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Kids new

Created byuser-8nt83w
None Rebalancing
EUR
Moderate Risk
3.0yr backtest
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Performance Summary

Total Return+111.08%
Annualized Return+28.68%
Volatility+16.22%
Sharpe Ratio1.65
Max Drawdown+19.05%

Holdings

Asset Allocation

Asset Class

Equity 91.0%Commodities 9.0%
Holdings Details
Diversified global ETF portfolio targeting ESG, momentum, semiconductors, emerging markets, commodities, and clean energy themes for growth.
AssetTypeAllocationTER
XZW0.XETRA
Xtrackers MSCI World ESG UCITS ETF 1C • IE00BZ02LR44
ETF
29.0%0.2%
CEMR.XETRA
iShares Edge MSCI Europe Momentum Factor UCITS ETF • IE00BQN1K786
ETF
17.0%0.25%
LSMC.XETRA
Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033
ETF
14.0%0.35%
EUNI.XETRA
iShares MSCI Emerging Market Small Cap UCITS • IE00B3F81G20
ETF
13.0%0.74%
DFEN.XETRA
VanEck Defense UCITS ETF A • IE000YYE6WK5
ETF
13.0%0.55%
ETL2.XETRA
L&G Longer Dated All Commodities UCITS ETF • IE00B4WPHX27
ETF
9.0%0.3%
XEMC.XETRA
Xtrackers MSCI Emerging Markets Climate Transition UCITS ETF 1C • IE000DNSAS54
ETF
2.0%0.16%
RENW.XETRA
L&G Clean Energy UCITS ETF • IE00BK5BCH80
ETF
1.5%0.49%
LOGS.XETRA
Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Acc • LU1834988278
ETF
1.5%0.3%
Total100.0%0.36%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €21,108.15
Histogram of Monthly Returns
The portfolio had a positive return during 26 of the 37 months (70%)
Monthly Returns Heatmap
Best month: +11.5% • Worst month: -5.4% • Best year: 2024 (+30.3%) • Worst year: 2023 (+10.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.9%+0.5%-5.4%+11.5%+7.4%+0.3%-5.4%+3.5%+2.8%-2.3%--+20.1%
2025+3.4%-1.6%-5.2%-0.7%+8.3%+3.3%+4.6%-1.2%+5.9%+5.3%-3.0%+1.8%+22.2%
2024+3.8%+6.6%+4.8%-1.1%+3.2%+4.7%-1.9%-0.3%+1.2%+1.5%+4.3%+0.4%+30.3%
2023---------+0.5%+6.3%+3.3%+10.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +19.05% • The longest drawdown period lasted for 4 months and was between February 2025 and June 2025. It reached a trough of -19.1%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (13.0% of total allocation)

Total Dividends Received

€55.89

4 payments

Dividend Yield

0.12%

(annualized)

Avg Per Payment

€13.97

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
2025€29.49
2024€26.39
Total€55.89

Detailed Metrics

Returns
Total Return
+111.08%
Annualized Return
+28.68%
Avg Monthly Return
+2.11%
Risk
Volatility (Annual)
+16.22%
Max Drawdown
+19.05%
Positive Months
70%
Average Drawdown
-2.8%
Risk-Adjusted
Sharpe Ratio
1.65
Risk-free rate: 2.0%
Sortino Ratio
1.54
Downside risk adjusted
Return/Volatility
1.77
Calmar Ratio
1.51
Return/Max Drawdown
Ulcer Index
3.56
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€21,108.15
Backtest Period
2023-10-30 to 2026-10-16
3.0 years
Rebalancing
none
Base Currency
EUR