Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 50.0% | 0.07% |
| Total | 100.0% | 0.13% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.3% | +0.6% | -4.5% | +9.0% | +6.2% | +1.1% | +0.8% | - | - | - | - | - | +13.6% |
| 2025 | +4.0% | -3.0% | -8.2% | -4.7% | +6.5% | +1.3% | +5.5% | -0.7% | +2.9% | +4.6% | -0.5% | +0.0% | +6.7% |
| 2024 | +3.5% | +4.1% | +3.6% | -1.9% | +1.1% | +6.0% | -0.1% | -0.6% | +1.8% | +1.8% | +7.6% | -0.9% | +28.6% |
| 2023 | +4.5% | +0.5% | +0.3% | +0.1% | +3.2% | +3.9% | +2.4% | -0.2% | -1.8% | -3.3% | +5.7% | +3.9% | +20.4% |
| 2022 | -5.3% | -2.0% | +5.1% | -2.6% | -3.6% | -5.9% | +10.3% | -1.4% | -5.8% | +4.3% | -0.4% | -6.0% | -13.9% |
| 2021 | +1.0% | +3.2% | +6.4% | +2.0% | -0.7% | +5.1% | +1.6% | +3.3% | -1.9% | +5.1% | +1.4% | +4.0% | +34.7% |
| 2020 | +0.2% | -8.7% | -10.3% | +10.2% | +2.1% | +1.7% | +0.1% | +6.3% | -1.3% | -2.2% | +8.3% | +1.6% | +6.1% |
| 2019 | - | - | - | - | - | - | +0.2% | -1.7% | +3.1% | -0.2% | +4.7% | +1.9% | +8.1% |