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Phase 2 test

Created byuser-c3glzx
None Rebalancing
EUR
High Risk
1.4yr backtest
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Performance Summary

Total Return+108.37%
Annualized Return+69.53%
Volatility+30.68%
Sharpe Ratio2.20
Max Drawdown+19.98%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity tech portfolio with global semiconductor, US IT, and quantum computing ETFs for targeted growth exposure.
AssetTypeAllocationTER
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
60.0%0.35%
QDVE.XETRA
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14
ETF
25.0%0.15%
QUTM.XETRA
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
15.0%0.55%
Total100.0%0.33%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €20,836.8
Histogram of Monthly Returns
The portfolio had a positive return during 11 of the 18 months (61%)
Monthly Returns Heatmap
Best month: +30.7% • Worst month: -15.6% • Best year: 2026 (+52.1%) • Worst year: 2025 (+37.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+9.1%-1.5%-7.1%+30.7%+23.0%+9.6%-15.6%+1.5%+11.5%-9.4%--+52.1%
2025-----0.9%+8.9%+6.3%-1.9%+10.7%+13.4%-4.9%+1.8%+37.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +19.98% • The longest drawdown period lasted for 3 months and was between June 2026 and October 2026. It reached a trough of -20.0%.

Detailed Metrics

Returns
Total Return
+108.37%
Annualized Return
+69.53%
Avg Monthly Return
+4.74%
Risk
Volatility (Annual)
+30.68%
Max Drawdown
+19.98%
Positive Months
61%
Average Drawdown
-5.3%
Risk-Adjusted
Sharpe Ratio
2.20
Risk-free rate: 2.0%
Sortino Ratio
2.12
Downside risk adjusted
Return/Volatility
2.27
Calmar Ratio
3.48
Return/Max Drawdown
Ulcer Index
6.11
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€20,836.8
Backtest Period
2025-05-26 to 2026-10-16
1.4 years
Rebalancing
none
Base Currency
EUR