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AWP

Created byuser-7vuvtk

None Rebalancing

EUR

Moderate Risk

1.0yr backtest

Performance Summary

Total Return+18.44%

Annualized Return+18.40%

Volatility+11.19%

Sharpe Ratio1.47

Max Drawdown+9.07%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Bonds 10.0%Commodities 5.0%Precious Metals 5.0%

Holdings Details

AWP: A globally diversified ETF portfolio blending world equities, bonds, commodities, gold, and managed futures for robust, all-weather growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWRP.LSE Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	64.0%	0.19%
WLDS.LSE iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31	IE00BF4RFH31	Acc	ETF	8.0%	0.35%
VAGS.LSE Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulating • IE00BG47K971	IE00BG47K971	Acc	ETF	6.0%	0.08%
SXRS.XETRA iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12	IE00BDFL4P12	Acc	ETF	5.0%	0.19%
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403	LU2951555403	Acc	ETF	5.0%	0.75%
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602	IE00B4ND3602	Acc	ETF	5.0%	0.12%
IUS5.XETRA iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) • IE00B3B8PX14	IE00B3B8PX14	Acc	ETF	4.0%	0.2%
EUNI.XETRA iShares MSCI Emerging Market Small Cap UCITS • IE00B3F81G20	IE00B3F81G20	Dist	ETF	3.0%	0.74%
Total		Total			100.0%	0.24%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €11,844.22

Histogram of Monthly Returns

The portfolio had a positive return during 10 of the 13 months (77%)

Monthly Returns Heatmap

Best month: +4.6% • Worst month: -4.8% • Best year: 2025 (+15.9%) • Worst year: 2026 (+2.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.0%	+3.6%	-4.8%	+1.6%	-	-	-	-	-	-	-	-	+2.2%
2025	-	-	-	-3.4%	+3.9%	+1.8%	+4.6%	+0.1%	+3.5%	+4.6%	-0.1%	+0.1%	+15.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +9.07% • The longest drawdown period lasted for 1 month and was between November 2025 and January 2026. It reached a trough of -3.2%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (3.0% of total allocation)

Total Dividends Received

€3.17

1 payment

Dividend Yield

0.03%

(annualized)

Avg Per Payment

€3.17

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown

Dividend income per calendar year

Year	Dividends	Yield	Payments
2025	€3.17	0.03%	1
Total	€3.17	0.03%	1

Detailed Metrics

Returns

Total Return

+18.44%

Annualized Return

+18.40%

Avg Monthly Return

+1.35%

Risk

Volatility (Annual)

+11.19%

Max Drawdown

+9.07%

Positive Months

77%

Average Drawdown

-1.6%

Risk-Adjusted

Sharpe Ratio

1.47

Risk-free rate: 2.0%

Sortino Ratio

1.29

Downside risk adjusted

Return/Volatility

1.64

Calmar Ratio

2.03

Return/Max Drawdown

Ulcer Index

2.03

Drawdown depth & duration

Martin Ratio

0.08

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€11,844.22

Backtest Period

2025-04-01 to 2026-04-02
1.0 years

Rebalancing

none

Base Currency

EUR