Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYQ6.XETRA Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385 | ETF | 25.0% | 0.15% |
PJEU.XETRA Invesco Euro Cash 3 Months UCITS ETF Acc • IE00B3BPCH51 | ETF | 25.0% | 0.09% |
PHAU.AS WisdomTree Physical Gold EUR • JE00B1VS3770 | ETF | 25.0% | 0.39% |
XSX6.XETRA Xtrackers STOXX Europe 600 UCITS ETF 1C • LU0328475792 | ETF | 17.5% | 0.2% |
XXSC.XETRA Xtrackers MSCI Europe Small Cap UCITS ETF 1C • LU0322253906 | ETF | 7.5% | 0.3% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.6% | +2.9% | -5.6% | +0.9% | - | - | - | - | - | - | - | - | +2.6% |
| 2025 | +3.5% | +1.3% | -0.2% | +1.0% | +1.3% | -1.1% | +1.0% | +0.5% | +3.5% | +2.6% | +1.6% | +0.9% | +17.0% |
| 2024 | +0.3% | +0.1% | +3.7% | +0.6% | +1.0% | -0.0% | +2.1% | +0.7% | +1.6% | +0.8% | +1.0% | -0.9% | +11.4% |
| 2023 | +3.6% | -1.0% | +2.0% | +0.2% | +0.2% | -0.7% | +1.0% | -0.5% | -2.1% | +0.9% | +2.8% | +2.6% | +9.3% |
| 2022 | -1.7% | -0.2% | +0.4% | -0.6% | -2.4% | -2.6% | +3.1% | -3.3% | -3.0% | +0.6% | +3.1% | -2.0% | -8.5% |
| 2021 | -0.7% | -1.6% | +2.2% | +0.5% | +2.1% | -0.7% | +2.0% | +0.5% | -1.7% | +1.2% | +0.2% | +1.7% | +5.8% |
| 2020 | +1.8% | -1.6% | -4.3% | +3.3% | +0.9% | +1.4% | +1.8% | +0.1% | -0.3% | -0.8% | +0.8% | +2.0% | +4.9% |
| 2019 | +3.0% | +0.9% | +1.2% | +0.8% | -0.6% | +3.4% | +1.5% | +2.6% | -0.1% | +0.3% | -0.0% | +1.1% | +15.2% |
| 2018 | +0.1% | -0.8% | +0.1% | +1.2% | +0.2% | -0.9% | -0.0% | -1.0% | -0.3% | -0.6% | -0.1% | -0.2% | -2.5% |
| 2017 | -0.3% | +2.6% | +0.2% | +0.8% | -0.2% | -1.7% | -0.2% | +0.8% | +0.4% | +0.8% | -0.7% | +0.3% | +2.9% |
| 2016 | +0.1% | +2.6% | -0.6% | +0.9% | +0.2% | +1.5% | +1.8% | -0.7% | +0.3% | -1.6% | -1.6% | +1.3% | +4.2% |
| 2015 | +6.5% | +1.1% | +1.3% | -1.6% | +0.7% | -2.9% | +0.5% | -2.1% | -0.8% | +3.4% | +0.3% | -2.3% | +3.9% |
| 2014 | +2.0% | +2.8% | -0.5% | +0.6% | +0.5% | +1.6% | -0.1% | +1.8% | -0.5% | -1.0% | +2.0% | +1.2% | +10.7% |
| 2013 | +0.1% | +0.1% | +1.3% | -0.9% | -0.7% | -4.8% | +2.8% | +1.3% | +0.0% | +1.6% | -0.6% | -0.9% | -0.7% |
| 2012 | +4.4% | +1.2% | -0.6% | -0.4% | -0.9% | +0.6% | +2.8% | +1.0% | +2.0% | -0.3% | +0.9% | -0.4% | +10.7% |
| 2011 | -1.8% | +1.7% | -1.1% | +1.6% | +0.9% | -1.8% | +1.5% | +1.4% | -2.7% | +1.5% | -0.1% | -0.5% | +0.3% |
| 2010 | +0.3% | +1.6% | +2.4% | +1.3% | +2.6% | -0.0% | -1.7% | +2.7% | -0.1% | +0.9% | +1.4% | +1.4% | +13.4% |
| 2009 | - | - | - | - | +0.9% | -0.7% | +2.3% | +2.6% | +1.9% | -0.4% | +3.2% | +0.8% | +11.0% |