HomePortfoliosAmundi/Avantis

Amundi/Avantis

Created byuser-po16t9
None Rebalancing
EUR
Moderate Risk
1.7yr backtest

Performance Summary

Total Return+25.98%
Annualized Return+15.01%
Volatility+14.77%
Sharpe Ratio0.88
Max Drawdown+21.18%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity ETF portfolio: 70% core world stocks, 15% emerging markets value, 15% global small-cap value for diversified growth.
AssetTypeAllocationTER
F50A.XETRA
Amundi Prime Global UCITS ETF Acc • IE0009DRDY20
ETF
70.0%0.05%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
15.0%0.35%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
15.0%0.39%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,597.82
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 21 months (71%)
Monthly Returns Heatmap
Best month: +8.3% • Worst month: -6.9% • Best year: 2026 (+17.1%) • Worst year: 2024 (-2.5%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.9%+2.8%-5.3%+8.3%+5.7%+1.7%-1.7%+3.1%----+17.1%
2025+4.2%-2.0%-6.9%-4.0%+6.1%+1.0%+4.5%+0.5%+2.5%+4.0%+0.0%+0.7%+10.4%
2024------------2.5%-2.5%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.18% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -21.2%.

Detailed Metrics

Returns
Total Return
+25.98%
Annualized Return
+15.01%
Avg Monthly Return
+1.18%
Risk
Volatility (Annual)
+14.77%
Max Drawdown
+21.18%
Positive Months
71%
Average Drawdown
-3.7%
Risk-Adjusted
Sharpe Ratio
0.88
Risk-free rate: 2.0%
Sortino Ratio
0.81
Downside risk adjusted
Return/Volatility
1.02
Calmar Ratio
0.71
Return/Max Drawdown
Ulcer Index
5.10
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,597.82
Backtest Period
2024-12-12 to 2026-08-07
1.7 years
Rebalancing
none
Base Currency
EUR