Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWD.XETRA Xtrackers MSCI World UCITS ETF 1C • IE00BJ0KDQ92 | ETF | 70.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 20.0% | 0.18% |
C50.PA Amundi Core EURO STOXX 50 UCITS ETF EUR Acc • LU1681047236 | ETF | 10.0% | 0.09% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | +1.8% | -5.8% | +2.1% | - | - | - | - | - | - | - | - | -0.5% |
| 2025 | +4.4% | -1.8% | -7.0% | -3.6% | +6.0% | +1.0% | +4.4% | -0.3% | +3.0% | +4.3% | -0.5% | +0.5% | +10.0% |
| 2024 | +2.8% | +3.8% | +3.7% | -1.7% | +1.1% | +4.4% | +0.1% | -0.2% | +1.7% | +0.5% | +6.0% | -0.8% | +23.3% |
| 2023 | +5.5% | +0.1% | +0.3% | +0.0% | +1.9% | +3.7% | +2.6% | -1.3% | -1.6% | -3.6% | +6.1% | +3.8% | +18.6% |
| 2022 | -4.4% | -2.4% | +3.5% | -2.3% | -3.0% | -6.3% | +8.8% | -1.5% | -6.2% | +3.8% | +2.1% | -5.4% | -13.4% |
| 2021 | +0.9% | +3.1% | +5.5% | +1.5% | +0.1% | +4.2% | +0.7% | +2.8% | -1.9% | +4.5% | -0.1% | +3.8% | +27.9% |
| 2020 | -0.9% | -8.1% | -11.9% | +9.1% | +2.2% | +2.8% | +0.0% | +5.1% | -0.9% | -2.4% | +10.1% | +2.0% | +5.0% |
| 2019 | +7.8% | +3.2% | +2.4% | +3.5% | -5.1% | +4.0% | +2.9% | -2.0% | +3.4% | +0.2% | +3.9% | +2.2% | +29.2% |
| 2018 | +1.8% | -2.3% | -3.1% | +3.4% | +2.5% | -0.7% | +2.6% | +0.5% | +0.6% | -5.3% | +1.0% | -7.2% | -6.6% |
| 2017 | -0.2% | +4.9% | +1.2% | -0.3% | -0.9% | -0.9% | -0.3% | -0.5% | +2.7% | +3.6% | -0.6% | +1.2% | +10.1% |
| 2016 | -6.7% | +0.1% | +2.4% | -0.1% | +3.1% | -0.8% | +4.4% | +0.5% | +0.1% | +0.9% | +3.7% | +2.7% | +10.4% |
| 2015 | +6.6% | +6.1% | +2.9% | -0.9% | +1.1% | -4.0% | +1.6% | -8.7% | -3.2% | +9.4% | +3.2% | -4.5% | +8.4% |
| 2014 | - | - | - | - | - | - | - | +4.1% | +0.7% | +0.6% | +2.4% | +0.1% | +8.2% |