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UCITS

Created byuser-l2uvnn
None Rebalancing
EUR
Moderate Risk
Multi-currency
1.4yr backtest
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Performance Summary

Total Return+50.74%
Annualized Return+33.94%
Volatility+16.00%
Sharpe Ratio2.00
Max Drawdown+8.68%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio focused on US equities, global tech, semiconductors, and high-dividend stocks for targeted growth and income.
AssetTypeAllocationTER
SPYL.XETRA
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) • IE000XZSV718
ETF
50.0%0.03%
SMH.PA
VanEck Semiconductor UCITS ETF • IE00BMC38736
ETF
15.0%0.35%
VHYG.LSE
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc • IE00BK5BR626
ETF
15.0%0.29%
CNDX.AS
iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19
ETF
15.0%0.3%
QNTM.LSE
VanEck Quantum Computing UCITS ETF A • IE0007Y8Y157
ETF
5.0%0.55%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €15,074.01
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 18 months (67%)
Monthly Returns Heatmap
Best month: +15.2% • Worst month: -7.1% • Best year: 2026 (+27.7%) • Worst year: 2025 (+18.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+0.3%-5.1%+15.2%+11.7%+4.3%-7.1%+2.1%+5.4%-3.0%--+27.7%
2025-----0.7%+2.7%+5.6%-0.9%+4.8%+7.0%-1.7%+0.3%+18.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.68% • The longest drawdown period lasted for 3 months and was between June 2026 and October 2026. It reached a trough of -8.7%.

Detailed Metrics

Returns
Total Return
+50.74%
Annualized Return
+33.94%
Avg Monthly Return
+2.45%
Risk
Volatility (Annual)
+16.00%
Max Drawdown
+8.68%
Positive Months
67%
Average Drawdown
-2.3%
Risk-Adjusted
Sharpe Ratio
2.00
Risk-free rate: 2.0%
Sortino Ratio
1.97
Downside risk adjusted
Return/Volatility
2.12
Calmar Ratio
3.91
Return/Max Drawdown
Ulcer Index
2.59
Drawdown depth & duration
Martin Ratio
0.12
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€15,074.01
Backtest Period
2025-05-21 to 2026-10-16
1.4 years
Rebalancing
none
Base Currency
EUR