HomePortfoliosV1-China-EU-Mining

V1-China-EU-Mining

Emerging 40, EU 20, USA 20, Mining 10, andere 10

Created byuser-sqxyce
None Rebalancing
EUR
Moderate Risk
2.6yr backtest
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Performance Summary

Total Return+40.95%
Annualized Return+14.17%
Volatility+12.68%
Sharpe Ratio0.96
Max Drawdown+17.90%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global ETF portfolio with core allocations to emerging markets, Europe, and a targeted focus on China and the mining sector for growth.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
30.0%0.19%
VFEA.XETRA
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733
ETF
20.0%0.17%
LYP6.XETRA
Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753
ETF
20.0%0.07%
36BZ.XETRA
iShares MSCI China A UCITS ETF • IE00BQT3WG13
ETF
10.0%0.4%
WELI.XETRA
Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) • IE000FCGBU62
ETF
10.0%0.18%
EXUS.XETRA
Xtrackers MSCI World ex USA UCITS ETF 1C • IE0006WW1TQ4
ETF
10.0%0.15%
Total100.0%0.18%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,094.58
Histogram of Monthly Returns
The portfolio had a positive return during 22 of the 32 months (69%)
Monthly Returns Heatmap
Best month: +6.9% • Worst month: -6.5% • Best year: 2025 (+13.2%) • Worst year: 2024 (+10.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+3.6%-6.5%+6.9%+4.0%+1.7%-1.6%+2.3%-0.6%+0.2%--+13.2%
2025+3.8%+0.1%-4.8%-3.4%+4.7%+0.1%+3.4%+1.8%+3.0%+3.0%-0.1%+1.4%+13.2%
2024--+1.8%-0.1%+0.9%+1.7%+0.7%-0.4%+4.3%-1.4%+3.1%-0.8%+10.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +17.90% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -17.9%.

Detailed Metrics

Returns
Total Return
+40.95%
Annualized Return
+14.17%
Avg Monthly Return
+1.12%
Risk
Volatility (Annual)
+12.68%
Max Drawdown
+17.90%
Positive Months
69%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
0.96
Risk-free rate: 2.0%
Sortino Ratio
0.93
Downside risk adjusted
Return/Volatility
1.12
Calmar Ratio
0.79
Return/Max Drawdown
Ulcer Index
3.36
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,094.58
Backtest Period
2024-03-14 to 2026-10-16
2.6 years
Rebalancing
none
Base Currency
EUR