Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 82.0% | 0.19% |
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 18.0% | 0.3% |
| Total | 100.0% | 0.21% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +1.0% | -5.1% | +9.7% | +7.0% | +1.3% | -2.5% | +3.7% | - | - | - | - | +16.3% |
| 2025 | +4.0% | -2.7% | -7.9% | -3.8% | +6.7% | +1.3% | +5.0% | -0.7% | +3.3% | +4.9% | -0.9% | +0.2% | +8.7% |
| 2024 | +3.0% | +3.8% | +3.3% | -1.8% | +1.3% | +5.8% | -0.5% | -0.6% | +1.9% | +1.1% | +6.9% | -0.3% | +26.0% |
| 2023 | +5.7% | +0.5% | +1.3% | -0.2% | +4.2% | +3.7% | +2.6% | -0.7% | -1.6% | -3.4% | +6.1% | +4.1% | +24.0% |
| 2022 | -5.5% | -2.3% | +4.4% | -3.2% | -3.8% | -6.0% | +9.9% | -1.6% | -6.1% | +3.0% | +0.7% | -6.1% | -16.5% |
| 2021 | +1.1% | +2.5% | +5.4% | +1.8% | -0.7% | +5.3% | +1.1% | +3.3% | -2.1% | +4.9% | +1.2% | +3.4% | +30.5% |
| 2020 | +0.2% | -8.0% | -10.0% | +10.1% | +2.4% | +3.1% | +0.3% | +6.6% | -1.4% | -2.1% | +8.5% | +2.4% | +10.6% |
| 2019 | - | - | - | - | - | - | +0.1% | -1.9% | +3.0% | +0.4% | +4.4% | +2.3% | +8.4% |