Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 50.0% | 0.19% |
X57E.XETRA Xtrackers Eurozone Government Bond 5-7 UCITS ETF 1C • LU0290357176 | 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 | +1.1% | +1.6% | -4.5% | +1.5% | - | - | - | - | - | - | - | - | -0.6% |
| 2025 | +2.8% | -1.2% | -5.1% | -1.8% | +3.9% | +0.6% | +3.1% | -0.2% | +2.0% | +3.2% | -0.3% | +0.1% | +6.9% |
| 2024 | +1.6% | +1.8% | +2.6% | -1.5% | +0.7% | +3.3% | +0.9% | -0.1% | +1.7% | +0.1% | +5.1% | -1.0% | +15.9% |
| 2023 | +3.7% | -0.8% | +1.1% | +0.0% | +1.6% | +1.8% | +1.7% | -0.4% | -1.6% | -1.8% | +4.4% | +3.5% | +13.7% |
| 2022 | -3.2% | -1.7% | +1.3% | -2.3% | -2.4% | -4.0% | +6.6% | -2.7% | -4.9% | +2.2% | +1.3% | -4.5% | -14.0% |
| 2021 | +0.4% | +1.0% | +3.3% | +0.5% | -0.1% | +2.5% | +0.9% | +1.5% | -1.4% | +2.1% | +0.7% | +1.8% | +14.2% |
| 2020 | +0.4% | -4.3% | -6.3% | +4.5% | +1.2% | +1.6% | +0.2% | +2.6% | -0.0% | -0.7% | +4.5% | +1.2% | +4.1% |
| 2019 | - | - | - | - | - | - | -0.0% | -0.1% | +1.5% | -0.3% | +1.7% | +0.9% | +3.7% |