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WRDA

Created byuser-nrr4as
Annual Rebalancing
GBP
Moderate Risk
2.7yr backtest
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Performance Summary

Total Return+53.01%
Annualized Return+17.03%
Volatility+12.07%
Sharpe Ratio1.24
Max Drawdown+18.38%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% global equity portfolio built around a core MSCI World ETF for diversified, long-term growth potential.
AssetTypeAllocationTER
WRDA.LSE
UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59
ETF
100.0%0.06%
Total100.0%0.06%

Performance

Portfolio Value Over Time
Starting with £10,000 investment → now worth £15,300.88
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 33 months (58%)
Monthly Returns Heatmap
Best month: +7.1% • Worst month: -6.7% • Best year: 2024 (+20.0%) • Worst year: 2025 (+12.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.3%+2.7%-5.3%+7.1%+5.8%+0.7%-1.4%+3.4%+0.7%-0.5%--+13.0%
2025+4.7%-3.8%-6.7%-2.4%+5.7%+2.5%+5.7%-0.1%+3.3%+5.0%-0.6%-0.2%+12.8%
2024-+4.8%+3.5%-2.3%+1.3%+4.3%-0.4%-0.3%+0.2%+2.6%+5.7%-0.6%+20.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +18.38% • The longest drawdown period lasted for 6 months and was between January 2025 and July 2025. It reached a trough of -18.4%.

Detailed Metrics

Returns
Total Return
+53.01%
Annualized Return
+17.03%
Avg Monthly Return
+1.35%
Risk
Volatility (Annual)
+12.07%
Max Drawdown
+18.38%
Positive Months
58%
Average Drawdown
-2.5%
Risk-Adjusted
Sharpe Ratio
1.24
Risk-free rate: 2.0%
Sortino Ratio
1.19
Downside risk adjusted
Return/Volatility
1.41
Calmar Ratio
0.93
Return/Max Drawdown
Ulcer Index
3.73
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
£10,000
Final Value
£15,300.88
Backtest Period
2024-02-01 to 2026-10-16
2.7 years
Rebalancing
annual
Base Currency
GBP