Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 60.0% | 0.07% |
VFEA.XETRA Vanguard FTSE Emerging Markets UCITS ETF (USD) Accumulating • IE00BK5BR733 | ETF | 30.0% | 0.17% |
VGVF.XETRA Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.4% | -4.6% | +1.8% | - | - | - | - | - | - | - | - | -1.6% |
| 2025 | +3.5% | -2.9% | -7.6% | -4.9% | +6.1% | +1.5% | +5.6% | -0.7% | +3.4% | +4.4% | -0.7% | -0.3% | +6.5% |
| 2024 | +2.8% | +4.1% | +3.4% | -1.1% | +0.9% | +6.2% | -0.3% | -0.8% | +2.8% | +1.7% | +6.6% | -0.4% | +28.6% |
| 2023 | +4.5% | -0.5% | +0.3% | -0.4% | +2.9% | +3.8% | +2.8% | -0.8% | -1.6% | -3.5% | +5.5% | +3.6% | +17.4% |
| 2022 | -3.8% | -2.1% | +3.8% | -2.1% | -3.6% | -4.8% | +8.6% | -0.6% | -5.9% | +2.3% | +0.9% | -5.8% | -13.3% |
| 2021 | +2.2% | +2.6% | +5.3% | +1.5% | -0.4% | +4.9% | -0.1% | +3.4% | -1.9% | +4.6% | +1.2% | +3.2% | +29.5% |
| 2020 | - | -10.7% | -10.7% | +9.8% | +1.2% | +2.7% | +0.9% | +5.3% | -0.9% | -1.1% | +7.3% | +1.9% | +3.6% |