積立残高推移
世界経済インデックスファンド、4月も5万円積み立てしました。
累計積立額は節目の100万円となりました。
資産構成比推移
2月末から3月末にかけての株価上昇に伴い、株式の比率が上昇しています。
| 世界経済インデックスファンド資産構成比 （月報より作成） | ||||||||
| 国内債券 | 国内株式 | 外国債券 | 外国株式 | 新興国債券 | 新興国株式 | その他 | 合計 | |
| 基本組入比率 | 5% | 5% | 27.50% | 27.50% | 17.50% | 17.50% | 0% | 100% |
| 資産構成比 2015.01.30 | 3.62% | 5.36% | 27.32% | 28.59% | 16.56% | 16.99% | 1.57% | 100% |
| 資産構成比 2015.02.27 | 3.53% | 5.61% | 26.71% | 29.39% | 16.03% | 17.09% | 1.66% | 100% |
| 資産構成比 2015.03.31 | 3.69% | 5.68% | 27.27% | 29.12% | 16.25% | 16.85% | 1.12% | 100% |
| 資産構成比 2015.04.30 | 3.67% | 5.66% | 26.89% | 28.44% | 16.47% | 17.65% | 1.21% | 100% |
| 資産構成比 2015.05.29 | 3.59% | 5.78% | 26.86% | 28.98% | 16.27% | 17.17% | 1.35% | 100% |
| 資産構成比 2015.06.30 | 3.72% | 5.76% | 27.31% | 28.61% | 16.41% | 16.78% | 1.41% | 100% |
| 資産構成比 2015.07.31 | 3.74% | 5.80% | 27.57% | 29.22% | 16.15% | 15.90% | 1.62% | 100% |
| 資産構成比 2015.08.31 | 4.04% | 5.61% | 28.58% | 28.18% | 15.90% | 16.17% | 1.52% | 100% |
| 資産構成比 2015.09.30 | 4.22% | 5.39% | 29.64% | 27.36% | 15.75% | 15.97% | 1.68% | 100% |
| 資産構成比 2015.10.30 | 3.99% | 5.60% | 27.83% | 28.61% | 15.76% | 16.59% | 1.63% | 100% |
| 資産構成比 2015.11.30 | 3.98% | 5.65% | 27.74% | 28.81% | 15.93% | 16.52% | 1.37% | 100% |
| 資産構成比 2015.12.30 | 4.10% | 5.64% | 27.98% | 28.77% | 15.82% | 16.20% | 1.49% | 100% |
| 資産構成比 2016.01.29 | 4.29% | 5.40% | 29.28% | 27.18% | 16.24% | 15.95% | 1.66% | 100% |
| 資産構成比 2016.02.29 | 4.56% | 5.12% | 28.81% | 27.37% | 16.33% | 16.18% | 1.63% | 100% |
| 資産構成比 2016.03.31 | 4.33% | 5.07% | 27.74% | 27.40% | 16.69% | 17.20% | 1.56% | 100% |