HomePortfoliosAvantis vs DFA

Avantis vs DFA

Created byuser-znv05e
None Rebalancing
USD
Moderate Risk
0.9yr backtest
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Performance Summary

Total Return+17.65%
Annualized Return+19.32%
Volatility+11.66%
Sharpe Ratio1.49
Max Drawdown+7.86%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A globally diversified equity portfolio blending two core ETFs for broad market exposure and long-term growth potential.
AssetTypeAllocationTER
AVGC.LSE
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
50.0%0.22%
DDGC.LSE
Dimensional Global Core Equity UCITS ETF USD (Acc) • IE000EGGFVG6
ETF
50.0%0.26%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with $10,000 investment → now worth $11,764.51
Histogram of Monthly Returns
The portfolio had a positive return during 9 of the 12 months (75%)
Monthly Returns Heatmap
Best month: +9.3% • Worst month: -7.1% • Best year: 2026 (+14.0%) • Worst year: 2025 (+3.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.2%+2.3%-7.1%+9.3%+4.2%-0.1%+0.2%+3.9%-2.4%+0.5%--+14.0%
2025----------+1.4%+1.8%+3.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +7.86% • The longest drawdown period lasted for 2 months and was between August 2026 and October 2026. It reached a trough of -4.0%.

Detailed Metrics

Returns
Total Return
+17.65%
Annualized Return
+19.32%
Avg Monthly Return
+1.43%
Risk
Volatility (Annual)
+11.66%
Max Drawdown
+7.86%
Positive Months
75%
Average Drawdown
-1.7%
Risk-Adjusted
Sharpe Ratio
1.49
Risk-free rate: 2.0%
Sortino Ratio
1.57
Downside risk adjusted
Return/Volatility
1.66
Calmar Ratio
2.46
Return/Max Drawdown
Ulcer Index
2.13
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
$10,000
Final Value
$11,764.51
Backtest Period
2025-11-14 to 2026-10-16
0.9 years
Rebalancing
none
Base Currency
USD