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Adolfo

Created byuser-rboxmq

None Rebalancing

EUR

High Risk

Multi-currency

2.2yr backtest

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Performance Summary

Total Return+98.29%

Annualized Return+36.27%

Volatility+21.67%

Sharpe Ratio1.58

Max Drawdown+21.73%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Diversified 100% equity ETF portfolio spanning global value, semiconductors, Asian markets and European banks for long-term growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42	IE00BL25JM42	Acc	ETF	20.0%	0.25%
HSWD.LSE HSBC Developed World Screened Equity UCITS ETF USD • IE00BKY59K37	IE00BKY59K37	Acc	ETF	17.5%	0.18%
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9	IE000I8KRLL9	Acc	ETF	17.5%	0.35%
LBNK.XETRA Amundi STOXX Europe 600 Banks UCITS ETF Acc • LU1834983477	LU1834983477	Acc	ETF	12.5%	0.3%
FLXK.XETRA Franklin FTSE Korea UCITS ETF • IE00BHZRR030	IE00BHZRR030	Acc	ETF	12.5%	0.09%
FLXT.XETRA Franklin FTSE Taiwan UCITS ETF EUR • IE000CM02H85	IE000CM02H85	Acc	ETF	10.0%	0.19%
FLXJ.XETRA Franklin FTSE Japan UCITS ETF (Acc) • IE000D0T0BO1	IE000D0T0BO1	Acc	ETF	10.0%	0.09%
Total		Total			100.0%	0.22%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €19,829.49

Show individual assets

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 28 months (64%)

Monthly Returns Heatmap

Best month: +20.3% • Worst month: -10.3% • Best year: 2026 (+45.3%) • Worst year: 2024 (+2.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+9.6%	+6.7%	-10.1%	+20.3%	+17.9%	+5.5%	-10.3%	+4.9%	+5.2%	-6.6%	-	-	+45.3%
2025	+4.7%	+0.5%	-6.3%	-3.1%	+7.7%	+3.8%	+4.1%	+0.9%	+5.9%	+9.0%	-0.8%	+4.2%	+33.8%
2024	-	-	-	-	-	-	+2.2%	-2.1%	-0.1%	-0.9%	+3.0%	-0.1%	+2.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.73% • The longest drawdown period lasted for 4 months and was between February 2025 and July 2025. It reached a trough of -21.7%.

Detailed Metrics

Returns

Total Return

+98.29%

Annualized Return

+36.27%

Avg Monthly Return

+2.70%

Risk

Volatility (Annual)

+21.67%

Max Drawdown

+21.73%

Positive Months

64%

Average Drawdown

-4.1%

Risk-Adjusted

Sharpe Ratio

1.58

Risk-free rate: 2.0%

Sortino Ratio

1.52

Downside risk adjusted

Return/Volatility

1.67

Calmar Ratio

1.67

Return/Max Drawdown

Ulcer Index

5.12

Drawdown depth & duration

Martin Ratio

0.07

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€19,829.49

Backtest Period

2024-07-30 to 2026-10-16
2.2 years

Rebalancing

none

Base Currency

EUR