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ETF pures pioches IA1

ETF pures pioches IA

Secteur (Votre Pondération)Nom exact du fondsCode ISINTicker (Symbole boursier)
Écosystème IA (40%)Xtrackers Artificial Intelligence & Big Data UCITS ETF 1CIE00BGV5VN51XAIX
Puces / Cœur IA (30%)VanEck Semiconductor UCITS ETFIE00BMC38736SMH / VVSM
Data Centers (15%)Global X Data Center REITs & Digital Infrastructure UCITS ETF AccIE00BMH5YJ81VPN / GREI
Nucléaire / Énergie (15%)VanEck Uranium and Nuclear Technologies UCITS ETF AIE000M7V94E1NUCL
None Rebalancing
EUR
High Risk
3.7yr backtest

Performance Summary

Total Return+202.32%
Annualized Return+35.01%
Volatility+23.81%
Sharpe Ratio1.39
Max Drawdown+29.57%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified growth portfolio focused on AI, semiconductors, nuclear energy, and digital infrastructure via specialized global ETFs.
AssetTypeAllocationTER
XAIX.XETRA
Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C EUR • IE00BGV5VN51
ETF
40.0%0.35%
VVSM.XETRA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
30.0%0.35%
NUKL.XETRA
VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1
ETF
15.0%0.55%
V9N.XETRA
Global X Data Center REITS & Digital Infrastructure UCITS ETF USD Acc • IE00BMH5Y327
ETF
15.0%0.5%
Total100.0%0.40%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €30,231.96
Histogram of Monthly Returns
The portfolio had a positive return during 28 of the 45 months (62%)
Monthly Returns Heatmap
Best month: +23.2% • Worst month: -13.1% • Best year: 2026 (+37.1%) • Worst year: 2025 (+26.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+10.5%-1.3%-7.9%+23.2%+18.8%+4.5%-13.1%+3.7%+7.1%-7.4%--+37.1%
2025+4.3%-6.2%-11.4%-2.1%+13.4%+8.4%+6.5%-2.4%+10.0%+12.5%-7.3%+1.5%+26.3%
2024+6.6%+5.9%+4.8%-3.8%+1.9%+9.4%-5.0%-2.6%+4.0%+2.6%+7.6%-1.9%+32.4%
2023--3.1%+4.0%-4.0%+13.4%+4.0%+3.0%+0.9%-0.8%-3.2%+9.7%+5.6%+31.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +29.57% • The longest drawdown period lasted for 5 months and was between January 2025 and July 2025. It reached a trough of -29.6%.
When could this portfolio get you to financial independence?

ETF pures pioches IA1 returned +35.01% a year over the 4 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+202.32%
Annualized Return
+35.01%
Avg Monthly Return
+2.76%
Risk
Volatility (Annual)
+23.81%
Max Drawdown
+29.57%
Positive Months
62%
Average Drawdown
-5.1%
Risk-Adjusted
Sharpe Ratio
1.39
Risk-free rate: 2.0%
Sortino Ratio
1.35
Downside risk adjusted
Return/Volatility
1.47
Calmar Ratio
1.18
Return/Max Drawdown
Ulcer Index
6.67
Drawdown depth & duration
Martin Ratio
0.05
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€30,231.96
Backtest Period
2023-02-08 to 2026-10-16
3.7 years
Rebalancing
none
Base Currency
EUR