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Modern Value

Modern Value

Modern Value 20
Conservative:
Modern
Value 20

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Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Total

Value 20

11,94%

8,41%

0,10%

15,46%

4,59%

8,36%

5,19%

38,57%

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.

Modern Value 40
Defensive:
Modern
Value 40

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Value 40 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Total

Value 40

9,53%

9,96%

-1,79%

20,14%

9,30%

10,49%

7,65%

44,10%

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.

Modern Value 60
Balanced:
Modern
Value 60

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Value 60 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Total

Value 60

10,55%

13,49%

-1,22%

24,93%

15,96%

14,99%

10.15%

63,04%

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.

Modern Value 80
Dynamic:
Modern
Value 80

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Value 80 Jan 22

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Total

Value 80

7,80%

15,20%

-3,01%

29,26%

16,56%

17,78%

12,71%

61,59%

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.

Modern Value 100
Offensive:
Modern
Value 100

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Value 100 Januar 2022

Year

2016*

2017*

2018*

2019*

2020

2021

2022

2023

Total

Value 100

5,04%

16,90%

-4,81%

34,58%

17,04%

20,53%

15,30%

61,38%

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.

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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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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

Awards

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.

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