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Mix

Created byuser-txt449
None Rebalancing
EUR
Moderate Risk
2.0yr backtest
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Performance Summary

Total Return+38.76%
Annualized Return+17.42%
Volatility+12.99%
Sharpe Ratio1.19
Max Drawdown+20.16%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A diversified global equity ETF portfolio blending core world stocks, dividend leaders, and small-cap value for balanced growth.
AssetTypeAllocationTER
WEBN.XETRA
Amundi Prime All Country World UCITS ETF Acc • IE0003XJA0J9
ETF
75.0%0.07%
VDIV.XETRA
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594
ETF
15.0%0.38%
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
10.0%0.39%
Total100.0%0.15%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €13,876.38
Histogram of Monthly Returns
The portfolio had a positive return during 19 of the 25 months (76%)
Monthly Returns Heatmap
Best month: +7.1% • Worst month: -6.3% • Best year: 2026 (+17.9%) • Worst year: 2024 (+5.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.7%+2.9%-4.2%+7.1%+4.3%+1.4%-0.0%+1.9%+1.0%+0.9%--+17.9%
2025+4.5%-1.4%-6.3%-4.1%+6.0%+0.6%+4.4%+0.6%+2.2%+3.9%+0.5%+1.0%+11.7%
2024---------+0.4%+6.5%-1.4%+5.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +20.16% • The longest drawdown period lasted for 7 months and was between February 2025 and September 2025. It reached a trough of -20.2%.

Dividend Income

Summary
This portfolio contains 1 distributing ETF (15.0% of total allocation)

Total Dividends Received

€136.66

8 payments

Dividend Yield

0.58%

(annualized)

Avg Per Payment

€17.08

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
2026€57.02
2025€66.73
2024€12.91
Total€136.66

Detailed Metrics

Returns
Total Return
+38.76%
Annualized Return
+17.42%
Avg Monthly Return
+1.37%
Risk
Volatility (Annual)
+12.99%
Max Drawdown
+20.16%
Positive Months
76%
Average Drawdown
-2.9%
Risk-Adjusted
Sharpe Ratio
1.19
Risk-free rate: 2.0%
Sortino Ratio
1.10
Downside risk adjusted
Return/Volatility
1.34
Calmar Ratio
0.86
Return/Max Drawdown
Ulcer Index
4.19
Drawdown depth & duration
Martin Ratio
0.04
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€13,876.38
Backtest Period
2024-10-01 to 2026-10-16
2.0 years
Rebalancing
none
Base Currency
EUR