Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 80.0% | 0.19% |
XDEV.XETRA Xtrackers MSCI World Value UCITS ETF 1C • IE00BL25JM42 | ETF | 20.0% | 0.25% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +2.3% | -5.5% | +9.3% | +7.9% | +1.3% | -1.6% | +2.4% | - | - | - | - | +18.7% |
| 2025 | +4.3% | -1.5% | -6.6% | -4.0% | +5.8% | +0.9% | +4.3% | +0.3% | +2.9% | +4.5% | +0.0% | +0.9% | +11.8% |
| 2024 | +2.7% | +3.3% | +3.9% | -1.9% | +1.1% | +3.9% | +0.7% | -0.6% | +1.5% | +0.6% | +6.3% | -1.1% | +22.0% |
| 2023 | +5.0% | +0.1% | -0.2% | -0.1% | +2.0% | +3.7% | +2.7% | -1.0% | -1.0% | -3.7% | +5.4% | +3.9% | +17.7% |
| 2022 | -3.8% | -1.8% | +3.5% | -1.9% | -2.5% | -6.2% | +8.4% | -1.6% | -6.1% | +4.0% | +1.8% | -5.2% | -12.0% |
| 2021 | +1.3% | +3.5% | +6.3% | +0.9% | +0.2% | +3.8% | +0.6% | +2.6% | -1.4% | +3.8% | +0.0% | +4.3% | +29.0% |
| 2020 | -1.1% | -8.4% | -11.9% | +8.9% | +1.9% | +2.0% | -1.4% | +5.4% | -1.0% | -2.1% | +9.8% | +2.1% | +1.8% |
| 2019 | - | - | - | - | - | - | -0.2% | -2.2% | +3.9% | +0.3% | +4.1% | +2.1% | +7.9% |