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UCITS 3

Created byuser-l2uvnn
None Rebalancing
USD
High Risk
1.4yr backtest
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Performance Summary

Total Return+75.67%
Annualized Return+49.36%
Volatility+23.73%
Sharpe Ratio2.00
Max Drawdown+15.47%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Growth-focused ETF portfolio blending US large caps, global tech and semiconductors, plus a quantum computing bet for high-growth exposure.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
40.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
40.0%0.35%
VWRA.LSE
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
15.0%0.19%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
5.0%0.55%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $17,567.22
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 18 months (67%)
Monthly Returns Heatmap
Best month: +24.9% • Worst month: -11.6% • Best year: 2026 (+35.0%) • Worst year: 2025 (+30.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.3%-0.7%-8.5%+24.9%+16.3%+6.1%-11.6%+3.4%+5.0%-7.2%--+35.0%
2025-----1.4%+9.3%+2.8%+1.0%+7.4%+7.9%-1.9%+2.3%+30.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.47% • The longest drawdown period lasted for 3 months and was between June 2026 and October 2026. It reached a trough of -15.5%.

Detailed Metrics

Returns
Total Return
+75.67%
Annualized Return
+49.36%
Avg Monthly Return
+3.52%
Risk
Volatility (Annual)
+23.73%
Max Drawdown
+15.47%
Positive Months
67%
Average Drawdown
-3.8%
Risk-Adjusted
Sharpe Ratio
2.00
Risk-free rate: 2.0%
Sortino Ratio
2.02
Downside risk adjusted
Return/Volatility
2.08
Calmar Ratio
3.19
Return/Max Drawdown
Ulcer Index
4.46
Drawdown depth & duration
Martin Ratio
0.11
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$17,567.22
Backtest Period
2025-05-21 to 2026-10-16
1.4 years
Rebalancing
none
Base Currency
USD