Porovnanie zhodnotenia fondu a výšky inflácie:
2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | Výnos za celé obdobie | Ročný výnos p.a. | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Profit, VÚB Generali | 3,49% | 4,43% | 4,15% | -7,84% | 1,69% | 1,86% | 2,12% | 3,76% | 5,52% | 10,32% | 3,92% | 5,20% | 6,73% | -5,02% | 17,15% | 2,26% | 17,68% | -13,18% | 10,46% | 98,61% | 3,78% |
MSCI World Index Total Return EUR | 23,87% | 7,93% | -1,18% | -37,24% | 26,72% | 20,14% | -1,84% | 14,75% | 21,86% | 20,14% | 11,03% | 11,39% | 8,10% | -3,58% | 30,30% | 7,26% | 31,64% | -12,34% | 12,65% | 387,46% | 8,93% |
Inflácia | 3,83% | 3,66% | 2,49% | 3,55% | 0,04% | 1,26% | 4,59% | 3,37% | 0,39% | -0,13% | -0,46% | 0,22% | 1,96% | 1,87% | 3,17% | 1,65% | 5,06% | 15,03% | - | 64,71% | 2,81% |