HomePortfoliosCaesar Safe

Caesar Safe

Created byuser-a1qdsa
Annual Rebalancing
EUR
Moderate Risk
1.5yr backtest
Analyse this portfolio
CompareFIRE

Performance Summary

Total Return+32.58%
Annualized Return+20.08%
Volatility+10.88%
Sharpe Ratio1.66
Max Drawdown+8.88%

Holdings

Asset Allocation

Asset Class

Equity 70.4%Precious Metals 17.7%Bonds 11.9%
Holdings Details
Diversified ETF portfolio blending global stocks, gold, and bonds for robust growth across major markets and asset classes.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
20.0%0.19%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
17.7%0.39%
XAD5.XETRA
Xtrackers Physical Gold ETC (EUR) EUR • DE000A1E0HR8
ETC
17.7%0.25%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
17.7%0.75%
LYQ6.XETRA
Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385
ETF
11.9%0.15%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
5.0%0.25%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
5.0%0.18%
IS3S.XETRA
iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59
ETF
5.0%0.25%
Total100.0%0.34%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,258.18
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 19 months (79%)
Monthly Returns Heatmap
Best month: +4.9% • Worst month: -5.2% • Best year: 2026 (+15.5%) • Worst year: 2025 (+14.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.9%+4.5%-5.2%+4.2%+3.7%+0.1%-1.5%+2.5%+0.8%+1.0%--+15.5%
2025----3.3%+3.5%-0.8%+3.1%+0.9%+4.0%+4.3%+1.3%+1.1%+14.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.88% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -7.3%.

Detailed Metrics

Returns
Total Return
+32.58%
Annualized Return
+20.08%
Avg Monthly Return
+1.53%
Risk
Volatility (Annual)
+10.88%
Max Drawdown
+8.88%
Positive Months
79%
Average Drawdown
-1.5%
Risk-Adjusted
Sharpe Ratio
1.66
Risk-free rate: 2.0%
Sortino Ratio
1.57
Downside risk adjusted
Return/Volatility
1.85
Calmar Ratio
2.26
Return/Max Drawdown
Ulcer Index
1.94
Drawdown depth & duration
Martin Ratio
0.09
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,258.18
Backtest Period
2025-04-01 to 2026-10-16
1.5 years
Rebalancing
annual
Base Currency
EUR