Indexové dôchodkové fondy
Porovnanie zhodnotenia indexových fondov, inflácie a indexu MSCI World:
| 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | Výnos za celé obdobie | Ročný výnos p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSCI World Index | 7,55% | 21,86% | 20,14% | 11,03% | 11,39% | 8,10% | -3,58% | 30,30% | 7,26% | 2,42% | 190,55% | 12,81% |
| NN - Index Global | 3,68% | 16,89% | 17,23% | 7,99% | 9,63% | 6,29% | -6,15% | 28,61% | 2,67% | 8,92% | 141,31% | 10,47% |
| AXA - Indexový | 4,86% | 18,04% | 17,08% | 7,96% | 9,99% | 6,36% | -6,16% | 28,58% | 4,36% | 2,77% | 136,84% | 10,33% |
| VÚB Generali - Index | 2,64% | 15,48% | 16,48% | 7,78% | 10,09% | 6,46% | -5,38% | 28,62% | 4,42% | 4,70% | 132,02% | 9,91% |
| DSS Poštovej banky - Perspektíva | 8,82% | 15,60% | 5,47% | 6,49% | 9,61% | 6,71% | -5,44% | 21,21% | 0,88% | 4,70% | 100,08% | 8,14% |
| NN - Index Euro | 15,65% | 18,31% | 3,32% | 5,59% | 2,56% | 9,41% | -12,61% | 28,46% | -3,97% | 3,91% | 87,61% | 7,35% |
| Inflácia | 3,37% | 0,39% | -0,13% | -0,46% | 0,22% | 1,96% | 1,87% | 3,17% | 1,65% | 0,32% | 12,98% | 1,23% |
- Index použitý na porovnanie - MSCI WORLD Total Return EUR
- Miera inflácie je vyjadrená harmonizovaným indexom spotrebiteľských cien na Slovensku (HICP), zdroj ECB