Porovnanie zhodnotenia fondu a výšky inflácie:
| 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | Výnos za celé obdobie | Ročný výnos p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Akciový, AXA | 3,42% | 4,94% | 3,73% | -6,80% | -0,13% | 1,21% | 1,48% | 2,20% | 3,83% | 8,60% | 3,24% | 5,33% | 2,59% | -2,42% | 4,13% | 40,60% | 2,48% |
| MSCI World Index Total Return EUR | 23,87% | 7,93% | -1,18% | -37,24% | 26,72% | 20,14% | -1,84% | 14,75% | 21,86% | 20,14% | 11,03% | 11,39% | 8,10% | -3,58% | 11,60% | 199,47% | 8,20% |
| 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% | - | 29,97% | 1,89% |
