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Marco core 2

Created byuser-08i4nz
Annual Rebalancing
EUR
Moderate Risk
2.0yr backtest
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Performance Summary

Total Return+39.88%
Annualized Return+17.89%
Volatility+14.06%
Sharpe Ratio1.13
Max Drawdown+21.14%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Value-focused global equity ETF portfolio with 85% developed markets and 15% emerging markets exposure for long-term growth.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
85.0%0.22%
AEEM.PA
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370
ETF
15.0%0.2%
Total100.0%0.22%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,988.36
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 25 months (76%)
Monthly Returns Heatmap
Best month: +8.6% • Worst month: -6.7% • Best year: 2026 (+20.2%) • Worst year: 2024 (+5.2%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.1%+3.7%-5.6%+8.6%+5.4%+2.4%-1.9%+2.0%+1.2%+0.5%--+20.2%
2025+4.6%-2.1%-6.7%-4.5%+6.1%+1.1%+4.5%+0.4%+2.6%+3.6%+0.5%+0.9%+10.6%
2024---------+0.6%+7.2%-2.4%+5.2%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.14% • 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
+39.88%
Annualized Return
+17.89%
Avg Monthly Return
+1.42%
Risk
Volatility (Annual)
+14.06%
Max Drawdown
+21.14%
Positive Months
76%
Average Drawdown
-3.3%
Risk-Adjusted
Sharpe Ratio
1.13
Risk-free rate: 2.0%
Sortino Ratio
1.07
Downside risk adjusted
Return/Volatility
1.27
Calmar Ratio
0.85
Return/Max Drawdown
Ulcer Index
4.61
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,988.36
Backtest Period
2024-10-01 to 2026-10-16
2.0 years
Rebalancing
annual
Base Currency
EUR