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. | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dlhopisový, 365.life | 2,32% | 3,45% | 3,66% | 3,97% | 2,58% | 1,05% | 1,42% | 2,98% | 1,54% | 5,54% | 1,86% | 3,04% | 3,78% | -3,31% | 4,93% | 4,82% | -3,95% | -8,23% | 1,49% | 37,14% | 1,75% |
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% |