HomePortfolios60/40-Portfolio Amundi Prime All Country World + Amundi Euro Govies 3-5Y

60/40-Portfolio Amundi Prime All Country World + Amundi Euro Govies 3-5Y

Created byuser-kofyg6
None Rebalancing
EUR
Low Risk
1.8yr backtest

Performance Summary

Total Return+17.41%
Annualized Return+9.29%
Volatility+9.17%
Sharpe Ratio0.79
Max Drawdown+12.79%

Holdings

Asset Allocation

Asset Class

Equity 60.0%Bonds 40.0%
Holdings Details
A diversified 60/40 ETF portfolio blending global stocks and short-term European government bonds for balanced growth and stability.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
60.0%0.07%
MTB.PA
Amundi Euro Government Bond 3-5Y UCITS ETF Acc • LU1650488494
ETF
40.0%0.15%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,740.64
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 23 months (65%)
Monthly Returns Heatmap
Best month: +5.6% • Worst month: -4.6% • Best year: 2025 (+6.9%) • Worst year: 2026 (+3.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.7%+1.3%-4.1%+5.6%--------+3.3%
2025+2.7%-1.2%-4.6%-1.7%+3.7%+0.5%+3.0%-0.1%+1.8%+3.1%-0.3%+0.3%+6.9%
2024-----+0.4%+0.7%-0.3%+1.5%+0.2%+4.5%-0.8%+6.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +12.79% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -12.8%.

Detailed Metrics

Returns
Total Return
+17.41%
Annualized Return
+9.29%
Avg Monthly Return
+0.73%
Risk
Volatility (Annual)
+9.17%
Max Drawdown
+12.79%
Positive Months
65%
Average Drawdown
-2.2%
Risk-Adjusted
Sharpe Ratio
0.79
Risk-free rate: 2.0%
Sortino Ratio
0.73
Downside risk adjusted
Return/Volatility
1.01
Calmar Ratio
0.73
Return/Max Drawdown
Ulcer Index
3.00
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,740.64
Backtest Period
2024-06-26 to 2026-04-17
1.8 years
Rebalancing
none
Base Currency
EUR
60/40-Portfolio Amundi Prime All Country World + Amundi Euro Govies 3-5Y