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Energy

Created byuser-yqgol5
None Rebalancing
EUR
High Risk
1.1yr backtest
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Performance Summary

Total Return+34.63%
Annualized Return+30.76%
Volatility+31.11%
Sharpe Ratio0.92
Max Drawdown+30.45%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Focused equity portfolio of European grid infrastructure leaders Prysmian, NKT, and PFISTERER powering the global energy transition.
AssetTypeAllocationTER
AEU.XETRA
Prysmian S.p.A. • IT0004176001
STOCK
40.0%0%
NKT.F
NKT A/S • DK0010287663
STOCK
35.0%0%
PFSE.XETRA
PFISTERER Holding SE • DE000PFSE212
STOCK
25.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,463.49
Histogram of Monthly Returns
The portfolio had a positive return during 8 of the 14 months (57%)
Monthly Returns Heatmap
Best month: +30.0% • Worst month: -14.7% • Best year: 2025 (+24.0%) • Worst year: 2026 (+8.6%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+7.0%+0.3%-3.1%+30.0%+10.5%-5.7%-14.7%-0.1%-1.6%-8.1%--+8.6%
2025--------+11.3%+8.9%+0.4%+1.8%+24.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +30.45% • The longest drawdown period lasted for 5 months and was between May 2026 and October 2026. It reached a trough of -30.5%.

Detailed Metrics

Returns
Total Return
+34.63%
Annualized Return
+30.76%
Avg Monthly Return
+2.64%
Risk
Volatility (Annual)
+31.11%
Max Drawdown
+30.45%
Positive Months
57%
Average Drawdown
-9.3%
Risk-Adjusted
Sharpe Ratio
0.92
Risk-free rate: 2.0%
Sortino Ratio
0.90
Downside risk adjusted
Return/Volatility
0.99
Calmar Ratio
1.01
Return/Max Drawdown
Ulcer Index
11.67
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,463.49
Backtest Period
2025-09-05 to 2026-10-15
1.1 years
Rebalancing
none
Base Currency
EUR