2D·

1-year performance: current result

$GERD (+0.29%) has actually achieved a return of approx. 1% more than the ACWI IMI over 1 year, exactly as predicted. (With TER additional costs of 0.3%, i.e. an outperformance of +0.7%).

I am thrilled how perfectly Gerd Kommer has put his financial theory into practice - and therefore gladly prepared to pay the slightly higher TER of 0.5% !!!!

9 Comments

Alpalaka@Alpalaka

Don't you think that one year is a bit short to evaluate the performance of an ETF?

By the way: https://www.justetf.com/de/etf-comparison.html?isin=IE0001UQQ933&isin=IE00B6R52259

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Jürgen S@Snoopyjs

Nice that it worked out for you, but depending on the time of entry and the period under consideration, things look different...at 3 and 5 years it is behind....higher TER not yet taken into account

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Alex@AlexBloch

@Snoopyjs This is precisely why it is not designed for 3 or 5 years, but for at least 10, so that you can safely ignore times of crisis, even if you happen to have entered just before them. (Incidentally, there would have been an additional booster if you had entered the market at a favorable time during a crisis. Overall, this averages out at different entry points, especially with a 10-year holding period, so that you get the systematic market return plus approx. 1%).

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Banana M.@Banana_Millionaire

Well less US exposure = less affected by the $/€ exchange rate.
I don't think it will make it in the long term, but I continue to follow the ETF with great interest.

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Mau@ProMau

If you set it to Max, it's about 3.5% behind. And even that is hardly enough in the long term.

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Alex@AlexBloch

@ProMau However, it starts in the boom year 2024, i.e. at the high, so it's no wonder that it made so little return over this period - but the other world indices fared the same... So: in comparison over 1 year, it has done better so far, especially since we had the Trump short crash in the middle, which all indices had to survive. And I bet it will continue to do so in the coming years and comparisons...

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