HomePortfoliosCartera Pasiva Sandra

Cartera Pasiva Sandra

Created byuser-xsti8r
Annual Rebalancing
EUR
Moderate Risk
1.1yr backtest
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Performance Summary

Total Return+30.18%
Annualized Return+25.84%
Volatility+10.42%
Sharpe Ratio2.29
Max Drawdown+6.24%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
100% equity portfolio blending global, US, Nasdaq 100, industrials, and emerging markets funds for diversified long-term growth.
AssetTypeAllocationTER
IE00B03HD191
Vanguard Global Stock Index Fund EUR Acc • IE00B03HD191
FUND
32.0%0.18%
IE000N4ZYX28
iShares US Index Fund (IE) S Acc EUR • IE000N4ZYX28
FUND
21.0%0.07%
ES0165265002
Myinvestor Nasdaq 100 FI • ES0165265002
FUND
16.0%0.3%
LU0114722902
Fidelity Global Industrials A-EUR • LU0114722902
FUND
16.0%1.91%
IE0031786696
Vanguard Emerging Markets Stock Index Fund EUR Acc • IE0031786696
FUND
15.0%0.08%
Total100.0%0.44%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,017.5
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 15 months (73%)
Monthly Returns Heatmap
Best month: +8.9% • Worst month: -4.8% • Best year: 2026 (+21.6%) • Worst year: 2025 (+7.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.2%+2.7%-4.8%+8.9%+6.5%+1.1%-1.9%+2.2%+1.6%+1.8%--+21.6%
2025-------+0.3%+3.4%+4.4%-1.0%-0.1%+7.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.24% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -3.9%.

Detailed Metrics

Returns
Total Return
+30.18%
Annualized Return
+25.84%
Avg Monthly Return
+1.82%
Risk
Volatility (Annual)
+10.42%
Max Drawdown
+6.24%
Positive Months
73%
Average Drawdown
-1.6%
Risk-Adjusted
Sharpe Ratio
2.29
Risk-free rate: 2.0%
Sortino Ratio
2.18
Downside risk adjusted
Return/Volatility
2.48
Calmar Ratio
4.14
Return/Max Drawdown
Ulcer Index
1.73
Drawdown depth & duration
Martin Ratio
0.14
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,017.5
Backtest Period
2025-08-21 to 2026-10-14
1.1 years
Rebalancing
annual
Base Currency
EUR