HomePortfoliosRürup 1 - Low tech exposure

Rürup 1 - Low tech exposure

Rürup 1 - Low tech exposure

Created byuser-ad20cr
None Rebalancing
EUR
Moderate Risk
1.0yr backtest
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Performance Summary

Total Return+21.88%
Annualized Return+20.82%
Volatility+15.59%
Sharpe Ratio1.21
Max Drawdown+11.34%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio blending global ESG equities, US stocks, and European markets with focused technology and automation themes.
AssetTypeAllocationTER
CEMN.XETRA
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) • IE000R3K9FF7
ETF
35.0%0.23%
2B76.XETRA
iShares Automation & Robotics UCITS ETF • IE00BYZK4552
ETF
25.0%0.4%
XZMU.XETRA
Xtrackers MSCI USA ESG UCITS ETF 1C • IE00BFMNPS42
ETF
20.0%0.15%
DGTL.AS
iShares Digitalisation UCITS ETF • IE00BYZK4883
ETF
10.0%0.4%
EUNK.XETRA
iShares Core MSCI Europe UCITS ETF EUR (Acc) • IE00B4K48X80
ETF
10.0%0.12%
Total100.0%0.26%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,187.56
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 14 months (64%)
Monthly Returns Heatmap
Best month: +12.7% • Worst month: -7.1% • Best year: 2026 (+17.9%) • Worst year: 2025 (+3.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.4%-0.2%-7.1%+12.7%+7.3%+2.4%-2.4%+3.7%+1.2%-0.1%--+17.9%
2025--------+0.1%+4.6%-2.0%+0.8%+3.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +11.34% • The longest drawdown period lasted for 5 months and was between October 2025 and April 2026. It reached a trough of -11.3%.

Detailed Metrics

Returns
Total Return
+21.88%
Annualized Return
+20.82%
Avg Monthly Return
+1.52%
Risk
Volatility (Annual)
+15.59%
Max Drawdown
+11.34%
Positive Months
64%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
1.21
Risk-free rate: 2.0%
Sortino Ratio
1.30
Downside risk adjusted
Return/Volatility
1.34
Calmar Ratio
1.84
Return/Max Drawdown
Ulcer Index
3.82
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,187.56
Backtest Period
2025-09-29 to 2026-10-16
1.0 years
Rebalancing
none
Base Currency
EUR