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UDE Turc Claude 2

Created byuser-xwe79g
Quarterly Rebalancing
EUR
Moderate Risk
1.5yr backtest
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Performance Summary

Total Return+44.10%
Annualized Return+26.75%
Volatility+11.77%
Sharpe Ratio2.10
Max Drawdown+12.04%

Holdings

Asset Allocation

Asset Class

Equity 75.0%Precious Metals 25.0%
Holdings Details
Diversified ETF portfolio with 75% global equities and 25% gold, targeting European energy, world markets, and managed futures for balanced growth.
AssetTypeAllocationTER
ESIE.XETRA
iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) • IE00BMW42637
ETF
30.0%0.18%
EUNL.XETRA
iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983
ETF
30.0%0.2%
4GLD.XETRA
Xetra-Gold • DE000A0S9GB0
ETF
25.0%0%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
15.0%0.75%
Total100.0%0.23%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,409.83
Histogram of Monthly Returns
The portfolio had a positive return during 16 of the 19 months (84%)
Monthly Returns Heatmap
Best month: +6.0% • Worst month: -6.6% • Best year: 2026 (+27.5%) • Worst year: 2025 (+13.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.0%+5.9%+3.1%+0.1%+0.1%-3.6%+4.7%+2.6%+2.2%+4.0%--+27.5%
2025----6.6%+3.1%-0.2%+4.2%+1.1%+3.5%+5.7%+1.4%+0.4%+13.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.04% • The longest drawdown period lasted for 3 months and was between April 2025 and July 2025. It reached a trough of -12.0%.

Detailed Metrics

Returns
Total Return
+44.10%
Annualized Return
+26.75%
Avg Monthly Return
+1.99%
Risk
Volatility (Annual)
+11.77%
Max Drawdown
+12.04%
Positive Months
84%
Average Drawdown
-2.0%
Risk-Adjusted
Sharpe Ratio
2.10
Risk-free rate: 2.0%
Sortino Ratio
1.89
Downside risk adjusted
Return/Volatility
2.27
Calmar Ratio
2.22
Return/Max Drawdown
Ulcer Index
2.55
Drawdown depth & duration
Martin Ratio
0.10
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,409.83
Backtest Period
2025-04-01 to 2026-10-16
1.5 years
Rebalancing
quarterly
Base Currency
EUR