Deep dive into your investment history
XIRR
+35.68%
Annualized money-weighted return
Net Invested
€ 58.848,37
Unrealized Gain
+€ 2.133.028,27(+438.6%)
Portfolio Value
€ 2.619.305,15
| Year | Cash In | Dividends | Interest | Realized Gains | Fees | Net Return | Unrealized (year-end) |
|---|---|---|---|---|---|---|---|
| 2014 | € 7.895,41 | € 52,00 | — | — | € 40,00 | +€ 12,00 | -€ 1.020,41 |
| 2015 | € 4.230,81 | € 229,80 | — | — | € 15,93 | +€ 213,87 | +€ 640,99(+9.3%) |
| 2016 | € 24.757,38 | € 758,88 | — | — | € 90,84 | +€ 668,04 | +€ 5.783,08(+48.0%) |
| 2017 | € 75.151,84 | € 1.552,14 | — | -€ 687,55 | € 149,76 | +€ 714,83 | +€ 40.624,49(+91.7%) |
| 2018 | € 100.927,65 | € 2.628,32 | — | +€ 1.470,87 | € 256,25 | +€ 3.842,94 | -€ 53.508,19(-35.8%) |
| 2019 | € 13.012,00 | € 3.870,53 | — | -€ 810,55 | € 280,38 | +€ 2.779,60 | +€ 70.335,68(+40.0%) |
| 2020 | € 26.817,58 | € 2.975,47 | — | +€ 23.808,76 | € 278,33 | +€ 26.505,90 | +€ 258.213,08(+97.3%) |
| 2021 | € -49.179,28 | € 1.675,75 | — | +€ 84.904,62 | € 405,97 | +€ 86.174,39 | +€ 170.819,63(+30.6%) |
| 2022 | € -69.335,56 | € 337,03 | — | +€ 66.265,56 | € 276,37 | +€ 66.326,22 | -€ 473.780,90(-63.9%) |
| 2023 | € 21.225,06 | € 180,03 | € 916,47 | +€ 34.511,71 | € 326,80 | +€ 35.281,40 | +€ 275.983,65(+92.4%) |
| 2024 | € -8.880,97 | — | € 4.405,96 | +€ 8.222,15 | € 531,61 | +€ 12.096,49 | +€ 891.921,51(+153.5%) |
| 2025 | € -78.608,65 | € 12,53 | € 2.146,74 | +€ 195.072,49 | € 1.356,46 | +€ 195.875,30 | +€ 1.244.216,98(+81.4%) |
| 2026 | € -9.164,89 | — | — | +€ 45.361,08 | € 333,64 | +€ 45.027,45 | -€ 299.864,62(-10.5%) |
| Total | € 58.848,37 | € 14.272,48 | € 7.469,16 | +€ 458.119,13 | € 4.342,34 | +€ 475.518,43 | — |