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ABC

Created byuser-xsvckd
Annual Rebalancing
EUR
Moderate Risk
2.0yr backtest
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Performance Summary

Total Return+47.42%
Annualized Return+21.15%
Volatility+15.44%
Sharpe Ratio1.24
Max Drawdown+21.43%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%
Holdings Details
Diversified ETF portfolio with 90% global and tech equities plus 10% gold, offering growth potential across world, US, and emerging markets.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
50.0%0.07%
ANAV.XETRA
AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00
ETF
20.0%0.14%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
10.0%0%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
5.0%0.15%
SMH.PA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
5.0%0.35%
ISPY.AS
L&G Cyber Security UCITS ETF • IE00BYPLS672
ETF
5.0%0.69%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
5.0%0.18%
Total100.0%0.13%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,742.09
Histogram of Monthly Returns
The portfolio had a positive return during 17 of the 25 months (68%)
Monthly Returns Heatmap
Best month: +10.8% • Worst month: -7.2% • Best year: 2026 (+21.3%) • Worst year: 2024 (+6.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.3%+0.9%-5.3%+10.8%+9.5%+1.7%-4.7%+3.6%+3.9%-1.8%--+21.3%
2025+3.9%-2.8%-7.2%-3.1%+6.8%+1.7%+4.9%-0.7%+5.0%+6.0%-0.9%+0.5%+13.9%
2024---------+0.1%+6.0%+0.6%+6.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.43% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -21.4%.

Detailed Metrics

Returns
Total Return
+47.42%
Annualized Return
+21.15%
Avg Monthly Return
+1.66%
Risk
Volatility (Annual)
+15.44%
Max Drawdown
+21.43%
Positive Months
68%
Average Drawdown
-3.6%
Risk-Adjusted
Sharpe Ratio
1.24
Risk-free rate: 2.0%
Sortino Ratio
1.19
Downside risk adjusted
Return/Volatility
1.37
Calmar Ratio
0.99
Return/Max Drawdown
Ulcer Index
4.96
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,742.09
Backtest Period
2024-10-07 to 2026-10-16
2.0 years
Rebalancing
annual
Base Currency
EUR