50/50 split between quality and momentum factor ETFs
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDEM.XETRA Xtrackers MSCI World Momentum UCITS ETF 1C • IE00BL25JP72 | ETF | 50.0% | 0.25% |
XDEQ.XETRA Xtrackers MSCI World Quality UCITS ETF 1C • IE00BL25JL35 | ETF | 50.0% | 0.25% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.7% | +1.3% | -6.1% | +11.1% | +6.2% | +4.0% | - | - | - | - | - | - | +18.7% |
| 2025 | +4.9% | -2.0% | -8.6% | -3.1% | +6.2% | -0.0% | +3.1% | -0.8% | +3.2% | +2.6% | -0.2% | +0.8% | +5.5% |
| 2024 | +5.7% | +6.9% | +4.2% | -2.4% | +2.4% | +5.8% | -2.1% | +0.2% | +0.9% | +1.4% | +6.7% | -1.7% | +31.0% |
| 2023 | +1.4% | +0.1% | -0.5% | +0.9% | +0.7% | +3.7% | +1.9% | +0.5% | -1.9% | -2.1% | +5.6% | +3.9% | +14.9% |
| 2022 | -7.9% | -1.8% | +6.0% | -4.0% | -4.2% | -5.9% | +8.5% | -1.5% | -5.0% | +6.1% | +0.8% | -5.1% | -14.4% |
| 2021 | +0.7% | +1.5% | +4.8% | +3.4% | -1.5% | +4.8% | +2.4% | +3.5% | -2.7% | +6.8% | +0.4% | +2.7% | +29.8% |
| 2020 | +2.0% | -8.2% | -8.3% | +9.0% | +2.5% | +2.2% | +0.3% | +6.5% | -0.8% | -2.9% | +7.4% | +1.9% | +10.4% |
| 2019 | +7.0% | +5.2% | +3.5% | +3.2% | -3.6% | +3.8% | +4.2% | -1.0% | +1.5% | -0.5% | +4.6% | +1.5% | +32.9% |
| 2018 | +2.7% | -0.9% | -4.0% | +3.6% | +5.8% | -0.5% | +2.2% | +3.7% | +0.9% | -6.0% | +0.3% | -8.0% | -1.2% |
| 2017 | -0.8% | +4.6% | +1.0% | -0.4% | +0.3% | -1.4% | +0.0% | -2.6% | +4.6% | +4.9% | +0.1% | +0.9% | +11.5% |
| 2016 | -7.1% | +1.0% | +2.5% | +2.3% | -0.5% | +0.2% | +4.3% | +0.2% | -0.2% | +1.3% | +4.2% | +2.8% | +10.9% |
| 2015 | +6.1% | +6.2% | +2.8% | -1.8% | +2.6% | -3.5% | +2.6% | -11.8% | +1.8% | +7.3% | +4.4% | -4.0% | +11.7% |
| 2014 | - | - | - | - | - | - | - | - | - | +1.2% | +3.6% | +1.2% | +6.1% |