Financial Returns

Financials data per
Financials data per

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Financials data per

This portfolio has a positive performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.

11.8%

Net Return YTD

21.3%

Net Return Last 3 Years

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5%0%+5%+10%+15%

Your Portfolio Assets

+11.8%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Siemens Energy AG+100.0%0.4%
Rheinmetall AG+85.6%1.1%
Commerzbank AG+48.7%1.0%
SAP SE+30.6%10.3%
Deutsche Bank Aktiengesellschaft+29.4%2.0%

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