VWCE + avws

World

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A 100% equity ETF portfolio with 90% global stocks and 10% small-cap value for diversified long-term growth worldwide.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80	IE00BK5BQT80	Acc	ETF	90.0%	0.19%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	10.0%	0.39%
Total		Total			100.0%	0.21%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,377.85

Histogram of Monthly Returns

The portfolio had a positive return during 17 of the 24 months (71%)

Monthly Returns Heatmap

Best month: +8.4% • Worst month: -7.1% • Best year: 2026 (+15.6%) • Worst year: 2024 (+6.1%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.6%	+2.2%	-5.1%	+8.4%	+5.5%	+1.5%	-1.1%	+2.1%	+0.1%	-	-	-	+15.6%
2025	+4.2%	-2.4%	-7.1%	-4.2%	+6.2%	+0.9%	+4.6%	+0.2%	+2.6%	+4.0%	-0.1%	+0.5%	+9.0%
2024	-	-	-	-	-	-	-	-	-	+0.6%	+7.0%	-1.5%	+6.1%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.26% • 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

+33.78%

Annualized Return

+16.15%

Avg Monthly Return

+1.29%

Risk

Volatility (Annual)

+14.16%

Max Drawdown

+21.26%

Positive Months

71%

Average Drawdown

-3.4%

Risk-Adjusted

Sharpe Ratio

1.00

Risk-free rate: 2.0%

Sortino Ratio

0.94

Downside risk adjusted

Return/Volatility

1.14

Calmar Ratio

0.76

Return/Max Drawdown

Ulcer Index

4.85

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,377.85

Backtest Period

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

Rebalancing

none

Base Currency

EUR

Performance Summary

Holdings

Performance

Detailed Metrics