HomePortfoliosAvantis

Avantis

Avantis

Created byuser-t0wo6h
None Rebalancing
EUR
Moderate Risk
1.3yr backtest

Performance Summary

Total Return+12.39%
Annualized Return+9.38%
Volatility+15.64%
Sharpe Ratio0.47
Max Drawdown+21.16%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Avantis diversified ETF portfolio in EUR offers global market exposure with a strategic buy-and-hold approach for long-term investors seeking passive growth.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
60.0%0.22%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
20.0%0.35%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
20.0%0.39%
Total100.0%0.28%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,239.45
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 17 months (71%)
Monthly Returns Heatmap
Best month: +6.6% • Worst month: -6.2% • Best year: 2025 (+11.3%) • Worst year: 2024 (-3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+4.0%+4.1%-5.4%+1.9%--------+4.3%
2025+4.4%-2.1%-6.2%-4.8%+6.6%+1.0%+4.1%+1.4%+2.2%+3.0%+1.0%+1.1%+11.3%
2024------------3.2%-3.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.16% • 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
+12.39%
Annualized Return
+9.38%
Avg Monthly Return
+0.76%
Risk
Volatility (Annual)
+15.64%
Max Drawdown
+21.16%
Positive Months
71%
Average Drawdown
-4.3%
Risk-Adjusted
Sharpe Ratio
0.47
Risk-free rate: 2.0%
Sortino Ratio
0.43
Downside risk adjusted
Return/Volatility
0.60
Calmar Ratio
0.44
Return/Max Drawdown
Ulcer Index
5.54
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,239.45
Backtest Period
2024-12-12 to 2026-04-02
1.3 years
Rebalancing
none
Base Currency
EUR