Zmiešané dôchodkové fondy
Porovnanie zhodnotenia zmiešaných fondov a 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. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VÚB Generali - Mix | 3,28% | 4,14% | 4,11% | -5,74% | 1,66% | 1,90% | 2,13% | 3,76% | 3,66% | 10,23% | 3,69% | 4,59% | 5,30% | -4,39% | 11,73% | 1,43% | 9,93% | -10,00% | 0,00% | 62,09% | 2,85% |
| 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% |
| NN - Harmónia | 2,87% | 3,13% | 3,65% | -5,16% | 1,33% | 1,54% | 1,40% | 3,50% | 2,30% | 6,10% | 2,01% | 5,59% | 5,74% | -3,49% | 12,72% | 2,95% | 7,60% | -14,84% | 6,45% | 52,04% | 2,29% |
- Miera inflácie je vyjadrená harmonizovaným indexom spotrebiteľských cien na Slovensku (HICP), zdroj ECB