HomePortfoliosSnP50 + Emerging50

SnP50 + Emerging50

Created byuser-61bnq6
None Rebalancing
EUR
Moderate Risk
0.7yr backtest
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Performance Summary

Total Return+15.18%
Annualized Return+23.88%
Volatility+16.33%
Sharpe Ratio1.34
Max Drawdown+7.79%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio equally split between US S&P 500 and Emerging Markets equities for broad global growth exposure.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
50.0%0.03%
LEMA.XETRA
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc • LU2573967036
ETF
50.0%0.14%
Total100.0%0.09%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,517.58
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 9 months (67%)
Monthly Returns Heatmap
Best month: +11.0% • Worst month: -6.6% • Best year: 2026 (+15.2%) • Worst year: 2026 (+15.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-+1.9%-6.6%+11.0%+7.7%+1.3%-4.0%+3.0%+2.6%-1.6%--+15.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.79% • The longest drawdown period lasted for 3 months and was between June 2026 and September 2026. It reached a trough of -7.4%.

Detailed Metrics

Returns
Total Return
+15.18%
Annualized Return
+23.88%
Avg Monthly Return
+1.71%
Risk
Volatility (Annual)
+16.33%
Max Drawdown
+7.79%
Positive Months
67%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.34
Risk-free rate: 2.0%
Sortino Ratio
1.39
Downside risk adjusted
Return/Volatility
1.46
Calmar Ratio
3.07
Return/Max Drawdown
Ulcer Index
3.14
Drawdown depth & duration
Martin Ratio
0.07
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,517.58
Backtest Period
2026-02-17 to 2026-10-16
0.7 years
Rebalancing
none
Base Currency
EUR