NASAQ-100

Nasdaq-100

None Rebalancing
EUR
Moderate Risk
5.5yr backtest
Analyse this portfolio

Performance Summary

Total Return+133.24%
Annualized Return+16.63%
Volatility+19.70%
Sharpe Ratio0.74
Max Drawdown+31.17%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in 100% Invesco Nasdaq-100 ETF for targeted growth in top US tech and innovative companies through this streamlined portfolio
AssetTypeAllocationTER
EQQX.XETRA
Invesco Nasdaq-100 Swap UCITS ETF Acc • IE00BNRQM384
ETF
100.0%0.2%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €23,324.37
Histogram of Monthly Returns
The portfolio had a positive return during 38 of the 67 months (57%)
Monthly Returns Heatmap
Best month: +14.8% • Worst month: -11.1% • Best year: 2023 (+51.6%) • Worst year: 2022 (-29.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.3%-2.4%-4.0%+14.8%+11.8%+1.6%-7.5%+3.5%+6.7%-2.5%--+21.3%
2025+3.0%-5.3%-11.1%-3.2%+10.0%+2.7%+6.3%-2.2%+4.7%+7.2%-2.6%-0.7%+7.1%
2024+3.9%+4.5%+1.9%-2.3%+2.1%+10.1%-3.6%-1.7%+2.3%+2.5%+7.9%+2.7%+33.9%
2023+9.1%+2.8%+5.9%-1.0%+12.1%+4.1%+2.8%+0.4%-2.2%-3.2%+7.4%+5.2%+51.6%
2022-9.8%-3.2%+6.6%-7.4%-6.3%-6.3%+14.2%-2.3%-6.3%+0.6%-3.0%-9.2%-29.9%
2021----0.5%-3.1%+9.9%+2.5%+5.0%-3.2%+6.7%+5.1%+1.9%+26.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +31.17% • The longest drawdown period lasted for 1 year and 11 months and was between November 2021 and November 2023. It reached a trough of -31.2%.
When could this portfolio get you to financial independence?

NASAQ-100 returned +16.63% a year over the 6 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
+133.24%
Annualized Return
+16.63%
Avg Monthly Return
+1.44%
Risk
Volatility (Annual)
+19.70%
Max Drawdown
+31.17%
Positive Months
57%
Average Drawdown
-8.6%
Risk-Adjusted
Sharpe Ratio
0.74
Risk-free rate: 2.0%
Sortino Ratio
0.71
Downside risk adjusted
Return/Volatility
0.84
Calmar Ratio
0.53
Return/Max Drawdown
Ulcer Index
11.10
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€23,324.37
Backtest Period
2021-04-14 to 2026-10-16
5.5 years
Rebalancing
none
Base Currency
EUR