Wertentwicklung Anlagemodule
| Gleitendes Jahresmittel | Anlagemodul 1 | Anlagemodul 2 | Anlagemodul 3* |
|---|---|---|---|
| 1991 - 2023 | +2.99% | +3.87% | +1.08% |
*Start: 1.7.2010
| Kursentwicklung | Anlagemodul 1 | Anlagemodul 2 | Anlagemodul 3 |
|---|---|---|---|
| 2010 | +3.81% | +3.19% | +1.00% |
| 2011 | +1.09% | -1.30% | +2.00% |
| 2012 | +6.97% | +8.82% | +1.50% |
| 2013 | +2.70% | +5.70% | +1.50% |
| 2014 | +7.72% | +9.85% | +1.75% / +1.50% |
| 2015 | -0.26% | -0.88% | +1.75% / +1.50% |
| 2016 | +1.17% | +2.58% | +1.25% / +1.00% |
| 2017 | +3.46% | +8.51% | +1.00% / +0.25% |
| 2018 | -3.96% | -5.93% | +1.00% / +0.25% |
| 2019 | +9.32% | +13.04% | +1.00% / +0.25% |
| 2020 | +4.32% | +4.89% | +1.00% / +0.125% |
| 2021 | +5.48% | +7.27% | +1.00% / +0.125% |
| 2022 | -15.12% | -15.95% | +1.00% / +0.25% |
| 2023 | +7.10% | +7.93% | +1.00% / 0.25% |
| Kursentwicklung 2023 | Anlagemodul 1 | Anlagemodul 2 | AM3 (oblig./überobl.) |
|---|---|---|---|
| Januar | 3.00% | 3.85% | 0.083% / 0.021% |
| Februar | -1.21% | -1.42% | 0.083% / 0.021% |
| März | 0.66% | 0.54% | 0.083% / 0.021% |
| April | 0.94% | 0.77% | 0.083% / 0.021% |
| Mai | -0.03% | -0.27% | 0.083% / 0.021% |
| Juni | 0.87% | 1.66% | 0.083% / 0.021% |
| Juli | 0.58% | 1.16% | 0.083% / 0.021% |
| August | -0.80% | -1.39% | 0.083% / 0.021% |
| September | -1.37% | -1.77% | 0.083% / 0.021% |
| Oktober | -1.62% | -2.35% | 0.083% / 0.021% |
| November | 3.57% | 4.25% | 0.083% / 0.021% |
| Dezember | 2.45% | 2.89% | 0.083% / 0.021% |
| Total | 7.10% | 7.93% | 1.00% / 0.25% |
| Kursentwicklung 2024 | Anlagemodul 1 | Anlagemodul 2 | AM3 (oblig./überobl.) |
|---|---|---|---|
| Januar | 0.58% | 0.40% | 0.104% / 0.083% |
| Februar | 1.29% | 2.02% | 0.104% / 0.083% |
| März | 2.13% | 2.59% | 0.104% / 0.083% |
| April | -1.73% | -1.92% | 0.104% / 0.083% |
| Mai | 0.91% | 1.45% | 0.104% / 0.083% |
| Juni | 1.48% | 1.30% | 0.104% / 0.083% |
| Juli | 1.18% | 1.41% | 0.104% / 0.083% |
| August | 0.57% | 0.56% | 0.104% / 0.083% |
| September | 0.92% | 1.12% | 0.104% / 0.083% |
| Oktober | -0.46% | -0.80% | 0.104% / 0.083% |
| November | 0.104% / 0.083% | ||
| Dezember | 0.104% / 0.083% | ||
| Total | 7.03% | 8.33% | 1.25% / 1.00% |
Deckungsgradentwicklung seit 2006
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