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ABCD

Created byuser-xsvckd
Annual Rebalancing
EUR
Moderate Risk
Multi-currency
0.2yr backtest
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Performance Summary

Total Return+0.83%
Annualized Return+5.41%
Volatility+10.83%
Sharpe Ratio0.31
Max Drawdown+2.87%

Holdings

Asset Allocation

Asset Class

Equity 90.0%Precious Metals 10.0%
Holdings Details
Diversified global ETF portfolio with 70% equities, 10% gold, and momentum tilt for balanced long-term growth across world and Asia markets.
AssetTypeAllocationTER
VGLA.XETRA
Vanguard FTSE Global All-Cap UCITS ETF USD Acc • IE000VAHT5T0
ETF
50.0%0.07%
VXUS.LSE
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc • IE0009A5ADV9
ETF
20.0%0.12%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
15.0%0.25%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
10.0%0%
CEBL.XETRA
iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969
ETF
5.0%0.2%
Total100.0%0.11%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,082.55
Histogram of Monthly Returns
The portfolio had a positive return during 2 of the 3 months (67%)
Monthly Returns Heatmap
Best month: +1.4% • Worst month: -0.8% • Best year: 2026 (+0.8%) • Worst year: 2026 (+0.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-------+0.3%+1.4%-0.8%--+0.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +2.87% • The longest drawdown period lasted for 18 days and was between August 2026 and September 2026. It reached a trough of -2.4%.

Detailed Metrics

Returns
Total Return
+0.83%
Annualized Return
+5.41%
Avg Monthly Return
+0.28%
Risk
Volatility (Annual)
+10.83%
Max Drawdown
+2.87%
Positive Months
67%
Average Drawdown
-1.1%
Risk-Adjusted
Sharpe Ratio
0.31
Risk-free rate: 2.0%
Sortino Ratio
0.33
Downside risk adjusted
Return/Volatility
0.50
Calmar Ratio
1.89
Return/Max Drawdown
Ulcer Index
1.13
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,082.55
Backtest Period
2026-08-20 to 2026-10-16
0.2 years
Rebalancing
annual
Base Currency
EUR