A balanced 60/40 strategy combining US equity growth through the Vanguard S&P 500 UCITS ETF with stability from EUR-hedged global government bonds, designed for European passive investors seeking steady long-term returns with moderate risk.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 60.0% | 0.07% |
DBZB.XETRA Xtrackers II Global Government Bond UCITS ETF 1C EUR Hedged • LU0378818131 | ETF | 40.0% | 0.25% |
| Total | 100.0% | 0.14% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.3% | +0.4% | -3.2% | +5.2% | - | - | - | - | - | - | - | - | +2.0% |
| 2025 | +2.5% | -1.8% | -5.7% | -2.6% | +3.4% | +1.1% | +3.3% | -0.5% | +1.9% | +3.1% | -0.3% | -0.5% | +3.5% |
| 2024 | +2.2% | +2.3% | +2.5% | -2.1% | +0.8% | +4.7% | +0.4% | -0.2% | +1.4% | +1.1% | +5.8% | -1.0% | +19.2% |
| 2023 | +3.2% | -0.2% | +1.1% | +0.2% | +2.1% | +2.4% | +1.2% | +0.1% | -2.1% | -2.2% | +4.7% | +3.6% | +14.8% |
| 2022 | -4.2% | -1.6% | +2.6% | -3.0% | -2.8% | -4.2% | +7.6% | -2.1% | -4.7% | +2.7% | -0.7% | -4.7% | -14.6% |
| 2021 | +0.3% | +1.1% | +4.3% | +1.6% | -0.7% | +3.8% | +2.0% | +2.3% | -1.8% | +3.8% | +2.0% | +2.5% | +23.3% |
| 2020 | +1.4% | -4.9% | -5.4% | +6.4% | +1.0% | +0.7% | +0.6% | +3.4% | -0.8% | -1.5% | +4.6% | +0.7% | +5.7% |
| 2019 | +4.9% | +2.5% | +2.4% | +2.3% | -2.7% | +2.9% | +3.5% | -0.0% | +1.5% | -0.6% | +3.1% | +0.8% | +22.5% |
| 2018 | +0.4% | -0.7% | -2.4% | +1.8% | +3.1% | +0.6% | +1.4% | +2.5% | +0.2% | -2.8% | +0.7% | -5.4% | -0.8% |
| 2017 | -1.4% | +4.1% | -0.4% | -0.5% | -1.0% | -0.6% | -0.7% | -0.1% | +1.3% | +2.4% | +0.4% | +0.8% | +4.0% |
| 2016 | -3.2% | +1.6% | +0.6% | -0.7% | +3.2% | +1.0% | +2.2% | -0.2% | -0.4% | -0.1% | +3.9% | +1.7% | +9.8% |
| 2015 | +3.3% | +3.3% | +2.1% | -2.2% | +1.4% | -2.6% | +2.5% | -4.9% | -1.4% | +6.4% | +2.6% | -2.4% | +7.9% |
| 2014 | -0.1% | +1.6% | +0.3% | +0.2% | +3.0% | +1.2% | +1.1% | +3.6% | +2.0% | +1.7% | +2.8% | +2.2% | +21.2% |
| 2013 | +1.8% | +3.6% | +3.5% | -0.2% | +2.9% | -2.1% | +2.0% | -2.1% | +0.7% | +3.1% | +1.8% | +0.2% | +16.1% |
| 2012 | +1.7% | +1.6% | +2.0% | -0.0% | +0.8% | +0.8% | +3.6% | -0.1% | +0.0% | -1.8% | +0.5% | -1.0% | +8.2% |
| 2011 | -0.8% | +1.6% | -1.6% | -0.6% | +1.3% | -1.4% | +0.1% | -2.7% | +1.4% | +3.0% | +1.0% | +4.2% | +5.4% |
| 2010 | - | - | - | - | +0.2% | -1.5% | +2.2% | -1.5% | +5.5% | -0.9% | -12.7% | +2.3% | -7.2% |