HomePortfoliosAvantis

Avantis

Avantis

Created byuser-t0wo6h
None Rebalancing
EUR
Moderate Risk
1.4yr backtest

Performance Summary

Total Return+18.93%
Annualized Return+13.56%
Volatility+15.60%
Sharpe Ratio0.74
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 €11,893.25
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 17 months (71%)
Monthly Returns Heatmap
Best month: +7.8% • Worst month: -6.2% • Best year: 2025 (+11.3%) • Worst year: 2024 (-3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.6%+4.5%-5.4%+7.8%--------+10.4%
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
+18.93%
Annualized Return
+13.56%
Avg Monthly Return
+1.11%
Risk
Volatility (Annual)
+15.60%
Max Drawdown
+21.16%
Positive Months
71%
Average Drawdown
-4.2%
Risk-Adjusted
Sharpe Ratio
0.74
Risk-free rate: 2.0%
Sortino Ratio
0.68
Downside risk adjusted
Return/Volatility
0.87
Calmar Ratio
0.64
Return/Max Drawdown
Ulcer Index
5.44
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,893.25
Backtest Period
2024-12-12 to 2026-04-24
1.4 years
Rebalancing
none
Base Currency
EUR