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World - Small etf // - kt -

Created byuser-dvjmdp
Monthly Rebalancing
EUR
Moderate Risk
0.5yr backtest
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Performance Summary

Total Return+27.82%
Annualized Return+57.26%
Volatility+15.88%
Sharpe Ratio3.48
Max Drawdown+5.30%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
All-equity ETF portfolio blending US defensive yield, global growth leaders, and next-gen internet innovation for quality long-term capital growth.
AssetTypeAllocationTER
XUDY.XETRA
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6
ETF
40.0%0.25%
XGLA.XETRA
Xtrackers Global Growth Leaders Active UCITS ETF 1C • IE000M8F3JA6
ETF
30.0%0.5%
XNGI.XETRA
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C • IE000XOQ9TK4
ETF
30.0%0.3%
Total100.0%0.34%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,781.82
Histogram of Monthly Returns
The portfolio had a positive return during 5 of the 7 months (71%)
Monthly Returns Heatmap
Best month: +11.2% • Worst month: -2.4% • Best year: 2026 (+27.8%) • Worst year: 2026 (+27.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026---+7.9%+11.2%+3.2%-2.4%+4.8%+2.1%-1.2%--+27.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +5.30% • The longest drawdown period lasted for 1 month and was between August 2026 and September 2026. It reached a trough of -2.9%.

Detailed Metrics

Returns
Total Return
+27.82%
Annualized Return
+57.26%
Avg Monthly Return
+3.66%
Risk
Volatility (Annual)
+15.88%
Max Drawdown
+5.30%
Positive Months
71%
Average Drawdown
-1.8%
Risk-Adjusted
Sharpe Ratio
3.48
Risk-free rate: 2.0%
Sortino Ratio
3.63
Downside risk adjusted
Return/Volatility
3.61
Calmar Ratio
10.80
Return/Max Drawdown
Ulcer Index
1.78
Drawdown depth & duration
Martin Ratio
0.31
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,781.82
Backtest Period
2026-04-01 to 2026-10-16
0.5 years
Rebalancing
monthly
Base Currency
EUR