Indexové dôchodkové fondy
Porovnanie zhodnotenia indexových fondov, inflácie a indexu MSCI World:
| 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | Výnos za celé obdobie | Ročný výnos p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSCI World Index | 7,77% | 21,86% | 20,14% | 11,03% | 11,39% | 8,10% | -3,58% | 30,30% | 7,26% | 31,64% | -12,34% | 9,43% | 258,96% | 12,15% |
| UNIQA - Indexový | 4,86% | 18,04% | 17,08% | 7,96% | 9,99% | 6,36% | -6,16% | 28,58% | 4,36% | 28,58% | -13,58% | 8,31% | 177,37% | 9,59% |
| VÚB Generali - Index | 2,64% | 15,48% | 16,48% | 7,78% | 10,09% | 6,46% | -5,38% | 28,62% | 4,42% | 28,73% | -13,45% | 8,94% | 168,99% | 9,27% |
| NN - Index Global | 3,68% | 16,89% | 17,23% | 7,99% | 9,63% | 6,29% | -6,15% | 28,61% | 2,67% | 28,28% | -13,27% | 8,80% | 168,18% | 9,29% |
| 365.life - Indexový | 8,82% | 15,60% | 5,47% | 6,49% | 9,61% | 6,71% | -5,44% | 21,21% | 0,88% | 25,39% | -14,01% | 6,97% | 120,39% | 7,37% |
| Inflácia | 3,37% | 0,39% | -0,13% | -0,46% | 0,22% | 1,96% | 1,87% | 3,17% | 1,65% | 5,06% | 15,03% | - | 36,10% | 2,84% |
- Index použitý na porovnanie - MSCI WORLD Total Return EUR
- Miera inflácie je vyjadrená harmonizovaným indexom spotrebiteľských cien na Slovensku (HICP), zdroj ECB