Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
VGEA.XETRA Vanguard EUR Eurozone Government Bond UCITS ETF Accumulating • IE00BH04GL39 | ETF | 20.0% | 0.07% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +1.7% | -5.1% | +7.7% | +4.5% | - | - | - | - | - | - | - | +10.0% |
| 2025 | +3.8% | -1.9% | -6.6% | -3.3% | +5.3% | +0.9% | +4.2% | -0.3% | +2.7% | +4.0% | -0.4% | +0.3% | +8.3% |
| 2024 | +2.4% | +3.1% | +3.2% | -1.7% | +0.9% | +4.3% | +0.5% | -0.3% | +1.7% | +0.6% | +6.1% | -1.1% | +21.5% |
| 2023 | +4.6% | -0.3% | +0.5% | -0.0% | +2.0% | +3.1% | +2.2% | -0.8% | -1.6% | -3.0% | +5.3% | +3.8% | +16.6% |
| 2022 | -4.1% | -2.0% | +3.0% | -2.5% | -3.1% | -5.3% | +8.3% | -2.0% | -5.7% | +3.0% | +1.5% | -5.3% | -14.2% |
| 2021 | +0.7% | +2.0% | +4.8% | +1.0% | -0.1% | +3.7% | +0.9% | +2.4% | -1.7% | +3.7% | +0.5% | +2.9% | +22.7% |
| 2020 | -0.1% | -6.6% | -9.5% | +7.5% | +1.7% | +2.1% | +0.0% | +4.3% | -0.5% | -1.4% | +7.1% | +1.8% | +5.3% |
| 2019 | - | - | - | - | - | - | +0.1% | -0.9% | +2.5% | -0.3% | +3.2% | +1.6% | +6.4% |