Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 100.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +0.7% | -6.9% | +15.6% | +8.4% | - | - | - | - | - | - | - | +19.4% |
| 2025 | +5.9% | -1.9% | -9.1% | -1.6% | +7.6% | +0.3% | +2.6% | -1.2% | +4.2% | +2.1% | -0.9% | +1.1% | +8.4% |
| 2024 | +7.5% | +8.7% | +5.0% | -2.4% | +2.4% | +6.6% | -3.2% | -0.3% | +1.3% | +2.2% | +6.9% | -1.2% | +37.9% |
| 2023 | -0.9% | -0.4% | -1.7% | +1.3% | -1.6% | +4.1% | +1.4% | +0.5% | -1.5% | -2.2% | +5.8% | +3.5% | +8.1% |
| 2022 | -8.2% | -1.2% | +6.6% | -5.6% | -4.0% | -5.5% | +7.0% | -0.3% | -4.3% | +7.6% | +0.0% | -4.9% | -13.6% |
| 2021 | +2.1% | -0.2% | +2.9% | +4.4% | -3.1% | +4.3% | +1.8% | +3.8% | -1.5% | +7.0% | -0.4% | +1.4% | +24.5% |
| 2020 | +3.6% | -7.9% | -7.2% | +8.6% | +2.9% | +3.9% | +1.7% | +6.5% | -0.8% | -3.0% | +6.2% | +2.3% | +16.4% |
| 2019 | +6.6% | +4.9% | +3.5% | +3.5% | -2.6% | +3.5% | +4.4% | +0.2% | +0.3% | -1.2% | +4.0% | +1.1% | +31.5% |
| 2018 | +3.6% | +0.8% | -5.1% | +4.2% | +5.9% | -0.3% | +1.4% | +5.0% | +1.3% | -7.6% | +0.5% | -8.3% | +0.3% |
| 2017 | +0.1% | +4.7% | +1.4% | -0.2% | +0.8% | -0.9% | -0.2% | +0.3% | +3.1% | +6.0% | -0.4% | +0.6% | +16.1% |
| 2016 | -5.1% | -0.3% | -0.1% | -1.5% | +5.8% | +2.4% | +2.4% | -2.6% | +0.4% | -0.8% | +4.7% | +1.9% | +7.0% |
| 2015 | +6.8% | +5.5% | +3.8% | -3.8% | +3.0% | -2.6% | +4.0% | -7.8% | -3.6% | +8.4% | +4.9% | -2.4% | +15.8% |
| 2014 | - | - | - | - | - | - | - | - | - | +0.2% | +7.7% | +2.3% | +10.4% |