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Pollas

Created byuser-d8xuqg
Annual Rebalancing
EUR
Moderate Risk
2.0yr backtest
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Performance Summary

Total Return+40.51%
Annualized Return+18.14%
Volatility+14.98%
Sharpe Ratio1.08
Max Drawdown+22.77%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A globally diversified equity portfolio built with two low-cost ETFs targeting both broad market and small-cap value stocks.
AssetTypeAllocationTER
AVWS.XETRA
Avantis Global Small Cap Value UCITS ETF USD Acc • IE0003R87OG3
ETF
50.0%0.39%
AVWC.XETRA
Avantis Global Equity UCITS ETF USD Acc • IE000RJECXS5
ETF
50.0%0.22%
Total100.0%0.30%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,050.82
Histogram of Monthly Returns
The portfolio had a positive return during 18 of the 25 months (72%)
Monthly Returns Heatmap
Best month: +9.5% • Worst month: -6.9% • Best year: 2026 (+22.1%) • Worst year: 2024 (+6.1%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+3.4%+4.8%-3.8%+7.2%+3.3%+2.9%-0.1%+1.4%-0.4%+1.8%--+22.1%
2025+4.6%-3.1%-6.9%-5.5%+6.7%+0.5%+3.9%+2.8%+0.8%+1.9%+2.1%+1.1%+8.5%
2024---------+1.1%+9.5%-4.2%+6.1%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +22.77% • The longest drawdown period lasted for 11 months and was between November 2024 and October 2025. It reached a trough of -22.8%.

Detailed Metrics

Returns
Total Return
+40.51%
Annualized Return
+18.14%
Avg Monthly Return
+1.44%
Risk
Volatility (Annual)
+14.98%
Max Drawdown
+22.77%
Positive Months
72%
Average Drawdown
-3.8%
Risk-Adjusted
Sharpe Ratio
1.08
Risk-free rate: 2.0%
Sortino Ratio
1.02
Downside risk adjusted
Return/Volatility
1.21
Calmar Ratio
0.80
Return/Max Drawdown
Ulcer Index
5.33
Drawdown depth & duration
Martin Ratio
0.03
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,050.82
Backtest Period
2024-10-01 to 2026-10-16
2.0 years
Rebalancing
annual
Base Currency
EUR