Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
MWEQ.L Invesco MSCI World Equal Weight UCITS ETF Acc | Global Equities | 50% |
PPFB.DE iShares Physical Gold ETC | Precious Metals | 15% |
EUNM.DE iShares MSCI EM UCITS ETF (Acc) | Emerging Markets Equities | 10% |
YCSH.DE iShares € Cash UCITS ETF EUR Acc | Money Market | 9% |
2B7S.DE iShares $ Treasury Bond 1-3yr UCITS ETF EUR Hedged Acc | Government Bonds, Short-Term Bond | 8% |
CYBE.AS iShares China CNY Bond UCITS ETF EUR Hedged Acc | Emerging Markets Bonds | 8% |
Find the right asset allocation for 2026-test20-equalweight
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in 2026-test20-equalweight, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every year.
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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -1.86% | 2.09% | 9.98% | 8.94% | 21.69% | 16.96% | 13.01% | 13.17% |
Portfolio 2026-test20-equalweight | — | — | — | — | — | — | — | — |
| Portfolio components: | ||||||||
2B7S.DE iShares $ Treasury Bond 1-3yr UCITS ETF EUR Hedged Acc | 0.09% | -0.08% | -0.08% | 0.08% | 1.48% | 2.30% | -0.00% | — |
CYBE.AS iShares China CNY Bond UCITS ETF EUR Hedged Acc | 0.07% | 0.58% | 1.79% | 1.88% | 1.60% | 5.12% | 3.85% | — |
EUNM.DE iShares MSCI EM UCITS ETF (Acc) | -1.60% | 3.02% | 27.21% | 27.83% | 48.35% | 20.75% | 8.41% | 9.83% |
MWEQ.L Invesco MSCI World Equal Weight UCITS ETF Acc | — | — | — | — | — | — | — | — |
PPFB.DE iShares Physical Gold ETC | 0.61% | -3.85% | 2.74% | 6.18% | 31.41% | 28.05% | — | — |
YCSH.DE iShares € Cash UCITS ETF EUR Acc | 0.01% | 0.15% | 0.84% | 0.99% | 1.98% | — | — | — |
Monthly Returns
Expense Ratio
2026-test20-equalweight has an expense ratio of 0.19%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
2026-test20-equalweight ranks 36 for risk / return — below 36% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for 2026-test20-equalweight and compares them with S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
2B7S.DE iShares $ Treasury Bond 1-3yr UCITS ETF EUR Hedged Acc | 31 | 1.00 | 1.50 | 1.18 | 1.51 | 4.17 |
CYBE.AS iShares China CNY Bond UCITS ETF EUR Hedged Acc | 25 | 0.69 | 1.04 | 1.14 | 1.58 | 3.03 |
EUNM.DE iShares MSCI EM UCITS ETF (Acc) | 88 | 2.78 | 3.70 | 1.50 | 4.72 | 17.07 |
MWEQ.L Invesco MSCI World Equal Weight UCITS ETF Acc | — | — | — | — | — | — |
PPFB.DE iShares Physical Gold ETC | 39 | 1.30 | 1.75 | 1.26 | 1.81 | 4.60 |
YCSH.DE iShares € Cash UCITS ETF EUR Acc | 100 | 17.42 | 48.12 | 13.76 | 87.60 | 771.43 |
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 2026-test20-equalweight. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current 2026-test20-equalweight drawdown is 0.42%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 6 assets, with an effective number of assets of 3.30, reflecting the diversification based on asset allocation. Your allocation shows noticeable concentration: a few holdings carry significantly more weight than the rest. Rebalancing toward more even weights — or adding less correlated assets — could reduce risk.
Diversification Ratio
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Not enough data to calculate this metric.