Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DBPG.XETRA Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552 | ETF | 50.0% | 0.6% |
CSPX.AS iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 50.0% | 0.07% |
| Total | 100.0% | 0.34% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.4% | -0.9% | -7.1% | +15.2% | +9.3% | -2.1% | - | - | - | - | - | - | +13.0% |
| 2025 | +5.0% | -5.7% | -11.9% | -6.7% | +10.3% | +3.8% | +7.5% | -0.8% | +4.1% | +6.0% | -0.7% | -0.1% | +8.8% |
| 2024 | +5.2% | +6.2% | +5.2% | -4.0% | +2.1% | +9.8% | -0.5% | -0.5% | +2.7% | +2.3% | +11.1% | -1.8% | +43.4% |
| 2023 | +6.8% | +0.0% | +1.1% | +0.8% | +4.0% | +7.3% | +3.7% | -0.4% | -4.7% | -5.0% | +10.3% | +6.1% | +33.0% |
| 2022 | -9.2% | -3.0% | +8.5% | -7.1% | -5.6% | -10.0% | +15.6% | -2.9% | -9.4% | +7.4% | -1.3% | -8.4% | -25.6% |
| 2021 | +1.0% | +4.8% | +8.8% | +5.1% | -1.1% | +6.9% | +3.5% | +5.3% | -4.1% | +8.9% | +2.3% | +6.4% | +58.4% |
| 2020 | +1.5% | -13.8% | -16.7% | +16.5% | +3.5% | +1.7% | +3.1% | +11.0% | -3.6% | -4.2% | +13.1% | +3.0% | +10.1% |
| 2019 | +11.6% | +5.9% | +3.5% | +5.8% | -7.8% | +7.0% | +6.5% | -3.4% | +3.8% | +0.2% | +7.3% | +2.5% | +50.2% |
| 2018 | +3.9% | -2.9% | -6.8% | +4.3% | +5.9% | +1.4% | +4.0% | +5.3% | +1.0% | -7.9% | +1.1% | -13.5% | -6.0% |
| 2017 | -1.1% | +8.6% | -0.5% | -0.9% | -1.5% | -0.4% | -0.3% | -1.0% | +3.6% | +5.1% | +1.8% | +2.1% | +16.2% |
| 2016 | -10.3% | +2.8% | +3.6% | -1.2% | +6.2% | -0.6% | +6.0% | -0.1% | -0.6% | -0.1% | +9.5% | +3.2% | +18.4% |
| 2015 | +1.4% | +8.9% | +2.1% | -2.4% | +2.6% | -4.5% | +4.7% | -10.8% | -4.5% | +15.8% | +4.3% | -4.2% | +11.2% |
| 2014 | - | - | - | - | +5.1% | +3.0% | +0.9% | +6.7% | +2.8% | +3.0% | +5.6% | +3.3% | +34.8% |