Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
DBXQ.XETRA Xtrackers II Eurozone Government Bond 3-5 UCITS ETF 1C • LU0290356954 | ETF | 50.0% | 0.15% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +1.4% | -4.3% | +1.4% | - | - | - | - | - | - | - | - | -0.5% |
| 2025 | +2.9% | -1.3% | -4.9% | -2.0% | +3.9% | +0.6% | +3.0% | -0.1% | +1.9% | +3.1% | -0.3% | +0.2% | +6.9% |
| 2024 | +1.7% | +1.9% | +2.5% | -1.4% | +0.7% | +3.3% | +0.7% | -0.1% | +1.6% | +0.2% | +4.8% | -0.9% | +15.8% |
| 2023 | +3.4% | -0.6% | +0.9% | +0.0% | +1.5% | +1.8% | +1.8% | -0.4% | -1.3% | -1.8% | +4.0% | +3.1% | +12.9% |
| 2022 | -2.9% | -1.5% | +1.6% | -2.0% | -2.2% | -3.8% | +6.0% | -2.2% | -4.4% | +2.1% | +1.1% | -4.0% | -12.1% |
| 2021 | +0.4% | +1.3% | +3.3% | +0.7% | -0.1% | +2.5% | +0.7% | +1.6% | -1.2% | +2.2% | +0.5% | +1.9% | +14.5% |
| 2020 | +0.1% | -4.3% | -6.1% | +4.5% | +1.1% | +1.5% | -0.1% | +2.8% | -0.3% | -0.8% | +4.5% | +1.1% | +3.5% |
| 2019 | - | - | - | - | - | - | +0.0% | -0.5% | +1.6% | -0.2% | +1.9% | +1.0% | +3.9% |