Mehrwertphasen Balance Plus AK IA

Status: 06/27/2025

Performance since inception

This value should not be blank.

Please note that in the case of a presentation of several funds, the most recent launch date acts as the start date.

Performance in years

2024 2023 2022 2021 2020 2019 2018
+5.17 +3.84 -6.32 +11.07 -2.93 +5.96 -8.27 R

R Short fiscal year

Performance in EUR and %

Single investment from 50,000 Euro
1 year EUR50,742.43 +1.48
3 years EUR54,398.88 +8.80
5 years EUR61,356.16 +22.71
10 years    
since launch EUR54,262.01 +8.52
average since launch p.a.   +1.16

The performance periods shown here do not refer to the calendar year, but to the status date on this page.

Savings plan from 50 Euro
1 year EUR606.91 +2.13 p.a.
3 years EUR1,904.05 +3.68 p.a.
5 years EUR3,236.26 +2.99 p.a.
10 years    
since launch EUR4,715.29 +2.54 p.a.
 

The performance periods shown here do not refer to the calendar year, but to the status date on this page.

This is detail text.