Investment Results

As of: 31.03.2020


  • Historical investment results and key figures only allow investors to draw limited conclusions about similar results in the future.
  • Disclosed results before 09.06.2008 are the average of the aggregated wealth management mandates, thereafter results from the RIV Rationalinvest Vermögensverwalterfonds are used.
  • Calculations of results include all costs and follow  the BVI-methodology.
  • The German Equity Index (DAX) as well as the composite of 20% REX Performance (Bond index)/80% MSCI World gross in EUR (Equity Index) are no official benchmark. The illustration is solely meant for information purposes.

Investment results by calendar year

Investment results by timeframe

Cumulative performance of a 100 Euro investment