State Street ETF Model Portfolio Risikofreudig
80 % Aktienquote
0,18 % p.a. Portfolio TER
01.04.2012 Starttag
4 Anzahl ETFs
Beschreibung
SPDR ETFs ist die ETF-Sparte von State Street Global Advisors und ist einer der weltweit führenden Vermögensverwalter. State Street Global Advisors gilt mit der Auflage des ersten in den USA gelisteten ETFs im Jahr 1993 als Pionier in der Branche. Die große Produktvielfalt lässt kaum Wünsche offen. So können Anleger mit SPDR-ETFs problemlos ein risikofreudiges Weltportfolio aufbauen. Die breite Streuung ist das A und O des SPDR-Weltportfolios. In der Variante „Risikofreudig“ beträgt die Aktienquote 80 Prozent, um so die Chancen des Aktienmarkts gut abschöpfen zu können.
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Renditekennzahlen
| 1 Monat | +3,65 % |
| 3 Monate | +9,30 % |
| 6 Monate | +11,11 % |
| Lfd. Jahr | +20,41 % |
| 1 Jahr | +25,65 % |
| 3 Jahre | +19,49 % (6,10 % p.a.) |
| 5 Jahre | +56,15 % (9,40 % p.a.) |
| Seit Auflage (01.04.2012) | +212,44 % (9,42 % p.a.) |
Portfolio Kennzahlen
| Anzahl ETFs | 4 |
| Portfoliokosten (TER) | 0,18 % p.a. |
| Aktuelle Aussschüttung p.a. | 0,61 % |
| Portfolioerstellung | 01.04.2012 |
Wertentwicklung
Hier siehst du die Kursentwicklung des State Street ETF Model Portfolio Risikofreudig.
Regionen bzw. Assetklassen
Hier siehst du die Assetklassen/Regionenaufteilung.
Eingesetzte ETFs
Name | Gewichtung | Region | Land | Strategie | Ausschüttungs Rendite | TER | Assetklasse | Replikation | Sparpläne | |
|---|---|---|---|---|---|---|---|---|---|---|
Rendite des Musterportfolios
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Jahresrendite | Ausschüttung p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1,5 % | 3,2 % | 2,7 % | -2,5 % | 2,2 % | 2,4 % | 1,2 % | 1,1 % | 1,7 % | -0,1 % | 5,5 % | — | 20,41 % | 0,61 % |
| 2023 | 4,5 % | -0,2 % | 1,0 % | -0,3 % | 1,2 % | 2,8 % | 2,1 % | -0,8 % | -2,2 % | -3,0 % | 4,5 % | 3,0 % | 15,13 % | 0,59 % |
| 2022 | -3,7 % | -2,9 % | 3,0 % | -3,4 % | -1,8 % | -6,0 % | 7,6 % | -2,0 % | -6,7 % | 3,0 % | 2,2 % | -5,5 % | -13,30 % | 0,28 % |
| 2021 | -0,3 % | 0,7 % | 2,8 % | 0,7 % | -0,2 % | 3,2 % | 0,2 % | 2,1 % | -2,0 % | 3,8 % | -0,8 % | 3,3 % | 20,68 % | 0,27 % |
| 2020 | 0,1 % | -6,7 % | -14,4 % | 12,8 % | 4,6 % | 1,4 % | 0,3 % | 3,2 % | -1,7 % | -1,5 % | 7,3 % | 2,0 % | 5,39 % | 0,30 % |
| 2019 | 6,5 % | 2,9 % | 1,9 % | 1,9 % | -4,8 % | 4,5 % | 1,5 % | -0,5 % | 2,3 % | 1,2 % | 2,6 % | 2,5 % | 24,25 % | — |
| 2018 | 1,7 % | -1,3 % | -1,1 % | 2,4 % | 2,2 % | -1,2 % | 2,4 % | 1,3 % | 0,5 % | -4,8 % | 0,6 % | -7,7 % | -5,06 % | — |
| 2017 | -0,8 % | 3,9 % | -0,7 % | -0,3 % | -1,0 % | -1,5 % | -1,3 % | -0,8 % | 1,7 % | 2,1 % | -0,8 % | 0,8 % | 6,17 % | — |
| 2016 | -3,1 % | -0,5 % | 1,0 % | 1,7 % | 2,8 % | 0,5 % | 3,0 % | 0,7 % | 0,1 % | 0,1 % | 4,6 % | 3,2 % | 13,15 % | — |
| 2015 | 4,4 % | 5,1 % | 2,1 % | -1,2 % | 1,2 % | -3,6 % | 0,7 % | -7,3 % | 0,0 % | 7,8 % | 2,5 % | -4,2 % | 7,22 % | — |
Risikohinweis
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