Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 100.0% | 0.07% |
| Total | 100.0% | 0.07% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.3% | -0.5% | -3.9% | +1.9% | - | - | - | - | - | - | - | - | -2.8% |
| 2025 | +3.8% | -3.6% | -9.1% | -5.3% | +6.8% | +1.5% | +6.1% | -1.1% | +2.8% | +4.8% | -0.5% | -0.4% | +4.7% |
| 2024 | +4.1% | +4.4% | +3.7% | -2.2% | +1.1% | +6.9% | -0.4% | -0.7% | +1.7% | +2.6% | +8.5% | -0.8% | +32.3% |
| 2023 | +4.1% | +0.9% | +0.3% | +0.2% | +4.1% | +4.2% | +2.2% | +0.5% | -2.1% | -3.2% | +5.9% | +3.9% | +22.6% |
| 2022 | -5.9% | -1.8% | +6.1% | -2.9% | -4.1% | -5.8% | +11.2% | -1.3% | -5.4% | +4.9% | -2.0% | -6.5% | -14.3% |
| 2021 | +1.1% | +3.4% | +7.0% | +2.5% | -1.1% | +5.7% | +2.3% | +3.7% | -2.1% | +6.0% | +2.4% | +4.2% | +40.8% |
| 2020 | - | -11.3% | -9.1% | +10.9% | +2.0% | +1.0% | +0.4% | +6.9% | -1.7% | -2.5% | +7.8% | +1.1% | +3.2% |