Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AAPL.US Apple Inc • US0378331005 | STOCK | 100.0% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.3% | +3.4% | -2.0% | +5.5% | +15.9% | - | - | - | - | - | - | - | +16.1% |
| 2025 | -5.7% | +2.7% | -11.5% | -8.6% | -5.7% | -1.8% | +3.1% | +11.2% | +9.2% | +7.6% | +3.1% | -3.7% | -3.0% |
| 2024 | -2.1% | -1.7% | -5.0% | +0.5% | +11.3% | +10.9% | +4.4% | +1.3% | +0.9% | -0.8% | +8.3% | +7.3% | +39.3% |
| 2023 | +9.4% | +5.2% | +9.1% | +1.3% | +7.9% | +7.3% | +0.5% | -2.7% | -6.6% | -0.3% | +8.3% | +0.0% | +45.3% |
| 2022 | -0.3% | -5.2% | +7.1% | -5.2% | -7.0% | -5.9% | +21.8% | -1.2% | -10.0% | +10.0% | -8.1% | -14.5% | -21.3% |
| 2021 | +0.1% | -7.4% | +3.7% | +5.0% | -6.2% | +13.0% | +6.4% | +5.0% | -4.9% | +6.0% | +12.9% | +7.0% | +45.6% |
| 2020 | +7.0% | -11.0% | -6.7% | +15.4% | +7.8% | +13.0% | +10.4% | +21.5% | -9.0% | -5.5% | +6.2% | +10.1% | +68.6% |
| 2019 | +5.4% | +5.8% | +11.0% | +6.0% | -11.6% | +10.7% | +10.4% | -1.1% | +8.6% | +8.7% | +9.6% | +8.0% | +96.0% |
| 2018 | -5.5% | +9.3% | -6.2% | +1.2% | +17.3% | -0.1% | +2.0% | +20.4% | -0.6% | -1.1% | -17.7% | -12.0% | +0.3% |
| 2017 | +2.9% | +16.3% | +3.5% | -1.6% | +3.9% | -7.6% | +0.1% | +10.7% | -5.4% | +11.3% | +0.1% | -1.9% | +33.8% |
| 2016 | -7.5% | +1.1% | +7.6% | -13.8% | +9.6% | -3.8% | +9.4% | +1.9% | +6.3% | +1.9% | +2.0% | +5.6% | +19.2% |
| 2015 | +13.9% | +11.8% | +0.9% | -3.3% | +7.2% | -4.5% | -2.3% | -9.3% | -1.1% | +10.3% | +3.3% | -13.5% | +9.9% |
| 2014 | -9.1% | +5.3% | +1.4% | +9.3% | +10.7% | +2.2% | +4.8% | +10.3% | +2.7% | +7.3% | +12.5% | -4.9% | +63.4% |
| 2013 | -17.0% | +2.8% | +1.9% | -2.7% | +4.1% | -11.8% | +12.7% | +8.9% | -4.2% | +10.0% | +6.8% | -0.6% | +6.5% |
| 2012 | +11.0% | +17.5% | +10.3% | -1.8% | +5.3% | -0.8% | +8.3% | +7.4% | -2.4% | -11.4% | -1.0% | -10.8% | +31.3% |
| 2011 | +1.8% | +4.5% | -4.5% | -3.4% | +2.6% | -4.8% | +17.4% | -0.5% | +5.6% | +3.7% | -3.9% | +10.1% | +29.6% |
| 2010 | -5.9% | +8.4% | +15.2% | +13.6% | +6.5% | -4.1% | -1.7% | -3.8% | +8.4% | +4.9% | +9.7% | +1.8% | +63.7% |
| 2009 | +15.5% | +0.4% | +12.5% | +19.5% | +1.3% | +4.9% | +13.8% | +3.2% | +7.8% | +0.5% | +3.5% | +11.1% | +142.3% |
| 2008 | -32.6% | -10.0% | +11.7% | +22.3% | +8.1% | -12.7% | -3.6% | +13.1% | -29.8% | +4.4% | -13.8% | -16.8% | -55.2% |
| 2007 | +2.4% | -2.5% | +8.4% | +5.5% | +22.9% | +0.0% | +6.9% | +5.3% | +6.0% | +22.4% | -5.8% | +9.5% | +111.2% |
| 2006 | +3.1% | -8.2% | -9.9% | +7.7% | -16.3% | -4.0% | +18.3% | -0.2% | +14.9% | +4.6% | +8.2% | -6.5% | +5.9% |
| 2005 | +24.2% | +15.4% | -5.1% | -13.2% | +16.6% | -5.7% | +14.2% | +6.6% | +18.9% | +7.5% | +20.6% | +5.1% | +155.7% |
| 2004 | +6.2% | +5.8% | +14.3% | -1.7% | +6.7% | +16.5% | +0.6% | +5.1% | +10.3% | +31.2% | +22.9% | -5.7% | +178.7% |
