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. | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Klasik, VÚB Generali | 2,75% | 3,45% | 3,89% | 2,65% | 1,64% | 1,85% | 2,05% | 3,43% | 2,01% | 3,74% | 1,53% | 2,71% | 2,21% | -1,61% | 3,17% | 0,93% | -0,18% | -8,43% | 2,86% | 34,58% | 1,62% |
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% |