HomePortfoliosAvantis 85/15

Avantis 85/15

Avantis All World

Created byuser-po16t9
None Rebalancing
EUR
Moderate Risk
1.6yr backtest

Performance Summary

Total Return+24.56%
Annualized Return+14.78%
Volatility+15.02%
Sharpe Ratio0.85
Max Drawdown+21.09%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio with 85% global equities and 15% emerging markets for broad, value-oriented growth exposure.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
85.0%0.22%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
15.0%0.35%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,456.25
Histogram of Monthly Returns
The portfolio had a positive return during 14 of the 20 months (70%)
Monthly Returns Heatmap
Best month: +8.2% • Worst month: -6.7% • Best year: 2026 (+15.7%) • Worst year: 2024 (-2.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+3.8%-5.5%+8.2%+5.4%+2.4%-1.9%-----+15.7%
2025+4.6%-2.0%-6.7%-4.5%+6.4%+0.9%+4.4%+0.5%+2.4%+3.4%+0.7%+0.9%+10.9%
2024------------2.9%-2.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.09% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.1%.

Detailed Metrics

Returns
Total Return
+24.56%
Annualized Return
+14.78%
Avg Monthly Return
+1.18%
Risk
Volatility (Annual)
+15.02%
Max Drawdown
+21.09%
Positive Months
70%
Average Drawdown
-3.7%
Risk-Adjusted
Sharpe Ratio
0.85
Risk-free rate: 2.0%
Sortino Ratio
0.79
Downside risk adjusted
Return/Volatility
0.98
Calmar Ratio
0.70
Return/Max Drawdown
Ulcer Index
5.10
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,456.25
Backtest Period
2024-12-12 to 2026-07-17
1.6 years
Rebalancing
none
Base Currency
EUR