Equity, bond, balanced and real estate funds have developed over the past 30 years. The unit value of the investment fund, i.e. the fund price without subscription fee, is used as the basis for the calculations.
Fund savings plans can be used to build up a sizeable wealth.
How did the individual fund categories perform?
How have individual funds developed?
Performance of VL Savings Plan
Here you will find an explanation of the abbreviations that are used in the statistics.
The calculation of the BVI performance statistics follows the time-weighted method customary for funds. The BVI method uses public investment fund prices and thus takes into account all explicit and implicit fund costs. In the case of savings plans, issue subscription fees are also taken into account. Distributions are assumed to be reinvested in new investment fund units. This makes distributing and accumulating funds comparable.
The BVI method (available in German only)