HomePortfoliosAll World + Small Cap

All World + Small Cap

WEBN + AVWS

Created byuser-vo12ny
None Rebalancing
EUR
Moderate Risk
1.5yr backtest

Performance Summary

Total Return+16.11%
Annualized Return+10.46%
Volatility+15.07%
Sharpe Ratio0.56
Max Drawdown+21.40%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A globally diversified ETF portfolio blending 90% all-world equities with 10% small-cap value for comprehensive market exposure.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
90.0%0.07%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,610.51
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 19 months (68%)
Monthly Returns Heatmap
Best month: +6.9% • Worst month: -7.2% • Best year: 2025 (+9.5%) • Worst year: 2026 (+0.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.3%+2.1%-5.0%+2.0%--------+0.1%
2025+4.2%-2.4%-7.2%-4.2%+6.4%+0.9%+4.8%+0.1%+2.5%+4.3%-0.2%+0.6%+9.5%
2024---------+0.4%+6.9%-1.4%+5.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.40% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.4%.

Detailed Metrics

Returns
Total Return
+16.11%
Annualized Return
+10.46%
Avg Monthly Return
+0.86%
Risk
Volatility (Annual)
+15.07%
Max Drawdown
+21.40%
Positive Months
68%
Average Drawdown
-4.0%
Risk-Adjusted
Sharpe Ratio
0.56
Risk-free rate: 2.0%
Sortino Ratio
0.51
Downside risk adjusted
Return/Volatility
0.69
Calmar Ratio
0.49
Return/Max Drawdown
Ulcer Index
5.54
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,610.51
Backtest Period
2024-10-01 to 2026-04-02
1.5 years
Rebalancing
none
Base Currency
EUR