Information as of July 31, 2026
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.45% | 3.29% | 3.17% | -2.98% | 2.01% | 3.30% | 0.44% | 2.54% | 1.90% | -2.22% | 3.44% | -2.46% | 13.31% |
| 2025 | 3.33% | -1.15% | -3.76% | 0.81% | 5.86% | 4.47% | 1.45% | 2.19% | 3.47% | 2.32% | 0.18% | 1.11% | 21.84% |
| 2026 | 3.08% | 1.19% | -7.37% | 10.34% | 4.93% | -0.75% | -0.47% | — | — | — | — | — | 10.51% |
| SOURCE S&P 500 UCITS ETF | 17.3% |
| ISHARES MSCI ACWI | 15.3% |
| JPM MAN MSCI AC WLD-USD S AC | 13.6% |
| VANG S&P500 USDA | 12.4% |