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ETF of ETFs

Created byuser-jb9a33
None Rebalancing
EUR
Low Risk
0.7yr backtest
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Performance Summary

Total Return+7.30%
Annualized Return+10.36%
Volatility+7.68%
Sharpe Ratio1.09
Max Drawdown+5.12%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified multi-asset ETF portfolio blending global equity funds with balanced allocation strategies for steady, all-weather long-term growth.
AssetTypeAllocationTER
V60A.XETRA
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating • IE00BMVB5P51
ETF
15.0%0.25%
MODR.XETRA
iShares Moderate Portfolio UCITS ETF EUR (Acc) • IE00BLLZQS08
ETF
15.0%0.25%
F701.XETRA
Amundi Multi-Asset Portfolio UCITS ETF Dist • DE000ETF7011
ETF
15.0%0.41%
XQUI.XETRA
Xtrackers Portfolio UCITS ETF 1C • LU0397221945
ETF
15.0%0.7%
NTM.AS
VanEck Multi-Asset Balanced Allocation UCITS ETF • NL0009272772
ETF
15.0%0.3%
JMAM.XETRA
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc) • IE000TWAN2K7
ETF
15.0%0.35%
ODBA.XETRA
ODDO BHF Global Balanced Allocation Active UCITS ETF C • IE000V0Q8BV4
ETF
10.0%0.3%
Total100.0%0.37%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,730.04
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 10 months (60%)
Monthly Returns Heatmap
Best month: +5.4% • Worst month: -4.4% • Best year: 2026 (+7.3%) • Worst year: 2026 (+7.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.1%+2.0%-4.4%+5.4%+4.1%+0.3%-1.1%+1.3%-0.1%+0.1%--+7.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.12% • The longest drawdown period lasted for 2 months and was between August 2026 and October 2026. It reached a trough of -2.2%.

Dividend Income

Summary
This portfolio contains 2 distributing ETFs (30.0% of total allocation)

Total Dividends Received

€30.75

3 payments

Dividend Yield

0.41%

(annualized)

Avg Per Payment

€10.25

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2026€30.75
Total€30.75

Detailed Metrics

Returns
Total Return
+7.30%
Annualized Return
+10.36%
Avg Monthly Return
+0.74%
Risk
Volatility (Annual)
+7.68%
Max Drawdown
+5.12%
Positive Months
60%
Average Drawdown
-1.2%
Risk-Adjusted
Sharpe Ratio
1.09
Risk-free rate: 2.0%
Sortino Ratio
1.16
Downside risk adjusted
Return/Volatility
1.35
Calmar Ratio
2.02
Return/Max Drawdown
Ulcer Index
1.46
Drawdown depth & duration
Martin Ratio
0.06
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,730.04
Backtest Period
2026-01-28 to 2026-10-16
0.7 years
Rebalancing
none
Base Currency
EUR