WEBN/AVWS 90/10

All World including small caps

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.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
WEBN.XETRA Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9	IE0003XJA0J9	Acc	ETF	90.0%	0.07%
AVWS.XETRA Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3	IE0003R87OG3	Acc	ETF	10.0%	0.39%
Total		Total			100.0%	0.10%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,031.11

Histogram of Monthly Returns

The portfolio had a positive return during 14 of the 21 months (67%)

Monthly Returns Heatmap

Best month: +8.6% • Worst month: -7.2% • Best year: 2026 (+12.4%) • Worst year: 2024 (+5.9%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+1.2%	+2.1%	-5.0%	+8.6%	+5.5%	-0.1%	-	-	-	-	-	-	+12.4%
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

+30.31%

Annualized Return

+16.91%

Avg Monthly Return

+1.35%

Risk

Volatility (Annual)

+14.81%

Max Drawdown

+21.40%

Positive Months

67%

Average Drawdown

-3.8%

Risk-Adjusted

Sharpe Ratio

1.01

Risk-free rate: 2.0%

Sortino Ratio

0.93

Downside risk adjusted

Return/Volatility

1.14

Calmar Ratio

0.79

Return/Max Drawdown

Ulcer Index

5.24

Drawdown depth & duration

Martin Ratio

0.03

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,031.11

Backtest Period

2024-10-01 to 2026-06-12
1.7 years

Rebalancing

none

Base Currency

EUR

Performance Summary

Holdings

Performance

Detailed Metrics