As of: 31.05.2019
- 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
|Timeframe||RIV||20% REXP/80% MSCI World gross in EUR||DAX|
|current year until 31.05.2019||6,16||11,53||11,06|
|last 9 years (08-17)||58,85||94,57||30,89|
|last 15 years (02-17)||143,03||119,12||104,63|
|last 21 years (96-17)||457,88||341,45||368,48|
|Average per year since 1996||7,89||7,04||7,30|
Cumulative performance of a 100 Euro investment