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Marco Core Avantis

Created byuser-08i4nz

FIRE Projection

Annual Rebalancing

EUR

Moderate Risk

1.9yr backtest

Performance Summary

Total Return+38.70%

Annualized Return+18.33%

Volatility+14.35%

Sharpe Ratio1.14

Max Drawdown+21.34%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

100% equity ETF portfolio blending global value, small-cap, and emerging market stocks for diversified long-term growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
AVWC.XETRA Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5	IE000RJECXS5	Acc	ETF	70.0%	0.22%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	15.0%	0.39%
AEEM.PA Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370	LU1681045370	Acc	ETF	15.0%	0.2%
Total		Total			100.0%	0.24%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,870.25

Histogram of Monthly Returns

The portfolio had a positive return during 18 of the 24 months (75%)

Monthly Returns Heatmap

Best month: +8.4% • Worst month: -6.5% • Best year: 2026 (+19.5%) • Worst year: 2024 (+5.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+3.4%	+4.1%	-5.2%	+8.4%	+4.9%	+2.5%	-1.7%	+1.9%	+0.2%	-	-	-	+19.5%
2025	+4.5%	-2.3%	-6.5%	-4.8%	+6.2%	+1.0%	+4.3%	+1.1%	+2.3%	+3.2%	+0.8%	+1.0%	+10.4%
2024	-	-	-	-	-	-	-	-	-	+0.6%	+7.5%	-2.8%	+5.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.34% • 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

+38.70%

Annualized Return

+18.33%

Avg Monthly Return

+1.44%

Risk

Volatility (Annual)

+14.35%

Max Drawdown

+21.34%

Positive Months

75%

Average Drawdown

-3.4%

Risk-Adjusted

Sharpe Ratio

1.14

Risk-free rate: 2.0%

Sortino Ratio

1.07

Downside risk adjusted

Return/Volatility

1.28

Calmar Ratio

0.86

Return/Max Drawdown

Ulcer Index

4.76

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,870.25

Backtest Period

2024-10-01 to 2026-09-11
1.9 years

Rebalancing

annual

Base Currency

EUR