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Avantis 85/15

Avantis All World

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

Total Return+29.08%
Annualized Return+14.86%
Volatility+14.39%
Sharpe Ratio0.89
Max Drawdown+21.09%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified ETF portfolio with 85% global equities and 15% emerging markets for broad, value-oriented growth exposure.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
85.0%0.22%
AVEM.XETRA
Avantis Emerging Markets Equity UCITS ETF USD Acc • IE000K975W13
ETF
15.0%0.35%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €12,908.33
Histogram of Monthly Returns
The portfolio had a positive return during 17 of the 23 months (74%)
Monthly Returns Heatmap
Best month: +8.2% • Worst month: -6.7% • Best year: 2026 (+19.9%) • Worst year: 2024 (-2.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.0%+3.8%-5.5%+8.2%+5.4%+2.4%-2.2%+2.2%+1.2%+0.4%--+19.9%
2025+4.6%-2.0%-6.7%-4.5%+6.4%+0.9%+4.4%+0.5%+2.4%+3.4%+0.7%+0.9%+10.9%
2024------------2.9%-2.9%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.09% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.1%.

Detailed Metrics

Returns
Total Return
+29.08%
Annualized Return
+14.86%
Avg Monthly Return
+1.18%
Risk
Volatility (Annual)
+14.39%
Max Drawdown
+21.09%
Positive Months
74%
Average Drawdown
-3.4%
Risk-Adjusted
Sharpe Ratio
0.89
Risk-free rate: 2.0%
Sortino Ratio
0.83
Downside risk adjusted
Return/Volatility
1.03
Calmar Ratio
0.70
Return/Max Drawdown
Ulcer Index
4.77
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€12,908.33
Backtest Period
2024-12-12 to 2026-10-16
1.8 years
Rebalancing
none
Base Currency
EUR