Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VGVF.XETRA Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 85.0% | 0.12% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 15.0% | 0.07% |
| Total | 100.0% | 0.11% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +2.0% | -5.5% | +8.2% | +5.9% | +1.5% | -1.0% | +3.6% | - | - | - | - | +16.1% |
| 2025 | +5.2% | -1.8% | -7.4% | -3.3% | +6.2% | +0.6% | +4.3% | -0.2% | +2.4% | +4.3% | -0.2% | +0.8% | +10.4% |
| 2024 | +2.6% | +3.6% | +3.8% | -1.7% | +1.3% | +4.2% | +0.6% | -0.1% | +1.1% | +0.5% | +6.4% | -1.5% | +22.5% |
| 2023 | +5.1% | +0.7% | +0.1% | +0.6% | +1.7% | +3.6% | +2.2% | -0.8% | -1.6% | -3.5% | +6.0% | +4.3% | +19.7% |
| 2022 | -5.2% | -2.0% | +4.1% | -2.4% | -2.9% | -6.6% | +9.7% | -2.4% | -5.8% | +4.6% | +1.4% | -5.2% | -13.1% |
| 2021 | +0.3% | +2.8% | +6.5% | +1.9% | +0.1% | +4.2% | +1.7% | +2.7% | -2.0% | +4.9% | +0.1% | +4.2% | +30.6% |
| 2020 | - | -10.8% | -11.5% | +9.3% | +2.5% | +2.1% | -0.7% | +5.7% | -1.2% | -2.9% | +10.2% | +2.3% | +2.5% |