HomePortfoliosAvantis 75/15/10

Avantis 75/15/10

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

Total Return+29.19%
Annualized Return+14.91%
Volatility+14.42%
Sharpe Ratio0.90
Max Drawdown+21.22%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Global equity ETF portfolio with value tilts, covering developed, emerging markets, and small caps for diversified growth.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
75.0%0.22%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
15.0%0.35%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
Total100.0%0.26%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,918.86
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: -6.5% • Best year: 2026 (+20.3%) • Worst year: 2024 (-3.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.2%+4.0%-5.3%+8.1%+5.2%+2.5%-2.0%+2.2%+1.0%+0.5%--+20.3%
2025+4.5%-2.1%-6.5%-4.6%+6.5%+0.9%+4.3%+1.0%+2.2%+3.2%+0.9%+1.0%+10.8%
2024------------3.1%-3.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.22% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.2%.

Detailed Metrics

Returns
Total Return
+29.19%
Annualized Return
+14.91%
Avg Monthly Return
+1.19%
Risk
Volatility (Annual)
+14.42%
Max Drawdown
+21.22%
Positive Months
74%
Average Drawdown
-3.5%
Risk-Adjusted
Sharpe Ratio
0.90
Risk-free rate: 2.0%
Sortino Ratio
0.84
Downside risk adjusted
Return/Volatility
1.03
Calmar Ratio
0.70
Return/Max Drawdown
Ulcer Index
4.79
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,918.86
Backtest Period
2024-12-12 to 2026-10-16
1.8 years
Rebalancing
none
Base Currency
EUR