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 | 2022 | 2023 | 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% | 31,64% | -12,34% | 9,43% | 373,55% | 8,92% |
| 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% | 21,58% | -12,96% | 8,96% | 123,29% | 4,51% |
| NN - Rešpekt | 0,00% | 0,00% | 0,00% | 0,00% | 0,00% | 0,00% | 0,00% | 15,65% | 18,31% | 3,32% | 5,59% | 2,56% | 9,41% | -12,61% | 28,46% | -3,97% | 19,84% | -16,91% | 8,02% | 94,19% | 6,14% |
| 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% | 17,68% | -13,18% | 7,26% | 92,85% | 3,67% |
| 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% | 13,34% | -15,09% | 5,53% | 68,05% | 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% | 5,06% | 15,03% | - | 64,71% | 2,81% |
| UNIQA - 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% | 11,42% | -10,70% | 4,14% | 60,85% | 2,65% |
| 365.life - Akciový | 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% | -10,54% | -27,62% | 2,65% | 3,72% | 0,20% |
- Index použitý na porovnanie - MSCI WORLD Total Return EUR
- Miera inflácie je vyjadrená harmonizovaným indexom spotrebiteľských cien na Slovensku (HICP), zdroj ECB