Pensionifondide võrdlus indeksiga blogisse
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Vanguardi aastased tootlused
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20032004200520062007200820092010201120122013201420152016
Kokku tootlus
check
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per algus1/7/200301.01.0403.01.0502.01.0601.01.0701.01.0801.01.0901.01.1003.01.1102.01.1201.01.1301.01.1401.01.1501.01.16
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per lõpp12/31/200331.12.0431.12.0531.12.0631.12.0731.12.0831.12.0931.12.1031.12.1131.12.1231.12.1331.12.1431.12.1530.08.16
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Tootlused
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Võlakirjad1.041.071.050.991.021.091.041.011.031.101.021.121.011.064.68%
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Aktsiad1.061.061.261.070.980.621.251.190.971.141.211.191.101.026.66%
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Indeksi tootlusaastaskokku
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50%1.051.071.151.031.000.851.151.101.001.121.111.161.061.046.09%1.59
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75%1.051.061.211.050.990.741.201.150.991.131.161.171.081.039.18%1.69
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Inflatsioon1.011.031.041.011.071.101.001.031.051.041.031.001.001.002.90%1.37
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Teenustasu1.01551.01551.01551.0021.01551.01551.01551.01551.00241.01451.01451.01451.01251.0111.21%1.14
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LHV L1.101.091.221.141.060.771.301.160.911.141.041.021.051.036.66%
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aasta20032004200520062007200820092010201120122013201420152016
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LHV L võrreldes indeksiga5.1%2.3%6.8%10.4%5.7%-7.9%14.9%6.0%-8.9%1.8%-7.3%-13.4%-0.3%-1.0%
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LHV L kumulatiivne inflow (m)
1057366
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Indeksifondi 10 aasta tootlus
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aastas
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Agressiivne10.55%123.00%
alates 5.05.2009
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Progressiivne5.05%72.00%
alates 28.10.2006
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Inflatsioon37.00%
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Teenustasu14%
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5 aasta tootlus
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Agressiivne76%
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Progressiivne63%
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Inflatsioon7%
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Teenustasu7%
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