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Avantis 3

Avantis 3

Created byuser-5vfnu3
None Rebalancing
EUR
Moderate Risk
1.4yr backtest

Performance Summary

Total Return+21.33%
Annualized Return+14.57%
Volatility+15.47%
Sharpe Ratio0.81
Max Drawdown+21.28%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Explore a diversified ETF portfolio in EUR, designed for long-term growth with a strategic, buy-and-hold investment approach.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
70.0%0.22%
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%0.27%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,132.57
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 18 months (72%)
Monthly Returns Heatmap
Best month: +8.0% • Worst month: -6.5% • Best year: 2026 (+13.2%) • Worst year: 2024 (-3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.3%+4.2%-5.2%+8.0%+2.7%-------+13.2%
2025+4.5%-2.2%-6.5%-4.7%+6.5%+0.9%+4.2%+1.2%+2.1%+3.0%+1.0%+1.0%+10.8%
2024------------3.2%-3.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.28% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.3%.

Detailed Metrics

Returns
Total Return
+21.33%
Annualized Return
+14.57%
Avg Monthly Return
+1.16%
Risk
Volatility (Annual)
+15.47%
Max Drawdown
+21.28%
Positive Months
72%
Average Drawdown
-4.1%
Risk-Adjusted
Sharpe Ratio
0.81
Risk-free rate: 2.0%
Sortino Ratio
0.74
Downside risk adjusted
Return/Volatility
0.94
Calmar Ratio
0.68
Return/Max Drawdown
Ulcer Index
5.45
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,132.57
Backtest Period
2024-12-12 to 2026-05-15
1.4 years
Rebalancing
none
Base Currency
EUR