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Bror

Created byuser-c3glzx
None Rebalancing
EUR
Moderate Risk
Multi-currency
2.3yr backtest
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Performance Summary

Total Return+40.29%
Annualized Return+15.82%
Volatility+14.37%
Sharpe Ratio0.96
Max Drawdown+20.75%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with 80% world ETF and 20% emerging markets ETF for a diversified, long-term growth investment strategy.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
80.0%0.07%
EIMI.LSE
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66
ETF
20.0%0.18%
Total100.0%0.09%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,028.62
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 29 months (66%)
Monthly Returns Heatmap
Best month: +9.7% • Worst month: -6.5% • Best year: 2026 (+17.7%) • Worst year: 2024 (+7.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.9%+2.7%-6.3%+9.7%+6.5%+1.4%-2.8%+3.0%+1.8%-0.6%--+17.7%
2025+3.8%-1.9%-6.5%-3.9%+5.9%+1.3%+4.6%-0.0%+3.4%+4.8%-0.7%+0.6%+11.1%
2024-----+0.7%+0.1%-0.9%+2.4%+0.3%+5.4%-0.7%+7.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.75% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -20.8%.

Detailed Metrics

Returns
Total Return
+40.29%
Annualized Return
+15.82%
Avg Monthly Return
+1.24%
Risk
Volatility (Annual)
+14.37%
Max Drawdown
+20.75%
Positive Months
66%
Average Drawdown
-3.2%
Risk-Adjusted
Sharpe Ratio
0.96
Risk-free rate: 2.0%
Sortino Ratio
0.89
Downside risk adjusted
Return/Volatility
1.10
Calmar Ratio
0.76
Return/Max Drawdown
Ulcer Index
4.33
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,028.62
Backtest Period
2024-06-26 to 2026-10-16
2.3 years
Rebalancing
none
Base Currency
EUR