HomePortfoliosV2026-04-20_1

V2026-04-20_1

Created byuser-sqxyce
None Rebalancing
EUR
Moderate Risk
1.7yr backtest
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Performance Summary

Total Return+29.24%
Annualized Return+16.20%
Volatility+15.90%
Sharpe Ratio0.89
Max Drawdown+18.86%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global ETF portfolio with core world equity, targeted China and Europe exposure, plus specialized allocations to metals and emerging markets.
AssetTypeAllocationTER
VWCE.XETRA
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
30.0%0.19%
36BZ.XETRA
iShares MSCI China A UCITS ETF • IE00BQT3WG13
ETF
18.0%0.4%
LYP6.XETRA
Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753
ETF
16.0%0.07%
VFEA.XETRA
Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733
ETF
12.0%0.17%
CEBT.XETRA
iShares Essential Metals Producers UCITS ETF USD (Acc) • IE000ROSD5J6
ETF
12.0%0.55%
WELI.XETRA
Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) • IE000FCGBU62
ETF
5.0%0.18%
IXUA.XETRA
iShares MSCI World ex-USA UCITS ETF USD (Acc) • IE000R4ZNTN3
ETF
3.0%0.15%
ICGA.XETRA
iShares MSCI China UCITS ETF USD (Acc) • IE00BJ5JPG56
ETF
2.0%0.28%
XMBR.XETRA
Xtrackers MSCI Brazil UCITS ETF 1C • LU0292109344
ETF
2.0%0.25%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,924.02
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 22 months (64%)
Monthly Returns Heatmap
Best month: +6.7% • Worst month: -8.0% • Best year: 2025 (+16.7%) • Worst year: 2026 (+10.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+5.0%+4.6%-8.0%+6.7%+4.3%-0.9%-2.4%+4.2%-1.9%-0.5%--+10.7%
2025+0.4%-0.3%-4.4%-4.6%+4.6%+1.0%+4.0%+3.8%+4.8%+3.1%+0.7%+3.0%+16.7%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.86% • The longest drawdown period lasted for 5 months and was between February 2025 and August 2025. It reached a trough of -18.9%.

Detailed Metrics

Returns
Total Return
+29.24%
Annualized Return
+16.20%
Avg Monthly Return
+1.24%
Risk
Volatility (Annual)
+15.90%
Max Drawdown
+18.86%
Positive Months
64%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
0.89
Risk-free rate: 2.0%
Sortino Ratio
0.86
Downside risk adjusted
Return/Volatility
1.02
Calmar Ratio
0.86
Return/Max Drawdown
Ulcer Index
4.42
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,924.02
Backtest Period
2025-01-30 to 2026-10-16
1.7 years
Rebalancing
none
Base Currency
EUR