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Andbank Agresivo

Created byuser-qaa8hn
Annual Rebalancing
EUR
Moderate Risk
1.1yr backtest

Performance Summary

Total Return+40.26%
Annualized Return+36.84%
Volatility+10.71%
Sharpe Ratio3.25
Max Drawdown+6.53%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Diversified global equity portfolio with core developed market ETFs, plus targeted allocations to emerging markets, healthcare, and China for growth.
AssetTypeAllocationTER
IE00BYX5NX33
Fidelity MSCI World Index P EUR ACC • IE00BYX5NX33
FUND
28.5%0.12%
LU1295554833
Capital Group New Perspective Fund (lux) Z • LU1295554833
FUND
28.5%0.74%
LU0940007189
Robeco QI Emerging Markets Active Equities F € • LU0940007189
FUND
6.8%0.75%
LU0918140210
T. Rowe Price Funds SICAV - US Smaller Companies Equity Fund A EUR • LU0918140210
FUND
6.5%1.85%
ES0165243025
Myinvestor Value C FI • ES0165243025
FUND
6.5%0.3%
ES0146309002
HOROS VALUE INTERNACIONAL • ES0146309002
FUND
5.0%1.8%
LU1598719752
COBAS LUX SICAV - COBAS INTERNATIONAL FUND • LU1598719752
FUND
5.0%1.75%
IE00B3K83P04
Polar Capital Funds Plc - Polar Capital Healthcare Opportunities Fund I Inc • IE00B3K83P04
FUND
5.0%1.05%
ES0112611001
AZVALOR INTERNACIONAL • ES0112611001
FUND
5.0%1.85%
LU2053547605
Pictet-China Index IS EUR • LU2053547605
FUND
3.2%0.3%
Total100.0%0.77%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €14,026.15
Histogram of Monthly Returns
The portfolio had a positive return during 12 of the 14 months (86%)
Monthly Returns Heatmap
Best month: +8.4% • Worst month: -4.7% • Best year: 2025 (+29.4%) • Worst year: 2026 (+8.4%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+2.8%+2.0%-4.7%+6.4%+1.9%-------+8.4%
2025---+8.4%+5.8%+1.2%+3.8%+0.8%+2.7%+3.5%-0.1%+0.3%+29.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +6.53% • The longest drawdown period lasted for 1 month and was between February 2026 and April 2026. It reached a trough of -6.5%.

Detailed Metrics

Returns
Total Return
+40.26%
Annualized Return
+36.84%
Avg Monthly Return
+2.49%
Risk
Volatility (Annual)
+10.71%
Max Drawdown
+6.53%
Positive Months
86%
Average Drawdown
-1.3%
Risk-Adjusted
Sharpe Ratio
3.25
Risk-free rate: 2.0%
Sortino Ratio
3.26
Downside risk adjusted
Return/Volatility
3.44
Calmar Ratio
5.64
Return/Max Drawdown
Ulcer Index
1.57
Drawdown depth & duration
Martin Ratio
0.22
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€14,026.15
Backtest Period
2025-04-08 to 2026-05-07
1.1 years
Rebalancing
annual
Base Currency
EUR