Value 20
Conservative:
Value 20
Strategy

Value 20

Benchmark

2016*

11,94%

4,30%

2017*

8,41%

2,58%

2018*

0,10%

-2,09%

2019*

15,46%

8,20%

2020*

4,59%

2,49%

2021*

8,36%

3,02%

2022

-6,51%

since begin

38,44%

11,88%

Performance as of April 30, 2022

*Values are based on back calculations of the sample portfolios.

Value 40 Jan 22
Value 40
Defensive:
Value 40
Strategy

Value 40

Benchmark

2016*

9,53%

4,88%

2017*

9,96%

3,41%

2018*

-1,79%

-3,55%

2019*

20,14%

12,49%

2020

9,30%

2,60%

2021

10,49%

8,26%

2022

-6,95%

since begin

42,56%

21,62%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 40 Jan 22
Value 60
Balanced:
Value 60
Strategy

Value 60

Benchmark

2016*

10,55%

5,18%

2017*

13,49%

4,10%

2018*

-1,22%

-4,97%

2019*

24,93%

16,54%

2020

15,96%

2,45%

2021

14,99%

13,76%

2022

-7,02%

since begin

59,79%

31,39%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 60 Jan 22
Value 80
Dynamic:
Value 80
Strategy

Value 80

Benchmark

2016*

7,80%

5,43%

2017*

15,20%

4,78%

2018*

-3,01%

-6,44%

2019*

29,26%

20,67%

2020

16,56%

2,17%

2021

17,78%

19,47%

2022

-7,10%

since begin

57,16%

41,44%

Performance as of April 30, 2022

*Values are based on back calculations of the sample portfolios.

Value 80 Jan 22
Value 100
Offensive:
Value 100
Strategy

Value 100

Benchmark

2016*

5,04%

5,59%

2017*

16,90%

5,29%

2018*

-4,81%

-7,55%

2019*

34,58%

23,83%

2020

17,04%

1,86%

2021

20,53%

23,90%

2022

-7,16%

since begin

56,11%

49,12%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 100 Januar 2022
Value 100 Green
Sustainable:
Value 100 Green
Strategy

Value 100
Green

Benchmark

2020*

10,89%

9,46%

2021*

29,48%

22,67%

2022

-6,90%

since begin

29,06%

25,01%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 100 Januar 2022
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Value 20
Conservative strategy
Value 40
Defensive strategy
Value 60
Balanced strategy
Value 80
Dynamic strategy
Value 100
Offensive strategy
Value 100 Green
Sustainable strategy
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Value 20
Conservative:
Value 20
Strategy

Switch portfolio

Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

since begin

Value 20

11,94%

8,41%

0,10%

15,46%

4,59%

8,36%

38,44%

Benchmark

4,30%

2,58%

-2,09%

8,20%

2,49%

3,02%

-6,51%

11,88%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 40
Defensive:
Value 40
Strategy

Switch portfolio

Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

since begin

Value 40

9,53%

9,96%

-1,79%

20,14%

9,30%

10,49%

42,56%

Benchmark

4,88%

3,41%

-3,55%

12,49%

2,60%

8,26%

-6,95%

21,62%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 60
Balanced:
Value 60
Strategy

Switch portfolio

Value 60 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

since begin

Value 60

10,55%

13,49%

-1,22%

24,93%

15,96%

14,99%

59,79%

Benchmark

5,18%

4,10%

-4,97%

16,54%

2,45%

13,76%

-7,02%

31,39%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 80
Dynamic:
Value 80
Strategy

Switch portfolio

Value 80 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

since begin

Value 80

7,80%

15,20%

-3,01%

29,26%

16,56%

17,78%

57,16%

Benchmark

5,43%

4,78%

-6,44%

20,67%

2,17%

19,47%

-7,10%

41,44%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 100
Offensive:
Value 100
Strategy

Switch portfolio

Value 100 Januar 2022

Year

2016*

2017*

2018*

2019*

2020

2021

2022

since begin

Value 100

5,04%

16,90%

-4,81%

34,58%

17,04%

20,53%

56,11%

Benchmark

5,59%

5,29%

-7,55%

23,83%

1,86%

23,90%

-7,16%

49,12%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

Value 100 Green
Sustainable:
Value 100 Green
Strategy

Switch portfolio

Value 100 Januar 2022

Year

2020*

2021*

2022

since begin

Value Green

10,89%

29,48%

29,06%

Benchmark

9,46%

22,67%

-6,90%

25,01%

Performance as of April 30, 2022
*Values are based on back calculations of the sample portfolios.

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Value 20
Conservative strategy
Value 40
Defensive strategy
Value 60
Balanced strategy
Value 80
Dynamic strategy
Value 100
Offensive Strategy
Value 100 Green
Sustainable Strategy
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Real Money Performance Tests

We currently participate in the real money performance comparisons of brokervergleich.de and geldanlage-digital.de. In these comparisons, the site operators invest their actual capital in the various providers, which makes the rankings transparent and meaningful. Get your own independent picture, month by month, of how we compare to our competitors!

Brokervergleich.de

Performance in the Real Money Performance Test; Status: 31.10.2021

Biallo.de

Rolling 12-month yields; as at 01.12.2021

Awards

Extra ETF Performance Sieger 2021
The Extra ETF magazine awarded our balanced strategy with “Best Performance 2021”.
After twelve months at the top, we were able to win test phase VI of the brokervergleich.de real money test.
brokervergleich real money test
In addition to the “Best Performance” category, we also took first place in the “Best Risk-Return Ratio” category.
We were also able to beat our competitors in the real money performance test by geldanlage-digital.de after 12 months.
In the geldanlage-digital.de customer survey, we were able to take 2nd place thanks to excellent feedback from our customers.
Estably sicher
For the second time in a row, Focus Money magazine awarded us the top rating in the “Robo-Advisor” category.