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AWP

Created byuser-7vuvtk
None Rebalancing
EUR
Moderate Risk
Multi-currency
1.5yr backtest
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Performance Summary

Total Return+30.01%
Annualized Return+18.56%
Volatility+11.16%
Sharpe Ratio1.48
Max Drawdown+10.66%

Holdings

Asset Allocation

Asset Class

Equity 80.0%Bonds 10.0%Commodities 5.0%Precious Metals 5.0%
Holdings Details
AWP: A globally diversified ETF portfolio blending world equities, bonds, commodities, gold, and managed futures for robust, all-weather growth.
AssetTypeAllocationTER
VWRP.LSE
Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80
ETF
64.0%0.19%
WLDS.LSE
iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31
ETF
8.0%0.35%
VAGS.LSE
Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulating • IE00BG47K971
ETF
6.0%0.08%
SXRS.XETRA
iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12
ETF
5.0%0.19%
DBMFE.PA
iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403
ETF
5.0%0.75%
PPFB.XETRA
iShares Physical Gold ETC • IE00B4ND3602
ETF
5.0%0.12%
IUS5.XETRA
iShares Global Inflation Linked Government Bond UCITS ETF USD (Acc) • IE00B3B8PX14
ETF
4.0%0.2%
EUNI.XETRA
iShares MSCI Emerging Market Small Cap UCITS • IE00B3F81G20
ETF
3.0%0.74%
Total100.0%0.24%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,000.89
Histogram of Monthly Returns
The portfolio had a positive return during 15 of the 19 months (79%)
Monthly Returns Heatmap
Best month: +6.6% • Worst month: -4.7% • Best year: 2026 (+16.0%) • Worst year: 2025 (+12.0%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.6%+2.7%-4.6%+6.6%+4.2%+0.4%-1.4%+2.8%+1.4%+0.6%--+16.0%
2025----4.7%+4.5%+0.4%+4.0%+0.0%+2.9%+4.2%+0.0%+0.5%+12.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +10.66% • The longest drawdown period lasted for 1 month and was between November 2025 and December 2025. It reached a trough of -2.9%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (3.0% of total allocation)

Total Dividends Received

€3.17

1 payment

Dividend Yield

0.02%

(annualized)

Avg Per Payment

€3.17

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown
Dividend income per calendar year
YearDividends
2025€3.17
Total€3.17

Detailed Metrics

Returns
Total Return
+30.01%
Annualized Return
+18.56%
Avg Monthly Return
+1.43%
Risk
Volatility (Annual)
+11.16%
Max Drawdown
+10.66%
Positive Months
79%
Average Drawdown
-1.4%
Risk-Adjusted
Sharpe Ratio
1.48
Risk-free rate: 2.0%
Sortino Ratio
1.37
Downside risk adjusted
Return/Volatility
1.66
Calmar Ratio
1.74
Return/Max Drawdown
Ulcer Index
1.99
Drawdown depth & duration
Martin Ratio
0.08
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,000.89
Backtest Period
2025-04-01 to 2026-10-16
1.5 years
Rebalancing
none
Base Currency
EUR