Year | Jan | Feb | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | Total |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2004 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.06 | 0.67 | 1.50 | 0.25 | 2.43 | 2.46 | 8.64 |
2005 | 0.01 | 1.03 | -0.71 | -0.45 | 1.74 | 1.15 | 1.84 | 1.45 | 2.10 | -1.35 | 2.38 | 1.57 | 11.21 |
2006 | 1.27 | 1.18 | 2.58 | 1.27 | -2.27 | -0.05 | 0.60 | 2.25 | 1.56 | 1.61 | 1.07 | 0.87 | 12.55 |
2007 | 1.07 | -1.45 | 0.63 | 2.24 | 2.02 | 0.75 | 1.76 | -0.05 | 3.06 | 2.81 | 0.49 | 1.92 | 16.24 |
2008 | -2.61 | 0.41 | -1.22 | 2.28 | -0.15 | -3.32 | 1.56 | 1.22 | -1.68 | -3.40 | -0.54 | 1.96 | -5.57 |
2009 | 0.01 | -0.16 | 2.22 | 3.48 | 6.04 | 0.92 | 2.22 | 0.62 | 1.67 | -0.22 | 1.69 | 1.08 | 21.22 |
2010 | -0.38 | 0.47 | 1.65 | 0.38 | -0.46 | 0.96 | 0.77 | 0.74 | 2.15 | 0.30 | 0.08 | 0.99 | 7.90 |
2011 | -1.26 | -0.22 | 1.92 | 0.58 | 0.02 | 0.62 | 0.16 | -0.89 | 0.51 | 1.56 | -1.04 | -0.39 | 1.54 |
2012 | 2.98 | 1.48 | 0.33 | 0.25 | -0.43 | 1.65 | 0.64 | 0.53 | 1.84 | 0.46 | 1.44 | 0.98 | 12.79 |
2013 | 0.92 | -0.72 | 0.22 | 1.64 | 0.57 | -0.19 | -0.84 | -0.50 | 2.16 | 2.71 | 0.35 | 1.19 | 7.70 |
2014 | -0.36 | 0.84 | 2.37 | 0.40 | 2.63 | 1.82 | 0.67 | 1.26 | 1.02 | 1.81 | 1.46 | -0.03 | 14.77 |
2015 | 1.88 | 0.29 | 0.38 | -0.17 | 1.33 | 0.26 | 1.43 | -0.60 | 0.62 | 0.91 | 0.16 | 0.24 | 6.94 |
2016 | -0.56 | -0.81 | 3.00 | 0.84 | 1.22 | 0.91 | 1.38 | 1.02 | 0.25 | 0.74 | -0.33 | -0.04 | 7.84 |
2017 | 1.53 | 1.23 | 0.98 | 0.85 | 0.80 | 0.29 | 1.76 | 0.08 | 0.21 | 1.52 | 0.27 | 0.79 | 10.79 |
2018 | 0.86 | -0.70 | -0.20 | 1.10 | 0.23 | 0.22 | 1.24 | 1.26 | -1.31 | -0.29 | 1.15 | 0.78 | 4.40 |
2019 | 0.22 | 0.46 | 2.18 | 0.16 | 0.87 | 0.05 | -0.61 | 0.02 | 1.25 | 1.33 | 0.84 | 0.19 | 7.16 |
2020 | 0.30 | -1.05 | -4.32 | 3.15 | 0.65 | 1.70 | 1.15 | 1.30 | -0.64 | 1.14 | 2.98 | 1.54 | 7.98 |
2021 | 0.72 | 2.50 | 0.05 | 0.25 | 1.81 | 0.59 | 0.65 | 0.94 | 1.02 | 0.56 | -0.45 | 0.38 | 9.38 |
2022 | 0.60 | -0.80 | -0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.32 |
all values are in % |
Equity Allocation | Min: 10 Max: 30 |
Debt Allocation | Min: 70 Max: 90 |
Commodity Allocation | Min: 0 Max: 0 |
Money Market | Min: 0 Max: 0 |