HomePortfoliosSwedbank global

Swedbank global

None Rebalancing
SEK
Moderate Risk
5.7yr backtest

Performance Summary

Total Return+120.48%
Annualized Return+14.89%
Volatility+14.05%
Sharpe Ratio0.92
Max Drawdown+23.77%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% global equity portfolio investing in Swedbank Robur Access Edge Global A for diversified worldwide market exposure.
AssetTypeAllocationTER
SE0014429353
Swedbank Robur Access Edge Global ASE0014429353
FUND
100.0%0.2%
Total100.0%0.20%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €22,048
Histogram of Monthly Returns
The portfolio had a positive return during 45 of the 69 months (65%)
Monthly Returns Heatmap
Best month: +8.7% • Worst month: -10.5% • Best year: 2021 (+35.4%) • Worst year: 2022 (-7.9%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.7%+2.4%-1.8%+6.9%+4.4%-------+9.2%
2025+4.2%-6.1%-10.5%-3.3%+6.7%+3.2%+5.3%-1.4%+2.2%+3.1%-0.2%-0.9%+0.9%
2024+4.7%+2.8%+6.8%-0.3%-0.7%+3.4%+2.4%-1.6%+0.5%+3.4%+5.4%-1.1%+28.3%
2023+7.5%-2.0%+1.2%+1.2%+6.0%+4.1%+0.5%+1.5%-4.7%-2.0%+3.4%+1.6%+19.1%
2022-4.2%-1.0%+2.6%-2.7%-2.5%-4.9%+8.0%+1.1%-5.5%+5.2%+0.4%-3.8%-7.9%
2021+2.0%+1.8%+7.8%+1.5%+0.3%+3.6%+2.8%+2.5%-1.7%+1.6%+5.1%+3.6%+35.4%
2020--------+1.1%-5.1%+8.7%+0.7%+5.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +23.77% • The longest drawdown period lasted for 1 year and 2 months and was between February 2025 and April 2026. It reached a trough of -23.8%.

Detailed Metrics

Returns
Total Return
+120.48%
Annualized Return
+14.89%
Avg Monthly Return
+1.22%
Risk
Volatility (Annual)
+14.05%
Max Drawdown
+23.77%
Positive Months
65%
Average Drawdown
-4.3%
Risk-Adjusted
Sharpe Ratio
0.92
Risk-free rate: 2.0%
Sortino Ratio
0.88
Downside risk adjusted
Return/Volatility
1.06
Calmar Ratio
0.63
Return/Max Drawdown
Ulcer Index
5.50
Drawdown depth & duration
Martin Ratio
0.02
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
22,048
Backtest Period
2020-09-15 to 2026-05-28
5.7 years
Rebalancing
none
Base Currency
SEK
Swedbank global | +14.9% CAGR | ETF Backtest