HomePortfoliosRusi Kiryazov

Rusi Kiryazov

Created byuser-bt2jz4
None Rebalancing
EUR
Moderate Risk
0.3yr backtest
Analyse this portfolio
CompareFIRE

Performance Summary

Total Return+2.29%
Annualized Return+6.77%
Volatility+17.23%
Sharpe Ratio0.28
Max Drawdown+10.76%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Growth-focused equity ETF portfolio blending US large-cap, global stocks, and space & semiconductor innovation for long-term capital appreciation.
AssetTypeAllocationTER
VUAA.XETRA
Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54
ETF
63.1%0.07%
SPX.XETRA
Space Exploration Technologies Corp. • US84615Q1031
STOCK
15.4%0%
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
13.5%0.19%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
6.0%0.35%
JEDI.XETRA
VanEck Space Innovators UCITS ETF • IE000YU9K6K2
ETF
2.0%0.55%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,228.56
Histogram of Monthly Returns
The portfolio had a positive return during 3 of the 5 months (60%)
Monthly Returns Heatmap
Best month: +5.1% • Worst month: -8.3% • Best year: 2026 (+2.3%) • Worst year: 2026 (+2.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-----+2.4%-8.3%+5.1%+4.0%-0.4%--+2.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +10.76% • The longest drawdown period lasted for 3 months and was between June 2026 and October 2026. It reached a trough of -10.8%.

Detailed Metrics

Returns
Total Return
+2.29%
Annualized Return
+6.77%
Avg Monthly Return
+0.57%
Risk
Volatility (Annual)
+17.23%
Max Drawdown
+10.76%
Positive Months
60%
Average Drawdown
-5.1%
Risk-Adjusted
Sharpe Ratio
0.28
Risk-free rate: 2.0%
Sortino Ratio
0.29
Downside risk adjusted
Return/Volatility
0.39
Calmar Ratio
0.63
Return/Max Drawdown
Ulcer Index
5.45
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,228.56
Backtest Period
2026-06-12 to 2026-10-16
0.3 years
Rebalancing
none
Base Currency
EUR