| 国内 | 日本株（未上場／上場） |
|---|---|
| 海外 | 投資ファンド、不動産、債権 |
| 過去実績 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 | 年利回り |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | -0.03% | -0.74% | 0.89% | 0.99% | 1.00% | 1.09% | -0.09% | 3.39% | 2.89% | 2.10% | 1.94% | 4.73% | 18.16% |
| 2021 | 4.05% | 6.38% | 5.16% | 2.89% | 2.73% | 1.83% | 3.56% | 4.39% | 2.68% | 1.74% | 13.19% | 0.97% | 49.58% |
| 2022 | 1.12% | 1.89% | 2.92% | 2.69% | 2.90% | 3.07% | 3.01% | 3.06% | 2.41% | 3.06% | 3.05% | -0.44% | 28.74% |
| 2023 | 3.07% | 2.84% | 2.76% | 2.60% | 2.97% | 2.92% | 2.38% | 2.53% | 2.68% | 2.30% | 2.70% | 3.07% | 32.82% |
