HomePortfoliosAmundi ACWI

Amundi ACWI

Created byuser-61bnq6
None Rebalancing
EUR
Moderate Risk
2.1yr backtest

Performance Summary

Total Return+37.14%
Annualized Return+16.12%
Volatility+14.66%
Sharpe Ratio0.96
Max Drawdown+21.22%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Invest in global stock markets with this diversified ETF portfolio offering 100% equity exposure for long-term growth potential.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
100.0%0.07%
Total100.0%0.07%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,713.8
Histogram of Monthly Returns
The portfolio had a positive return during 18 of the 27 months (67%)
Monthly Returns Heatmap
Best month: +8.8% • Worst month: -7.3% • Best year: 2026 (+15.5%) • Worst year: 2024 (+8.3%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+0.9%+1.7%-5.3%+8.8%+5.9%+1.3%-1.4%+3.3%----+15.5%
2025+4.2%-2.2%-7.3%-3.9%+6.3%+1.0%+5.0%-0.4%+2.9%+4.7%-0.5%+0.5%+9.7%
2024-----+0.7%+0.2%-0.8%+1.7%+0.9%+6.5%-0.9%+8.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.22% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.2%.

Detailed Metrics

Returns
Total Return
+37.14%
Annualized Return
+16.12%
Avg Monthly Return
+1.24%
Risk
Volatility (Annual)
+14.66%
Max Drawdown
+21.22%
Positive Months
67%
Average Drawdown
-3.5%
Risk-Adjusted
Sharpe Ratio
0.96
Risk-free rate: 2.0%
Sortino Ratio
0.87
Downside risk adjusted
Return/Volatility
1.10
Calmar Ratio
0.76
Return/Max Drawdown
Ulcer Index
4.79
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,713.8
Backtest Period
2024-06-26 to 2026-08-07
2.1 years
Rebalancing
none
Base Currency
EUR
Amundi ACWI | +16.1% CAGR | ETF Backtest