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Avantis

Avantis

Created byuser-t0wo6h
None Rebalancing
EUR
Moderate Risk
1.8yr backtest
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Performance Summary

Total Return+30.10%
Annualized Return+15.35%
Volatility+14.57%
Sharpe Ratio0.92
Max Drawdown+21.16%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Avantis diversified ETF portfolio in EUR offers global market exposure with a strategic buy-and-hold approach for long-term investors seeking passive growth.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
60.0%0.22%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
20.0%0.35%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
20.0%0.39%
Total100.0%0.28%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,009.73
Histogram of Monthly Returns
The portfolio had a positive return during 17 of the 23 months (74%)
Monthly Returns Heatmap
Best month: +8.1% • Worst month: -6.2% • Best year: 2026 (+20.8%) • Worst year: 2024 (-3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.6%+4.5%-5.4%+8.1%+5.1%+2.5%-2.2%+2.3%+0.8%+0.4%--+20.8%
2025+4.4%-2.1%-6.2%-4.8%+6.6%+1.0%+4.1%+1.4%+2.2%+3.0%+1.0%+1.1%+11.3%
2024------------3.2%-3.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.16% • The longest drawdown period lasted for 6 months and was between February 2025 and September 2025. It reached a trough of -21.2%.

Detailed Metrics

Returns
Total Return
+30.10%
Annualized Return
+15.35%
Avg Monthly Return
+1.22%
Risk
Volatility (Annual)
+14.57%
Max Drawdown
+21.16%
Positive Months
74%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
0.92
Risk-free rate: 2.0%
Sortino Ratio
0.86
Downside risk adjusted
Return/Volatility
1.05
Calmar Ratio
0.73
Return/Max Drawdown
Ulcer Index
4.71
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,009.73
Backtest Period
2024-12-12 to 2026-10-16
1.8 years
Rebalancing
none
Base Currency
EUR