HomePortfoliosSnP500 SPYL + LEMA(Emerg)

SnP500 SPYL + LEMA(Emerg)

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

Total Return+16.90%
Annualized Return+26.71%
Volatility+13.54%
Sharpe Ratio1.82
Max Drawdown+6.73%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio with 70% US and 30% emerging markets equity for broad global growth exposure.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
70.0%0.03%
LEMA.XETRA
Amundi Core MSCI Emerging Markets Swap UCITS ETF Acc • LU2573967036
ETF
30.0%0.14%
Total100.0%0.06%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,690.34
Histogram of Monthly Returns
The portfolio had a positive return during 6 of the 9 months (67%)
Monthly Returns Heatmap
Best month: +10.4% • Worst month: -5.5% • Best year: 2026 (+16.9%) • Worst year: 2026 (+16.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-+1.4%-5.5%+10.4%+7.2%+1.2%-2.9%+2.7%+2.7%-0.5%--+16.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.73% • The longest drawdown period lasted for 1 month and was between June 2026 and August 2026. It reached a trough of -5.0%.

Detailed Metrics

Returns
Total Return
+16.90%
Annualized Return
+26.71%
Avg Monthly Return
+1.85%
Risk
Volatility (Annual)
+13.54%
Max Drawdown
+6.73%
Positive Months
67%
Average Drawdown
-1.9%
Risk-Adjusted
Sharpe Ratio
1.82
Risk-free rate: 2.0%
Sortino Ratio
1.90
Downside risk adjusted
Return/Volatility
1.97
Calmar Ratio
3.97
Return/Max Drawdown
Ulcer Index
2.16
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,690.34
Backtest Period
2026-02-17 to 2026-10-16
0.7 years
Rebalancing
none
Base Currency
EUR