Value Green 20
Conservative
Value
Green 20
Value 40 Jan 22

Year

2020*

2021*

2022

Total

Value Green 20

0,54%
0,59%
-0,59%
-0,40%

Benchmark

0,75%
0,86%
-0,22%
-0,39%

Performance as of October 31, 2022

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

Value Green 40
Defensive
Value
Green 40
Value 40 Jan 22

Year

2020*

2021*

2022

Total

Value Green 40

0,46%
0,90%
-0,37%
0,71%

Benchmark

0,56%
0,86%
-0,02%
-0,25%

Performance as of October 31, 2022

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

Value Green 60
Balanced
Value
Green 60
Value 40 Jan 22

Year

2020*

2021*

2022

Total

Value Green 60

0,39%
0,27%
-0,05%
0,16%

Benchmark

0,10%
0,08%
-0,17%
0,53%

Performance as of October 31, 2022

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

Value Green 80
Dynamic
Value
Green 80
Value 40 Jan 22

Year

2020*

2021*

2022

Total

Value Green 80

0,26%
0,87%
-0,39%
0,51%

Benchmark

0,50%
0,49%
-0,35%
0,25%

Performance as of October 31, 2022

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

Value Green 100
Offensive
Value
Green 100
Value 40 Jan 22

Year

2020*

2021*

2022

Total

Value Green 100

0,89%
0,48%
-0,37%
0,52%

Benchmark

0,46%
0,67%
-0,27%
0,74%

Performance as of October 31, 2022

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

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

Change portfolio

Value 40 Jan 22

Year

2020*

2021*

2022

Total

Perf.

3,54%

7,59%

-0,40%

Benchmark

3,75%

2,86%

-13,22%

-7,39%

Performance as of October 31, 2022

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

Value Green 40
Defensive:
Value
Green 40

Change portfolio

Value 40 Jan 22

Year

2020*

2021*

2022

Total

Perf.

5,46%

12,90%

6,71%

Benchmark

5,56%

7,86%

-15,02%

-3,25%

Performance as of October 31, 2022

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

Value Green 60
Balanced:
Value
Green 60

Change portfolio

Value 60 Jan 22

Year

2020*

2021*

2022

Total

Perf.

7,39%

18,27%

9,16%

Benchmark

7,10%

13,08%

-16,17%

1,53%

Performance as of October 31, 2022

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

Value Green 80
Dynamic:
Value
Green 80

Change portfolio

Value 80 Jan 22

Year

2020*

2021*

2022

Total

Perf.

9,26%

23,78%

14,51%

Benchmark

8,50%

18,49%

-17,35%

6,25%

Performance as of October 31, 2022

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

Value Green 100
Offensive:
Value
100 Green

Change portfolio

Value 100 Januar 2022

Year

2020*

2021*

2022

Total

Perf.

10,89%

29,48%

21,52%

Benchmark

9,46%

22,67%

-18,27%

9,74%

Performance as of October 31, 2022

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

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Value Green 20
Conservative
Value Green 40
Defensive
Value Green 60
Balanced
Value Green 80
Dynamic
Value Green 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 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.