INDEXO 2nd pension pillar results
Our approach offers stability and transparency, with lower costs compared to actively managed funds.
Before you take a closer look at the results, remember
Look at results over the long term
We save for retirement over several decades
Expect fluctuations
Stock markets have historically grown over the long term, but short-term downturns are a natural part of the process.
Don’t rush to switch plans
Statistics show that those who panic during market downturns and start jumping between plans tend to lose the most.
Stay calm and keep earning
By sticking to your chosen course, you give your money the opportunity to grow alongside the global economy.
Performance chart
Investment plan performance
| Return, % per year | ||||||
| Investment plan | 1 year | 2 years | 3 years | 5 years | Since inception | Unit value |
|---|---|---|---|---|---|---|
| Jauda 16–55 | 15.84 | 12.84 | 17.82 | 10.26 | 10.68 | 2.431146 |
| Izaugsme 55–62 | 6.77 | 6.7 | 9.65 | 4.12 | 5.51 | 1.650987 |
| Konservatīvais 62+ | -0.94 | 0.96 | 2.9 | -1.28 | -0.19 | 0.983489 |
| Return, % per year | |||
|---|---|---|---|
| Investment plan | Jauda 16–55 | Izaugsme 55–62 | Konservatīvais 62+ |
| 1 year | 15.84 | 6.77 | -0.94 |
| 2 years | 12.84 | 6.7 | 0.96 |
| 3 years | 17.82 | 9.65 | 2.9 |
| 5 years | 10.26 | 4.12 | -1.28 |
| Since inception | 10.68 | 5.51 | -0.19 |
| Unit value | 2.431146 | 1.650987 | 0.983489 |
Value of INDEXO investment plan units 06.11.2026.
INDEXO 2nd Pillar Pension Results
Plan
Year
Quarter
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