Dlhopisové dôchodkové fondy
Porovnanie zhodnotenia dlhopisových 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. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 365.life - Dlhopisový | 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% |
| VÚB Generali - Klasik | 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% | 1,71% | 33,08% | 1,58% |
| UNIQA - Dlhopisový | 2,91% | 3,45% | 3,97% | 2,95% | 0,71% | 1,16% | 1,50% | 1,97% | 0,91% | 3,34% | -0,29% | 1,30% | 0,36% | -0,22% | 1,41% | 1,05% | -0,33% | -3,98% | 0,30% | 24,68% | 1,22% |
| NN - Solid | 3,11% | 3,18% | 4,04% | 2,98% | 2,86% | 1,42% | 1,07% | 3,19% | 0,96% | 2,86% | 0,84% | 1,29% | 0,38% | 0,14% | 0,88% | 2,71% | -1,11% | -9,83% | 1,58% | 24,11% | 1,19% |
| Allianz - Garant | 2,94% | 3,70% | 4,47% | 2,39% | 1,45% | 0,76% | 1,28% | 1,94% | 0,60% | 3,36% | 0,40% | 1,78% | 0,97% | 0,12% | 1,65% | 1,34% | -0,80% | -7,16% | 0,63% | 23,59% | 1,17% |
- Miera inflácie je vyjadrená harmonizovaným indexom spotrebiteľských cien na Slovensku (HICP), zdroj ECB