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UCITS 5

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

Total Return+76.03%
Annualized Return+49.58%
Volatility+24.11%
Sharpe Ratio1.97
Max Drawdown+15.84%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified ETF portfolio targeting US equities and global technology, with core S&P 500 and semiconductor & quantum computing allocations.
AssetTypeAllocationTER
SPYL.LSE
SPDR S&P 500 UCITS ETF (Acc) • IE000XZSV718
ETF
50.0%0.03%
SMH.LSE
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
40.0%0.35%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
10.0%0.55%
Total100.0%0.21%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $17,603.41
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 18 months (67%)
Monthly Returns Heatmap
Best month: +25.7% • Worst month: -11.8% • Best year: 2026 (+34.6%) • Worst year: 2025 (+30.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+8.1%-1.0%-8.6%+25.7%+16.9%+5.6%-11.8%+3.4%+5.2%-7.5%--+34.6%
2025-----1.1%+9.3%+2.9%+0.9%+7.9%+8.4%-2.5%+2.2%+30.8%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +15.84% • The longest drawdown period lasted for 3 months and was between June 2026 and October 2026. It reached a trough of -15.8%.

Detailed Metrics

Returns
Total Return
+76.03%
Annualized Return
+49.58%
Avg Monthly Return
+3.55%
Risk
Volatility (Annual)
+24.11%
Max Drawdown
+15.84%
Positive Months
67%
Average Drawdown
-4.0%
Risk-Adjusted
Sharpe Ratio
1.97
Risk-free rate: 2.0%
Sortino Ratio
1.99
Downside risk adjusted
Return/Volatility
2.06
Calmar Ratio
3.13
Return/Max Drawdown
Ulcer Index
4.60
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$17,603.41
Backtest Period
2025-05-21 to 2026-10-16
1.4 years
Rebalancing
none
Base Currency
USD