Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.XETRA Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 45.0% | 0.07% |
XMME.XETRA Xtrackers MSCI Emerging Markets UCITS ETF 1C • IE00BTJRMP35 | ETF | 30.0% | 0.18% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 25.0% | 0.07% |
| Total | 100.0% | 0.10% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.4% | +2.1% | -6.2% | +9.3% | +6.3% | +1.5% | -2.1% | +2.1% | - | - | - | - | +15.6% |
| 2025 | +4.3% | -1.4% | -6.5% | -3.9% | +5.8% | +1.2% | +4.4% | -0.4% | +3.4% | +4.5% | -0.5% | +0.5% | +11.2% |
| 2024 | +1.9% | +3.8% | +3.7% | -1.1% | +1.3% | +4.6% | +0.1% | -0.4% | +2.1% | +0.3% | +5.0% | -0.7% | +22.2% |
| 2023 | +5.5% | -0.4% | +0.3% | +0.1% | +1.4% | +3.4% | +2.8% | -1.5% | -1.6% | -3.6% | +5.9% | +3.7% | +16.7% |
| 2022 | -3.7% | -2.8% | +2.9% | -1.7% | -2.9% | -5.8% | +8.1% | -1.5% | -6.6% | +2.9% | +3.0% | -5.2% | -13.6% |
| 2021 | +1.6% | +2.5% | +5.1% | +1.4% | +0.5% | +4.0% | -0.3% | +2.9% | -2.4% | +4.3% | +0.1% | +3.7% | +25.7% |
| 2020 | - | -10.4% | -11.9% | +9.1% | +1.4% | +3.3% | +0.9% | +4.3% | -0.7% | -1.8% | +8.9% | +2.5% | +3.3% |