Stoic.
realizes returns.
We spread your capital ultra-passively across the global economy. That is not only good for your peace of mind, but also for your money. On this page, you will find the realised monthly returns and a graphical overview starting from 2012.
Past performance is no guarantee of future results. Investing involves risks. You may lose part of your capital.
| Profile | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Stoic 10
Consists of approximately 10% shares and 90% risk-averse bonds (as bonds can also carry risk).
|
0.63% | 0.63% | |||||||||||
|
Stoic 30
Consists of approximately 30% shares and 70% risk-averse bonds (as bonds can also carry risk).
|
0.96% | 0.96% | |||||||||||
|
Stoic 50
Consists of approximately 50% shares and 50% risk-averse bonds (as bonds can also carry risk).
|
1.30% | 1.30% | |||||||||||
|
Stoic 70
Consists of approximately 70% shares and 30% risk-averse bonds (as bonds can also carry risk).
|
1.63% | 1.63% | |||||||||||
|
Stoic 90
Consists of approximately 90% shares and 10% risk-averse bonds (as bonds can also carry risk).
|
1.97% | 1.97% | |||||||||||
|
Stoic 100
Consists of 100% shares.
|
2.14% | 2.14% |
All returns after deduction of all costs.
The Stoic 10 and Stoic 70 profiles started on 31-5-2013. The returns for these profiles from 31-12-2011 to 31-5-2013 have been recalculated based on the model weights for these profiles.
The Stoic 90 profile started on 31-12-2014. The returns for this profile from 31-12-2011 to 31-12-2014 have been recalculated based on the model weights for this profile.