Value Green Performance

Value Green 20

Conservative

Value

Green 20

Year

2020*

2021*

2022

2023

Total

Value Green 20

0,54%

0,59%

-0,25%

0,12%

0,97%

Benchmark

0,75%

0,86%

-0,13%

0,77%

-0,62%

Performance as of January 31, 2023

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

Value Green 40

Defensive

Value

Green 40

Year

2020*

2021*

2022

2023

Total

Value Green 40

0,46%

0,90%

-0,48%

0,85%

0,17%

Benchmark

0,56%

0,86%

-0,46%

0,06%

0,53%

Performance as of January 31, 2023

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

Value Green 60

Balanced

Value

Green 60

Year

2020*

2021*

2022

2023

Total

Value Green 60

0,39%

0,27%

-0,89%

0,59%

0,28%

Benchmark

0,10%

0,08%

-0,19%

0,24%

0,38%

Performance as of January 31, 2023

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

Value Green 80

Dynamic

Value

Green 80

Year

2020*

2021*

2022

2023

Total

Value Green 80

0,26%

0,87%

-0,22%

0,05%

0,27%

Benchmark

0,50%

0,49%

-0,97%

0,42%

0,34%

Performance as of January 31, 2023

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

Value Green 100

Offensive

Value

Green 100

Year

2020*

2021*

2022

2023

Total

Value Green 100

0,89%

0,48%

-0,98%

0,04%

0,66%

Benchmark

0,46%

0,67%

-0,60%

0,31%

0,61%

Performance as of January 31, 2023

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

Value Green 20

Conservative:

Value

Green 20

Change portfolio

Year

2020*

2021*

2022

2023

Total

3,54%

7,59%

-11,25%

2,12%

0,97%

Benchmark

3,75%

2,86%

-12,13%

2,77%

-3,62%

Performance as of January 31, 2023

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

Value Green 40

Defensive:

Value

Green 40

Change portfolio

Year

2020*

2021*

2022

2023

Total

5,46%

12,90%

-12,48%

2,85%

7,17%

Benchmark

5,56%

7,86%

-13,46%

4,06%

2,53%

Performance as of January 31, 2023

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

Value Green 60

Balanced:

Value

Green 60

Change portfolio

Year

2020*

2021*

2022

2023

Total

7,39%

18,27%

-16,89%

2,59%

8,28%

Benchmark

7,10%

13,08%

-14,19%

5,24%

9,38%

Performance as of January 31, 2023

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

Value Green 80

Dynamic:

Value

Green 80

Change portfolio

Yeat

2020*

2021*

2022

2023

Total

9,26%

23,78%

-20,22%

3,05%

11,27%

Benchmark

8,50%

18,49%

-14,97%

6,42%

16,34%

Performance as of January 31, 2023

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

Value Green 100

Offensive:

Value

100 Green

Change portfolio

Year

2020*

2021*

2022

2023

Total

10,89%

29,48%

-21,98%

5,04%

17,66%

Benchmark

9,46%

22,67%

-15,60%

7,31%

21,61%

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 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.

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