F

01 Jeden fundusz na cały świat · jednorazowo

FundStat

The simplest passive strategy: own the whole world in one fund and never trade. 100% iShares MSCI ACWI (ISAC), which holds about 2,500 large and mid-size companies from developed and emerging markets, weighted by size. No rebalancing; the fund reinvests dividends itself. Assumptions: a single 100,000 PLN deposit on 1 Nov 2016, no further deposits. Commissions, currency spreads and tax on ETF sales are not included.

Valuation currency
Portfolio value
€73,293
+€50,053Total Gain
Investor Return
215.37%
+12.16%Annualized
Portfolio Performance
215.37%
+12.16%Annualized

Holdings

Data from day: Nov 02
History
100.00%
3653+€50,210.93+217.57%€73,289.23$37.56
0.00%
---€3.62-
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Portfolio over time

TWR

+16.54%

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Benchmarking

#InstrumentReturnDiff
1
01 Jeden fundusz na cały świat · jednorazowo
+16.54%Base
2
S&P 500SPY
+14.11%-2.4 pp
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Transaction History

iShares MSCI ACWI UCITS ETF USD (Acc) logo by BrandfetchISAC2016-11-01
BUY
$25,349.63675 @ $37.56
PLN logo
USD logo
USDPLN2016-11-01
BUY
PLN 99,984.0125,349.63 @ PLN 3.94
Cash logo by BrandfetchCash2016-11-01
DEPOSIT
PLN 100,000.00PLN

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