Modern Value 20
Conservative
Modern
Value 20
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Modern Value 20

0,94%
0,41%
0,10%
0,46%
0,59%
0,36%
-0,06%
0,43%

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.

Modern Value 40
Defensive
Modern
Value 40
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Modern Value 40

0,53%
0,96%
-0,79%
0,14%
0,30%
0,49%
-0,04%
0,22%

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.

Modern Value 60
Balanced
Modern
Value 60
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Modern Value 60

0,55%
0,49%
-0,21%
0,46%
0,96%
0,99%
-0,28%
0,68%

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.

Modern Value 80
Dynamic
Modern
Value 80
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Modern Value 80

0,80%
0,20%
-0,01%
0,26%
0,56%
0,78%
-0,47%
0,75%

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.

Modern Value 100
Offensive
Modern
Value 100
Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Modern Value 100

0,04%
0,90%
-0,81%
0,18%
0,04%
0,53%
-0,61%
0,10%

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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Modern Value 20
Conservative
Modern Value 40
Defensive
Modern Value 60
Balanced
Modern Value 80
Dynamic
Modern Value 100
Offensive
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Modern Value 20
Conservative:
Modern
Value 20

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Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Value 20

11,94%

8,41%

0,10%

15,46%

4,59%

8,36%

33,43%

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.

Modern Value 40
Defensive:
Modern
Value 40

Switch portfolio

Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Value 40

9,53%

9,96%

-1,79%

20,14%

9,30%

10,49%

37,22%

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.

Modern Value 60
Balanced:
Modern
Value 60

Switch portfolio

Value 60 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Value 60

10,55%

13,49%

-1,22%

24,93%

15,96%

14,99%

53,68%

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.

Modern Value 80
Dynamic:
Modern
Value 80

Switch portfolio

Value 80 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Value 80

7,80%

15,20%

-3,01%

29,26%

16,56%

17,78%

50,75%

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.

Modern Value 100
Offensive:
Modern
Value 100

Switch portfolio

Value 100 Januar 2022

Year

2016*

2017*

2018*

2019*

2020

2021

2022

Total

Value 100

5,04%

16,90%

-4,81%

34,58%

17,04%

20,53%

49,10%

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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Modern Value 20
Conservative
Modern Value 40
Defensive
Modern Value 60
Balanced
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Dynamic
Modern Value 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 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 extraETF 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.