ETF
8.0%0.12%
SXRG.XETRA
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) • IE00B3VWM098
ETF
6.0%0.43%
EJAH.XETRA
BNP Paribas Easy MSCI Japan Min TE UCITS ETF EUR Hedged • LU1481203070
ETF
5.0%0.15%
EEUX.XETRA
BNP Paribas Easy MSCI Europe Min TE UCITS ETF • LU1291099718
ETF
4.0%0.15%
D5BH.XETRA
Xtrackers MSCI Canada Screened UCITS ETF 1C • LU0476289540
ETF
3.0%0.35%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €17,410.36
Histogram of Monthly Returns
The portfolio had a positive return during 26 of the 36 months (72%)
Monthly Returns Heatmap
Best month: +9.8% • Worst month: -7.4% • Best year: 2024 (+24.4%) • Worst year: 2023 (+7.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.4%+2.2%-5.9%+9.8%+6.7%+2.3%-2.5%+2.5%+1.6%+0.0%--+18.6%
2025+4.2%-3.1%-7.4%-3.7%+6.3%+1.3%+4.5%-0.4%+2.9%+5.1%-0.3%+0.6%+9.7%
2024+3.0%+3.9%+3.7%-2.1%+1.1%+5.1%+0.5%-0.7%+1.1%+1.2%+6.8%-1.2%+24.4%
2023----------+2.9%+4.6%+7.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.61% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.6%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (15.0% of total allocation)

Total Dividends Received

€67.59

6 payments

Dividend Yield

0.17%

(annualized)

Avg Per Payment

€11.27

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€14.11
2025€20.94
2024€23.55
2023€8.98
Total€67.59

Detailed Metrics

Returns
Total Return
+74.10%
Annualized Return
+20.67%
Avg Monthly Return
+1.61%
Risk
Volatility (Annual)
+13.71%
Max Drawdown
+21.61%
Positive Months
72%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.36
Risk-free rate: 2.0%
Sortino Ratio
1.25
Downside risk adjusted
Return/Volatility
1.51
Calmar Ratio
0.96
Return/Max Drawdown
Ulcer Index
4.17
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€17,410.36
Backtest Period
2023-11-03 to 2026-10-16
3.0 years
Rebalancing
monthly
Base Currency
EUR