News update 19 July 2024
Returns up to and including the first quarter of 2024: How does Stoic perform?
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% | 0.94% | -2.27% | 0.94% | 1.06% | 1.27% | |||||||
|
Stoic 30
Consists of approximately 30% shares and 70% risk-averse bonds (as bonds can also carry risk).
|
0.96% | 1.16% | -2.68% | 2.45% | 1.98% | 3.85% | |||||||
|
Stoic 50
Consists of approximately 50% shares and 50% risk-averse bonds (as bonds can also carry risk).
|
1.30% | 1.38% | -3.09% | 3.96% | 2.90% | 6.46% | |||||||
|
Stoic 70
Consists of approximately 70% shares and 30% risk-averse bonds (as bonds can also carry risk).
|
1.63% | 1.60% | -3.51% | 5.47% | 3.82% | 9.10% | |||||||
|
Stoic 90
Consists of approximately 90% shares and 10% risk-averse bonds (as bonds can also carry risk).
|
1.97% | 1.82% | -3.92% | 6.97% | 4.74% | 11.77% | |||||||
|
Stoic 100
Consists of 100% shares.
|
2.14% | 1.93% | -4.13% | 7.73% | 5.20% | 13.11% |
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.
Calm Capital Control ensures better returns
We invest ultra-passively.
No one can consistently predict market prices correctly. That is why we simply follow the global economy. It is no longer a secret that this approach delivers far better returns than active investing.
We keep costs very low.
You won’t find fancy client events here, because they only add unnecessary expense. High costs can still wipe out a strong return. View Stoic’s fees and compare them with other asset managers.
We do not think fancy is all that fancy.
Sure, a nice return sounds great. But if a big chunk disappears into exclusive client events and expensive Christmas wine, there is not much left. That is why at Stoic we keep costs as low as possible. You will not be pampered, but you can count on keeping as much return as possible.
Henk Kras Director
Read more about our returns
By Freddy Forger
Frequently asked question:
You spread capital as broadly as possible across the global economy. That feels safe. But is it also good for returns?
Absolutely. Just read this blog article. It shows that at Stoic, we achieve (much) better returns than the average Dutch asset manager.
How?
Here’s the deal: many active investors try to "beat the market", meaning they try to pick just the right stocks that will outperform. The underperforming stocks are, of course, left out. The goal is to outperform the average return of the entire market, which includes both winners and losers.
But today, stock prices are influenced by so many unpredictable factors that, in our view, forecasting them is impossible. Active investing has become little more than guesswork. Sometimes you're lucky, but more often you're not. And over the long term, this hit-and-miss approach usually delivers weaker returns.
That’s why we at Stoic ignore the noise. We spread your capital as broadly as possible across the global economy, and then barely touch it. Share prices may be unpredictable, but the global economy grows over time. We follow the market. Study after study shows this is best for your return. We know, it’s boring. But it’s the hard truth.
