Best of Funds Performance

Best of Funds 20

Conservative

Best of

Funds 20

Year

Performance

2016*

0.23%

2017*

0.82%

2018*

-0.81%

2019*

0.26%

2020*

0.16%

2021*

0.50%

2022

-0.08%

Total

0.77%

Performance as of July 31, 2022
*Values are based on back calculations of the sample portfolios.

Best of Funds 40

Defensive

Best of

Funds 40

Year

Performance

2016*

0.97%

2017*

0.31%

2018*

-0.31%

2019*

0.99%

2020*

0.46%

2021*

0.59%

2022

-0.79%

Total

0.77%

Performance as of July 31, 2022

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

Best of Funds 60

Balanced

Best of

Funds 60

Year

Performance

2016*

0.76%

2017*

0.47%

2018*

-0.82%

2019*

0.96%

2020

0.18%

2021

0.09%

2022

-0.16%

Total

0.86%

Performance as of July 31, 2022

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

Best of Funds 80

Dynamic

Best of

Funds 80

Year

Performance

2016*

0.62%

2017*

0.04%

2018*

-0.54%

2019*

0.13%

2020*

0.31%

2021*

0.43%

2022

-0.07%

Total

0.65%

Performance as of July 31, 2022

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

Best of Funds 100

Offensive

Best of

Funds 100

Year

Performance

2016*

0.98%

2017*

0.66%

2018*

-0.89%

2019*

0.32%

2020*

-0.11%

2021*

0.25%

2022

-0.59%

Total

0.60%

Performance as of July 31, 2022

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

Best of Funds 20

Conservative

Best of

Funds 20

Change portfolio

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

5,23%

3,82%

-4,81%

12,26%

4,16%

5,50%

-8,78%

17,03%

Benchmark

4,30%

2,58%

-2,09%

8,20%

2,49%

3,02%

-10,78%

6,77%

Performance as of June 30, 2022

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

Best of Funds 40

Defensive:

Best of

Funds 40

Change portfolio

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

5,97%

5,31%

-4,31%

14,99%

3,46%

10,59%

-9,47%

27,20%

Benchmark

4,88%

3,41%

-3,55%

12,49%

2,60%

8,26%

-12,15%

14,81%

Performance as of June 30, 2022

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

Best of Funds 60

Balanced:

Best of

Funds 60

Change portfolio

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

6,76%

6,47%

-3,82%

17,96%

2,18%

17,09%

-9,82%

39,13%

Benchmark

5,18%

4,10%

-4,97%

16,54%

2,45%

13,76%

-12,96%

23,00%

Performance as of June 30, 2022

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

Best of Funds 80

Dynamic:

Best of

Funds 80

Change portfolio

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

7,62%

8,04%

-3,54%

21,13%

1,31%

22,43%

-10,67%

50,53%

Benchmark

5,43%

4,78%

-6,44%

20,67%

2,17%

19,47%

-13,77%

31,29%

Performance as of June 30, 2022

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

Best of Funds 100

Offensive:

Best of

Funds 100

Change portfolio

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

8,98%

9,66%

-2,89%

24,32%

-0,11%

29,25%

-11,14%

65,53%

Benchmark

5,59%

5,29%

-7,55%

23,83%

1,86%

23,90%

-14,37%

37,54%

Performance as of June 30, 2022

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

Performance comparisons

Get your own, independent picture of how we perform compared to our competitors, month after month! In brokervergleich.de’s real money performance test, the site operator invests his actual equity in the various providers, which makes the rankings transparent and meaningful.

Brokervergleich.de

Rolling 12-month returns after costs and taxes; as at 31.12.2021

Biallo.de

Rolling 2-year returns before costs and taxes; as at 01/2022

Why are our portfolios under-performing the benchmark for the first time this year?

In our Performance Commentary, you will learn why our portfolios have lagged behind the benchmark so far this year and what attractive entry opportunities this offers to long-term investors.

Awards

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.

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.

For the second time in a row, Focus Money magazine awarded us the top rating in the “Robo-Advisor” category.

Performance comparisons

Brokervergleich.de

Biallo.de

Why are our portfolios under-performing the benchmark for the first time this year?

Awards

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