Akciové dôchodkové fondy
Porovnanie zhodnotenia akciových fondov, inflácie a indexu MSCI World:
| 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | Výnos za celé obdobie | Ročný výnos p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSCI World Index | 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% | 3,03% | 286,38% | 8,90% |
| Allianz - Progres | 3,58% | 5,17% | 3,54% | -6,91% | 1,11% | 0,78% | 1,30% | 2,94% | 4,33% | 10,85% | 2,52% | 11,10% | 7,60% | -5,51% | 24,43% | 4,16% | 3,15% | 99,76% | 4,46% |
| VÚB Generali - Profit | 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% | 2,27% | 79,96% | 3,78% |
| DSS Poštovej banky - Prosperita | 3,74% | 5,09% | 2,09% | -8,56% | 1,53% | 1,23% | 1,27% | 4,46% | 3,69% | 8,56% | 0,55% | 0,16% | 8,83% | -11,84% | 13,43% | 14,30% | 4,56% | 63,18% | 3,14% |
| NN - Dynamika | 3,12% | 3,02% | 3,26% | -6,86% | 1,42% | 1,53% | 1,26% | 3,44% | 3,15% | 9,69% | 2,63% | 6,83% | 7,37% | -4,52% | 15,59% | 2,16% | -5,08% | 57,07% | 2,89% |
| AXA - Akciový | 3,42% | 4,94% | 3,73% | -6,80% | -0,13% | 1,21% | 1,48% | 2,20% | 3,83% | 8,60% | 3,24% | 5,33% | 2,59% | -2,42% | 11,57% | 3,05% | 1,05% | 56,85% | 2,89% |
| 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% | - | 36,29% | 1,95% |
- Index použitý na porovnanie - MSCI WORLD Total Return EUR
- Miera inflácie je vyjadrená harmonizovaným indexom spotrebiteľských cien na Slovensku (HICP), zdroj ECB