| 2003 | -2.4% | +4.2% | -6.8% | -2.4% | +20.4% | +8.2% | +13.4% | +10.1% | -14.1% | +11.8% | -11.2% | -3.0% | +24.7% |
| 2002 | +12.9% | -12.2% | +9.1% | +2.5% | +2.8% | -28.4% | -13.2% | -3.1% | -1.8% | +9.3% | -3.4% | -12.3% | -37.6% |
| 2001 | +45.4% | -15.6% | +20.9% | +15.5% | -21.7% | +16.5% | -19.2% | -1.2% | -16.4% | +13.2% | +21.3% | +2.8% | +47.3% |
| 2000 | +0.9% | +10.5% | +18.5% | -8.6% | -32.3% | +24.7% | -3.0% | +19.9% | -57.8% | -24.0% | -15.7% | -9.8% | -71.1% |
| 1999 | +0.6% | -15.5% | +3.3% | +28.0% | -4.2% | +5.1% | +20.2% | +17.2% | -3.0% | +26.6% | +22.2% | +5.1% | +151.1% |
| 1998 | +39.5% | +29.0% | +16.4% | -0.4% | -2.8% | +7.8% | +20.7% | -10.0% | +22.2% | -2.6% | -14.0% | +28.1% | +212.1% |
| 1997 | -20.4% | -2.3% | +12.3% | -6.8% | -2.2% | -14.3% | +22.9% | +24.3% | -0.3% | -21.4% | +4.2% | -26.1% | -37.1% |
| 1996 | -13.3% | -0.5% | -10.7% | -0.8% | +7.2% | -19.6% | +4.7% | +10.3% | -8.5% | +3.7% | +4.8% | -13.5% | -34.5% |
| 1995 | +3.5% | -1.9% | -10.5% | +8.5% | +8.9% | +12.1% | -3.1% | -4.2% | -13.1% | -2.5% | +5.3% | -16.1% | -16.2% |
| 1994 | +11.9% | +11.8% | -8.5% | -9.8% | -2.1% | -8.9% | +27.2% | +7.8% | -6.6% | +28.2% | -13.5% | +5.1% | +37.6% |
| 1993 | -0.4% | -10.8% | -2.6% | -0.5% | +10.7% | -30.0% | -29.8% | -4.1% | -11.3% | +31.6% | +2.8% | -6.7% | -49.6% |
| 1992 | +14.9% | +4.5% | -13.5% | +3.2% | -0.6% | -19.2% | -2.6% | -1.3% | -1.6% | +16.4% | +9.7% | +4.2% | +8.1% |
| 1991 | +29.1% | +3.4% | +19.0% | -19.1% | -14.3% | -11.4% | +11.5% | +14.9% | -6.3% | +4.0% | -1.2% | +11.4% | +33.9% |
| 1990 | -3.5% | +0.3% | +18.9% | -2.2% | +5.0% | +8.9% | -6.1% | -11.6% | -21.3% | +6.1% | +19.9% | +17.4% | +25.4% |
| 1989 | -6.2% | -3.7% | -1.4% | +9.5% | +22.7% | -13.4% | -3.7% | +12.2% | +0.3% | +4.5% | -4.6% | -20.0% | -10.4% |
| 1988 | -1.2% | +3.8% | -6.8% | +2.5% | +1.4% | +11.7% | -4.0% | -10.0% | +8.8% | -10.7% | -2.4% | +7.4% | -2.3% |
| 1987 | +37.0% | +26.1% | -7.9% | +22.9% | -0.2% | +2.7% | +1.9% | +31.1% | +4.8% | -31.6% | -14.4% | +27.6% | +109.7% |
| 1986 | +5.2% | +8.1% | +13.0% | +7.0% | +22.4% | -3.0% | -12.9% | +18.4% | -9.4% | +3.3% | +15.6% | +1.2% | +84.3% |
| 1985 | -0.4% | -14.6% | -10.6% | -4.0% | -18.2% | +3.5% | -11.7% | -5.5% | +4.9% | +18.2% | +8.0% | +9.3% | -24.5% |
| 1984 | +1.6% | +6.0% | -5.7% | +26.7% | -6.4% | -9.8% | -3.8% | +3.9% | -5.1% | -1.2% | -0.4% | +17.6% | +19.4% |
| 1983 | +36.8% | +11.6% | -7.4% | +19.5% | +14.4% | -15.4% | -28.6% | +6.8% | -37.9% | -2.1% | -10.0% | +19.7% | -18.4% |
| 1982 | -7.9% | -10.3% | -7.7% | -12.5% | -5.2% | -9.0% | +6.0% | +33.4% | +1.5% | +38.9% | +25.6% | -6.2% | +35.1% |
| 1981 | -17.2% | -6.2% | -7.5% | +15.9% | +16.7% | -21.6% | -3.8% | -19.6% | -24.2% | +31.1% | -6.9% | +18.9% | -35.2% |
| 1980 | - | - | - | - | - | - | - | - | - | - | - | +18.7% | +18.7% |