HomePortfoliosWEBN/AVWS 90/10

WEBN/AVWS 90/10

All World including small caps

Created byuser-po16t9
None Rebalancing
EUR
Moderate Risk
1.8yr backtest

Performance Summary

Total Return+31.82%
Annualized Return+16.49%
Volatility+14.56%
Sharpe Ratio1.00
Max Drawdown+21.40%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity portfolio with 90% all-world ETF and 10% small-cap value ETF for a diversified, long-term growth strategy.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
90.0%0.07%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
Total100.0%0.10%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,182.28
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 22 months (68%)
Monthly Returns Heatmap
Best month: +8.6% • Worst month: -7.2% • Best year: 2026 (+13.7%) • Worst year: 2024 (+5.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.2%+2.1%-5.0%+8.6%+5.5%+1.5%-0.4%-----+13.7%
2025+4.2%-2.4%-7.2%-4.2%+6.4%+0.9%+4.8%+0.1%+2.5%+4.3%-0.2%+0.6%+9.5%
2024---------+0.4%+6.9%-1.4%+5.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.40% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.4%.

Detailed Metrics

Returns
Total Return
+31.82%
Annualized Return
+16.49%
Avg Monthly Return
+1.34%
Risk
Volatility (Annual)
+14.56%
Max Drawdown
+21.40%
Positive Months
68%
Average Drawdown
-3.6%
Risk-Adjusted
Sharpe Ratio
1.00
Risk-free rate: 2.0%
Sortino Ratio
0.92
Downside risk adjusted
Return/Volatility
1.13
Calmar Ratio
0.77
Return/Max Drawdown
Ulcer Index
5.07
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,182.28
Backtest Period
2024-10-01 to 2026-07-24
1.8 years
Rebalancing
none
Base Currency
EUR