None Rebalancing
USD
High Risk
16.1yr backtest
Analyse this portfolio

Performance Summary

Total Return+1584.64%
Annualized Return+19.19%
Volatility+20.07%
Sharpe Ratio0.86
Max Drawdown+35.17%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A focused ETF portfolio investing 100% in the Nasdaq 100, giving you exposure to top US technology stocks for long-term growth.
AssetTypeAllocationTER
CNDX.LSE
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
100.0%0.3%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $168,463.83
Histogram of Monthly Returns
The portfolio had a positive return during 124 of the 194 months (64%)
Monthly Returns Heatmap
Best month: +16.9% • Worst month: -12.1% • Best year: 2023 (+56.3%) • Worst year: 2022 (-33.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.0%-2.8%-6.5%+16.9%+11.3%-0.6%-6.9%+4.7%+4.2%-3.5%--+16.3%
2025+2.3%-5.2%-7.7%+1.5%+10.1%+6.4%+3.6%-0.0%+5.0%+5.4%-2.0%+0.3%+19.7%
2024+1.9%+4.1%+1.9%-3.3%+3.6%+8.8%-2.6%+0.3%+3.1%-0.2%+4.9%+1.8%+26.4%
2023+10.7%+0.4%+8.4%+0.6%+8.2%+6.7%+3.6%-1.2%-4.7%-3.2%+10.9%+6.6%+56.3%
2022-10.2%-3.0%+5.3%-12.1%-4.6%-8.3%+11.0%-3.5%-8.5%+1.2%+1.1%-5.7%-33.5%
2021+1.1%-0.5%+1.4%+5.8%-1.0%+6.1%+2.7%+4.3%-4.7%+6.1%+2.5%+1.7%+28.0%
2020+3.6%-7.4%-4.3%+12.6%+4.9%+7.1%+7.3%+10.9%-4.4%-3.4%+9.6%+6.0%+48.3%
2019+8.7%+3.1%+3.6%+5.1%-7.0%+6.7%+4.1%-3.9%+1.1%+4.3%+4.5%+3.5%+38.0%
2018+7.5%-0.2%-5.5%+2.1%+4.8%+1.4%+2.1%+5.9%-0.1%-8.8%-0.9%-7.8%-1.0%
2017+3.4%+5.0%+2.0%+2.7%+3.8%-2.1%+4.0%+1.6%-0.0%+4.7%+1.8%+1.8%+32.4%
2016-9.1%+0.9%+5.9%-4.0%+4.9%-2.8%+7.9%+0.8%+2.3%-1.2%+0.7%+1.8%+7.1%
2015-2.6%+6.7%-1.7%+1.9%+1.2%-2.3%+4.7%-5.7%-3.8%+12.3%-0.1%-0.5%+9.2%
2014-1.5%+5.7%-2.9%-0.9%+4.8%+3.4%+1.5%+4.4%-0.2%+2.0%+4.9%-1.3%+21.2%
2013+4.5%-0.6%+3.7%+1.3%+6.4%-3.4%+6.3%-0.5%+4.8%+5.5%+3.0%+2.3%+38.2%
2012+10.1%+6.5%+4.0%-0.0%-6.7%+1.5%-0.2%+7.3%+3.6%-7.1%+1.0%-2.5%+17.1%
2011+4.1%-0.5%+0.4%+4.2%-4.0%-0.3%+5.5%-12.0%+5.7%+5.8%-8.0%+2.6%+1.6%
2010--------+0.0%+7.6%+3.0%+3.8%+14.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +35.17% • The longest drawdown period lasted for 2 years and was between November 2021 and December 2023. It reached a trough of -35.2%.
When could this portfolio get you to financial independence?

CNDX returned +19.19% a year over the 16 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+1584.64%
Annualized Return
+19.19%
Avg Monthly Return
+1.59%
Risk
Volatility (Annual)
+20.07%
Max Drawdown
+35.17%
Positive Months
64%
Average Drawdown
-6.2%
Risk-Adjusted
Sharpe Ratio
0.86
Risk-free rate: 2.0%
Sortino Ratio
0.81
Downside risk adjusted
Return/Volatility
0.96
Calmar Ratio
0.55
Return/Max Drawdown
Ulcer Index
9.07
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$168,463.83
Backtest Period
2010-09-15 to 2026-10-16
16.1 years
Rebalancing
none
Base Currency
USD