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Marco Core Avantis

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

Total Return+40.02%
Annualized Return+17.95%
Volatility+14.09%
Sharpe Ratio1.13
Max Drawdown+21.38%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
100% equity ETF portfolio blending global value, small-cap value, and emerging markets stocks for diversified long-term growth.
AssetTypeAllocationTER
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
78.0%0.22%
AEEM.PA
Amundi MSCI Emerging Markets Swap UCITS ETF EUR Acc • LU1681045370
ETF
12.0%0.2%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
Total100.0%0.23%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,002.47
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 25 months (76%)
Monthly Returns Heatmap
Best month: +8.3% • Worst month: -6.7% • Best year: 2026 (+20.6%) • Worst year: 2024 (+5.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.2%+3.9%-5.2%+8.3%+4.9%+2.5%-1.6%+1.9%+0.8%+0.7%--+20.6%
2025+4.6%-2.3%-6.7%-4.7%+6.2%+1.0%+4.4%+0.9%+2.3%+3.3%+0.8%+0.9%+10.1%
2024---------+0.7%+7.6%-2.8%+5.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +21.38% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -21.4%.

Detailed Metrics

Returns
Total Return
+40.02%
Annualized Return
+17.95%
Avg Monthly Return
+1.42%
Risk
Volatility (Annual)
+14.09%
Max Drawdown
+21.38%
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
0.84
Return/Max Drawdown
Ulcer Index
4.68
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,002.47
Backtest Period
2024-10-01 to 2026-10-16
2.0 years
Rebalancing
annual
Base Currency
EUR