Best of Funds Performance

Best of Funds 20

Conservative

Best of

Funds 20

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Gesamt

Best of Fund 20

0,23%

0,82%

-0,81%

0,26%

0,16%

0,50%

-0,36%

0,81%

0,88%

Benchmark

0,30%

0,58%

-0,09%

0,20%

0,49%

0,02%

-0,53%

0,53%

0,55%

Performance as of January 31, 2023

*Values are based on back calculations of the sample portfolios.
**15% Global Equities, 70% EUR Corporate Bonds, 15% Cash

Best of Funds 40

Defensive

Best of

Funds 40

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Gesamt

Best of Fund 40

0,97%

0,31%

-0,31%

0,99%

0,46%

0,59%

-0,20%

0,18%

0,63%

Benchmark

0,88%

0,41%

-0,55%

0,49%

0,60%

0,26%

-0,07%

0,51%

0,96%

Performance as of January 31, 2023

*Values are based on back calculations of the sample portfolios.
**35% Global Equities, 55% EUR Corporate Bonds, 10% Cash

Best of Funds 60

Balanced

Best of

Funds 60

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Gesamt

Best of Fund 60

0,76%

0,47%

-0,82%

0,96%

0,18%

0,09%

-0,73%

0,55%

0,21%

Benchmark

0,18%

0,10%

-0,97%

0,54%

0,45%

0,76%

-0,02%

0,37%

0,82%

Performance as of January 31, 2023

*Values are based on back calculations of the sample portfolios.
**55% Global Equities, 35% EUR Corporate Bonds, 10% Cash

Best of Funds 80

Dynamic

Best of

Funds 80

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

2023

Gesamt

Best of Funds 80

0,62%

0,04%

-0,54%

0,13%

0,31%

0,43%

-0,79%

0,92%

0,22%

Benchmark

0,43%

0,78%

-0,44%

0,67%

0,17%

0,47%

-0,94%

0,23%

0,08%

Performance as of January 31, 2023

*Values are based on back calculations of the sample portfolios.
**75% Global Equities, 15% EUR Corporate Bonds, 10% Cash

Best of Funds 100

Offensive

Best of

Funds 100

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

2023

Gesamt

Best of Fund 100

0,98%

0,66%

-0,89%

0,32%

-0,11%

0,25%

-0,46%

0,29%

0,01%

Benchmark

0,59%

0,29%

-0,55%

0,83%

0,86%

0,90%

-0,94%

0,88%

0,76%

Performance as of January 31, 2023

*Values are based on back calculations of the sample portfolios.
**90% Global Equities + 10% Cash

Best of Funds 20

Conservative

Best of

Funds 20

Change portfolio

Year

2016*

2017*

2018*

2019*

2020*

2021*

2022

2023

Total

Perf.

5,23%

3,82%

-4,81%

12,26%

4,16%

5,50%

-8,36%

2,81%

20,88%

Benchmark

4,30%

2,58%

-2,09%

8,20%

2,49%

3,02%

-11,53%

2,53%

8,55%

Performance as of January 31, 2023

*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

2023

Total

Perf.

5,97%

5,31%

-4,31%

14,99%

3,46%

10,59%

-9,20%

3,18%

31,63%

Benchmark

4,88%

3,41%

-3,55%

12,49%

2,60%

8,26%

-12,07%

3,51%

18,96%

Performance as of January 31, 2023

*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

2023

Total

Perf.

6,76%

6,47%

-3,82%

17,96%

2,18%

17,09%

-9,73%

3,55%

44,21%

Benchmark

5,18%

4,10%

-4,97%

16,54%

2,45%

13,76%

-11,98%

4,37%

29,82%

Performance as of January 31, 2023

*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

2023

Total

Perf.

7,62%

8,04%

-3,54%

21,13%

1,31%

22,43%

-10,79%

3,92%

56,22%

Benchmark

5,43%

4,78%

-6,44%

20,67%

2,17%

19,47%

-11,94%

5,23%

41,08%

Performance as of January 31, 2023

*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

2023

Total

Perf.

8,98%

9,66%

-2,89%

24,32%

-0,11%

29,25%

-11,46%

4,29%

72,01%

Benchmark

5,59%

5,29%

-7,55%

23,83%

1,86%

23,90%

-11,94%

5,88%

49,76%

Performance as of January 31, 2023

*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

Revised by

Member

Participant

Awarded