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World Portfolio

Created byuser-a1vvb0
Monthly Rebalancing
EUR
High Risk
0.2yr backtest
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Performance Summary

Total Return+1.08%
Annualized Return+7.10%
Volatility+21.29%
Sharpe Ratio0.24
Max Drawdown+8.60%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Growth-focused ETF portfolio with 50% global semiconductors, 25% world equities, and 25% ESG industrials for tech-driven long-term returns.
AssetTypeAllocationTER
SEC0.XETRA
iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9
ETF
50.0%0.35%
VGLA.XETRA
Vanguard FTSE Global All-Cap UCITS ETF USD Acc • IE000VAHT5T0
ETF
25.0%0.07%
INDW.PA
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A) • IE000LTA2082
ETF
25.0%0.18%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €10,107.69
Histogram of Monthly Returns
The portfolio had a positive return during 1 of the 3 months (33%)
Monthly Returns Heatmap
Best month: +6.9% • Worst month: -5.2% • Best year: 2026 (+1.1%) • Worst year: 2026 (+1.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026--------0.2%+6.9%-5.2%--+1.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +8.60% • The longest drawdown period lasted for 9 days and was between September 2026 and September 2026. It reached a trough of -4.3%.

Detailed Metrics

Returns
Total Return
+1.08%
Annualized Return
+7.10%
Avg Monthly Return
+0.48%
Risk
Volatility (Annual)
+21.29%
Max Drawdown
+8.60%
Positive Months
33%
Average Drawdown
-2.4%
Risk-Adjusted
Sharpe Ratio
0.24
Risk-free rate: 2.0%
Sortino Ratio
0.24
Downside risk adjusted
Return/Volatility
0.33
Calmar Ratio
0.83
Return/Max Drawdown
Ulcer Index
2.50
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€10,107.69
Backtest Period
2026-08-20 to 2026-10-16
0.2 years
Rebalancing
monthly
Base Currency
EUR