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Paul

Created byuser-jzjjyd
None Rebalancing
EUR
Moderate Risk
1.6yr backtest
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Performance Summary

Total Return+37.50%
Annualized Return+22.04%
Volatility+14.56%
Sharpe Ratio1.38
Max Drawdown+15.31%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity ETF portfolio diversified across US, developed, and emerging markets for long-term growth potential.
AssetTypeAllocationTER
DCAM.PA
Amundi PEA Monde (MSCI World) UCITS ETF Acc • FR001400U5Q4
ETF
61.4%0.2%
PAEEM.PA
Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020
ETF
19.4%0.3%
PSP5.PA
Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128
ETF
19.2%0.12%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,750.16
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 20 months (70%)
Monthly Returns Heatmap
Best month: +9.3% • Worst month: -5.6% • Best year: 2026 (+18.1%) • Worst year: 2025 (+16.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.5%+2.0%-5.6%+9.3%+6.5%+1.5%-2.2%+2.5%+2.2%-0.1%--+18.1%
2025--+0.9%-4.2%+5.9%+1.5%+4.9%-0.5%+3.4%+4.6%-0.9%+0.3%+16.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.31% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -3.8%.

Detailed Metrics

Returns
Total Return
+37.50%
Annualized Return
+22.04%
Avg Monthly Return
+1.66%
Risk
Volatility (Annual)
+14.56%
Max Drawdown
+15.31%
Positive Months
70%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
1.38
Risk-free rate: 2.0%
Sortino Ratio
1.27
Downside risk adjusted
Return/Volatility
1.51
Calmar Ratio
1.44
Return/Max Drawdown
Ulcer Index
2.82
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,750.16
Backtest Period
2025-03-11 to 2026-10-16
1.6 years
Rebalancing
none
Base Currency
EUR