HomePortfoliosAll World + Small Cap v2

All World + Small Cap v2

WEBN + IUSN

Created byuser-vo12ny
None Rebalancing
EUR
Moderate Risk
1.8yr backtest

Performance Summary

Total Return+18.24%
Annualized Return+9.95%
Volatility+15.10%
Sharpe Ratio0.53
Max Drawdown+21.38%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global ETF portfolio investing 90% in all-world equities and 10% in international small-cap stocks for broad market growth.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
90.0%0.07%
IUSN.XETRA
iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31
ETF
10.0%0.35%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,823.57
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 23 months (65%)
Monthly Returns Heatmap
Best month: +6.8% • Worst month: -7.3% • Best year: 2025 (+9.5%) • Worst year: 2026 (-0.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.2%+1.9%-5.4%+2.1%---------0.4%
2025+4.3%-2.5%-7.3%-4.0%+6.3%+1.0%+4.9%-0.1%+2.7%+4.5%-0.3%+0.5%+9.5%
2024-----+0.7%+0.7%-1.0%+1.7%+0.8%+6.8%-1.4%+8.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.38% • 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
+18.24%
Annualized Return
+9.95%
Avg Monthly Return
+0.79%
Risk
Volatility (Annual)
+15.10%
Max Drawdown
+21.38%
Positive Months
65%
Average Drawdown
-3.8%
Risk-Adjusted
Sharpe Ratio
0.53
Risk-free rate: 2.0%
Sortino Ratio
0.46
Downside risk adjusted
Return/Volatility
0.66
Calmar Ratio
0.47
Return/Max Drawdown
Ulcer Index
5.24
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,823.57
Backtest Period
2024-06-26 to 2026-04-02
1.8 years
Rebalancing
none
Base Currency
EUR