HomePortfoliosAvantis 2

Avantis 2

Avantis 2

Created byuser-5vfnu3
None Rebalancing
EUR
Moderate Risk
1.5yr backtest

Performance Summary

Total Return+20.91%
Annualized Return+13.49%
Volatility+15.89%
Sharpe Ratio0.72
Max Drawdown+22.04%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Avantis 2 is a diversified ETF portfolio in EUR, designed for long-term growth with a simple buy-and-hold strategy and no rebalancing.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
70.0%0.22%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
30.0%0.39%
Total100.0%0.27%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,091.47
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 19 months (74%)
Monthly Returns Heatmap
Best month: +9.0% • Worst month: -7.1% • Best year: 2025 (+8.7%) • Worst year: 2026 (+4.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.3%+3.9%-4.2%+1.8%--------+4.7%
2025+4.7%-2.8%-7.1%-5.1%+6.6%+0.6%+4.2%+1.9%+1.2%+2.4%+1.7%+1.0%+8.7%
2024---------+1.1%+9.0%-3.7%+6.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +22.04% • The longest drawdown period lasted for 7 months and was between February 2025 and October 2025. It reached a trough of -22.0%.

Detailed Metrics

Returns
Total Return
+20.91%
Annualized Return
+13.49%
Avg Monthly Return
+1.09%
Risk
Volatility (Annual)
+15.89%
Max Drawdown
+22.04%
Positive Months
74%
Average Drawdown
-4.4%
Risk-Adjusted
Sharpe Ratio
0.72
Risk-free rate: 2.0%
Sortino Ratio
0.67
Downside risk adjusted
Return/Volatility
0.85
Calmar Ratio
0.61
Return/Max Drawdown
Ulcer Index
5.80
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,091.47
Backtest Period
2024-10-01 to 2026-04-02
1.5 years
Rebalancing
none
Base Currency
EUR