Porovnanie zhodnotenia fondu a výšky inflácie:
| 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | Výnos za celé obdobie | Ročný výnos p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|
| Index, NN | 15,65% | 18,31% | 3,32% | 5,59% | 2,56% | 9,41% | -12,61% | 7,42% | 57,22% | 6,84% |
| MSCI World Index Total Return EUR | 6,97% | 21,86% | 20,14% | 11,03% | 11,39% | 8,10% | -3,58% | 11,60% | 125,32% | 12,60% |
| Inflácia | 3,37% | 0,39% | -0,13% | -0,46% | 0,22% | 1,96% | 1,87% | - | 7,39% | 1,02% |
