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Avantis

Avantis

Created byuser-7hucdl
FIRE Projection
None Rebalancing
EUR
Moderate Risk
1.7yr backtest

Performance Summary

Total Return+26.65%
Annualized Return+14.48%
Volatility+14.63%
Sharpe Ratio0.85
Max Drawdown+21.38%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
100% equity ETF portfolio with 78% global value stocks plus small-cap and emerging markets exposure for diversified long-term growth.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
78.0%0.22%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
11.0%0.39%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
11.0%0.35%
Total100.0%0.25%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,665.16
Histogram of Monthly Returns
The portfolio had a positive return during 16 of the 22 months (73%)
Monthly Returns Heatmap
Best month: +8.0% • Worst month: -6.7% • Best year: 2026 (+18.6%) • Worst year: 2024 (-3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+4.0%-5.1%+8.0%+4.9%+2.5%-1.7%+2.0%+0.1%---+18.6%
2025+4.6%-2.3%-6.7%-4.7%+6.5%+0.8%+4.3%+1.0%+2.1%+3.1%+1.0%+0.9%+10.3%
2024------------3.2%-3.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.38% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.4%.

Detailed Metrics

Returns
Total Return
+26.65%
Annualized Return
+14.48%
Avg Monthly Return
+1.15%
Risk
Volatility (Annual)
+14.63%
Max Drawdown
+21.38%
Positive Months
73%
Average Drawdown
-3.6%
Risk-Adjusted
Sharpe Ratio
0.85
Risk-free rate: 2.0%
Sortino Ratio
0.79
Downside risk adjusted
Return/Volatility
0.99
Calmar Ratio
0.68
Return/Max Drawdown
Ulcer Index
5.02
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,665.16
Backtest Period
2024-12-12 to 2026-09-11
1.7 years
Rebalancing
none
Base Currency
EUR