Home PortfoliosWEBN + AVWS

WEBN + AVWS

Created byuser-l2m2uw

None Rebalancing

EUR

Moderate Risk

1.6yr backtest

Performance Summary

Total Return+24.47%

Annualized Return+14.89%

Volatility+15.06%

Sharpe Ratio0.86

Max Drawdown+21.58%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

A globally diversified ETF portfolio blending 80% broad world equities with 20% targeted small-cap value exposure for growth.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	80.0%	0.07%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	20.0%	0.39%
Total		Total			100.0%	0.13%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €12,446.64

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 19 months (74%)

Monthly Returns Heatmap

Best month: +8.3% • Worst month: -7.1% • Best year: 2025 (+9.3%) • Worst year: 2024 (+5.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.6%	+2.6%	-4.8%	+8.3%	-	-	-	-	-	-	-	-	+7.5%
2025	+4.2%	-2.5%	-7.1%	-4.4%	+6.4%	+0.9%	+4.6%	+0.7%	+2.2%	+3.9%	+0.2%	+0.7%	+9.3%
2024	-	-	-	-	-	-	-	-	-	+0.5%	+7.4%	-1.9%	+5.9%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +21.58% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.6%.

Detailed Metrics

Returns

Total Return

+24.47%

Annualized Return

+14.89%

Avg Monthly Return

+1.24%

Risk

Volatility (Annual)

+15.06%

Max Drawdown

+21.58%

Positive Months

74%

Average Drawdown

-4.0%

Risk-Adjusted

Sharpe Ratio

0.86

Risk-free rate: 2.0%

Sortino Ratio

0.78

Downside risk adjusted

Return/Volatility

0.99

Calmar Ratio

0.69

Return/Max Drawdown

Ulcer Index

5.47

Drawdown depth & duration

Martin Ratio

0.02

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€12,446.64

Backtest Period

2024-10-01 to 2026-04-30
1.6 years

Rebalancing

none

Base Currency

EUR