Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 20.0% | 0% |
DBXP.XETRA Xtrackers Eurozone Government Bond 1-3 UCITS ETF 1C • LU0290356871 | ETF | 20.0% | 0.1% |
DBXF.XETRA Xtrackers Eurozone Government Bond 15-30 UCITS ETF 1C • LU0290357507 | ETF | 20.0% | 0.15% |
ZPRX.XETRA SPDR MSCI Europe Small Cap Value Weighted UCITS ETF • IE00BSPLC298 | ETF | 20.0% | 0.3% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 20.0% | 0.07% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | +3.2% | -6.5% | +2.5% | - | - | - | - | - | - | - | - | +2.9% |
| 2025 | +3.9% | +2.0% | -1.1% | +1.1% | +2.3% | -0.9% | +1.0% | +0.3% | +3.1% | +2.5% | +1.4% | +1.8% | +18.7% |
| 2024 | -0.0% | -0.2% | +4.0% | +0.2% | +1.8% | -1.0% | +2.7% | +0.4% | +1.5% | -0.3% | +1.4% | -1.0% | +9.8% |
| 2023 | +4.8% | -0.7% | +0.9% | +0.7% | -0.7% | +0.0% | +1.3% | -0.9% | -2.6% | -0.4% | +4.2% | +3.9% | +10.7% |
| 2022 | -1.4% | -0.9% | +0.1% | -1.1% | -2.3% | -4.7% | +4.5% | -4.3% | -4.7% | +1.7% | +4.5% | -2.6% | -11.1% |
| 2021 | -0.5% | -0.1% | +3.3% | +0.8% | +2.5% | -0.8% | +2.2% | +1.1% | -2.0% | +1.9% | -0.6% | +2.1% | +10.0% |
| 2020 | +1.2% | -2.8% | -8.2% | +4.4% | +1.1% | +1.8% | +1.4% | +0.6% | -0.3% | -1.1% | +3.9% | +2.4% | +3.9% |
| 2019 | +4.2% | +1.4% | +1.4% | +1.7% | -1.8% | +3.7% | +1.3% | +2.6% | +0.6% | +0.4% | +0.4% | +1.6% | +18.9% |
| 2018 | +0.5% | -1.4% | -0.2% | +1.9% | -0.2% | -0.8% | +0.3% | -1.3% | -0.3% | -1.9% | -0.5% | -1.3% | -4.9% |
| 2017 | - | - | - | - | - | - | - | - | +0.6% | +1.1% | -0.9% | +0.5% | +1.3% |