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Kaiser Butterfly

Created byuser-a1qdsa
Annual Rebalancing
EUR
Moderate Risk
1.5yr backtest
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Performance Summary

Total Return+29.84%
Annualized Return+18.46%
Volatility+10.51%
Sharpe Ratio1.57
Max Drawdown+8.33%

Holdings

Asset Allocation

Asset Class

Equity 66.6%Precious Metals 20.9%Bonds 12.5%
Holdings Details
Diversified ETF portfolio blending global stocks, gold, and bonds for a balanced, all-weather investment strategy across multiple asset classes.
AssetTypeAllocationTER
NTSG.XETRA
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc • IE00077IIPQ8
ETF
20.9%0.25%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
20.9%0.12%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
16.7%0.75%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
16.7%0.39%
LYQ6.XETRA
Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385
ETF
12.5%0.15%
IS3R.XETRA
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825
ETF
4.1%0.25%
IS3N.XETRA
iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66
ETF
4.1%0.18%
XDEV.XETRA
Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42
ETF
4.1%0.25%
Total100.0%0.31%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,984.25
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 19 months (79%)
Monthly Returns Heatmap
Best month: +4.7% • Worst month: -5.3% • Best year: 2025 (+14.9%) • Worst year: 2026 (+13.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.6%+4.6%-5.3%+3.4%+3.1%+0.1%-1.0%+1.9%+0.2%+1.1%--+13.0%
2025----2.9%+3.1%-0.9%+2.9%+0.9%+4.1%+4.7%+1.5%+0.9%+14.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.33% • The longest drawdown period lasted for 2 months and was between March 2026 and May 2026. It reached a trough of -7.8%.

Detailed Metrics

Returns
Total Return
+29.84%
Annualized Return
+18.46%
Avg Monthly Return
+1.42%
Risk
Volatility (Annual)
+10.51%
Max Drawdown
+8.33%
Positive Months
79%
Average Drawdown
-1.5%
Risk-Adjusted
Sharpe Ratio
1.57
Risk-free rate: 2.0%
Sortino Ratio
1.47
Downside risk adjusted
Return/Volatility
1.76
Calmar Ratio
2.22
Return/Max Drawdown
Ulcer Index
1.95
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,984.25
Backtest Period
2025-04-01 to 2026-10-16
1.5 years
Rebalancing
annual
Base Currency
EUR