Best of Funds 20
Conservative
Best of
Funds 20
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

Best of Fund 20

0,23%
0,82%
-0,81%
0,26%
0,16%
0,50%
-0,01%
0,74%

Benchmark

0,30%
0,58%
-0,09%
0,20%
0,49%
0,02%
-0,85%
0,49%

Performance as of October 31, 2022

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

Best of Funds 40
Defensive
Best of
Funds 40
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

Best of Fund 40

0,97%
0,31%
-0,31%
0,99%
0,46%
0,59%
-0,24%
0,52%

Benchmark

0,88%
0,41%
-0,55%
0,49%
0,60%
0,26%
-0,84%
0,22%

Performance as of October 31, 2022

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

Best of Funds 60
Balanced
Best of
Funds 60
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

Best of Fund 60

0,76%
0,47%
-0,82%
0,96%
0,18%
0,09%
-0,16%
0,15%

Benchmark

0,18%
0,10%
-0,97%
0,54%
0,45%
0,76%
-0,16%
0,54%

Performance as of October 31, 2022

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

Best of Funds 80
Dynamic
Best of
Funds 80
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

Best of Funds 80

0,62%
0,04%
-0,54%
0,13%
0,31%
0,43%
-0,63%
0,27%

Benchmark

0,43%
0,78%
-0,44%
0,67%
0,17%
0,47%
-0,52%
0,24%

Performance as of October 31, 2022

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

Best of Funds 100
Offensive
Best of
Funds 100
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

Best of Fund 100

0,98%
0,66%
-0,89%
0,32%
-0,11%
0,25%
-0,71%
0,19%

Benchmark

0,59%
0,29%
-0,55%
0,83%
0,86%
0,90%
-0,05%
0,48%

Performance as of October 31, 2022

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

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Best of Funds 20
Conservative
Best of Funds 40
Defensive
Best of Funds 60
Balanced
Best of Funds 80
Dynamic
Best of Funds 100
Offensive
previous arrow
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Best of Funds 20
Conservative
Best of
Funds 20

Change portfolio

Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

%

5,23%

3,82%

-4,81%

12,26%

4,16%

5,50%

16,74%

Benchmark

4,30%

2,58%

-2,09%

8,20%

2,49%

3,02%

-11,85%

5,49%

Performance as of October 31, 2022

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

Best of Funds 40
Defensive:
Best of
Funds 40

Change portfolio

Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

%

5,97%

5,31%

-4,31%

14,99%

3,46%

10,59%

27,52%

Benchmark

4,88%

3,41%

-3,55%

12,49%

2,60%

8,26%

-11,84%

15,22%

Performance as of October 31, 2022

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

Best of Funds 60
Balanced:
Best of
Funds 60

Change portfolio

Value 60 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

%

6,76%

6,47%

-3,82%

17,96%

2,18%

17,09%

40,15%

Benchmark

5,18%

4,10%

-4,97%

16,54%

2,45%

13,76%

-11,16%

25,54%

Performance as of October 31, 2022

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

Best of Funds 80
Dynamic:
Best of
Funds 80

Change portfolio

Value 80 Jan 22

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

%

7,62%

8,04%

-3,54%

21,13%

1,31%

22,43%

52,27%

Benchmark

5,43%

4,78%

-6,44%

20,67%

2,17%

19,47%

-10,52%

36,24%

Performance as of October 31, 2022

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

Best of Funds 100
Offensive:
Best of
Funds 100

Change portfolio

Value 100 Januar 2022

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

Total

%

8,98%

9,66%

-2,89%

24,32%

-0,11%

29,25%

68,19%

Benchmark

5,59%

5,29%

-7,55%

23,83%

1,86%

23,90%

-10,05%

44,48%

Performance as of October 31, 2022

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

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Best of Funds 20
Conservative
Best of Funds 40
Defensive
Best of Funds 60
Balanced
Best of Funds 80
Dynamic
Best of Funds 100
Offensive
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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

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 Echtgeld 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.