HomePortfoliosPortfolio

Portfolio

KISS + Small Cap Value

Created byuser-uyft03
Annual Rebalancing
EUR
Moderate Risk
1.5yr backtest

Performance Summary

Total Return+17.03%
Annualized Return+11.05%
Volatility+15.17%
Sharpe Ratio0.60
Max Drawdown+21.53%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified small cap value ETF portfolio in EUR with annual rebalancing for long-term growth and market outperformance potential.
AssetTypeAllocationTER
SPYY.XETRA
SPDR MSCI All Country World UCITS ETF (Acc) • IE00B44Z5B48
ETF
85.0%0.12%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
15.0%0.39%
Total100.0%0.16%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €11,703.49
Histogram of Monthly Returns
The portfolio had a positive return during 13 of the 19 months (68%)
Monthly Returns Heatmap
Best month: +7.2% • Worst month: -7.2% • Best year: 2025 (+9.2%) • Worst year: 2026 (+0.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.7%+2.4%-4.9%+2.0%--------+0.9%
2025+4.3%-2.4%-7.2%-4.3%+6.3%+1.0%+4.5%+0.4%+2.5%+4.0%-0.0%+0.6%+9.2%
2024---------+0.8%+7.2%-1.8%+6.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.53% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.5%.

Detailed Metrics

Returns
Total Return
+17.03%
Annualized Return
+11.05%
Avg Monthly Return
+0.90%
Risk
Volatility (Annual)
+15.17%
Max Drawdown
+21.53%
Positive Months
68%
Average Drawdown
-4.1%
Risk-Adjusted
Sharpe Ratio
0.60
Risk-free rate: 2.0%
Sortino Ratio
0.54
Downside risk adjusted
Return/Volatility
0.73
Calmar Ratio
0.51
Return/Max Drawdown
Ulcer Index
5.58
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€11,703.49
Backtest Period
2024-10-01 to 2026-04-02
1.5 years
Rebalancing
annual
Base Currency
EUR