INDEXO 3rd pension pillar results
An index approach means investing in many different stocks or bonds, representing a broad segment of the market.
This diversified approach offers stability and transparency, with lower costs compared to actively managed funds.
Before delving into the results, remember:
We save for retirement for several decades, so the results should be evaluated in the long term
Financial statistics show that an investor who gets confused and jumps between plans in a crisis will almost certainly remain among the losers.
In the long term, the stock market has always grown strongly, but in the short term, fluctuations must be expected
In the long run, the investor who stays calm and sticks to the set route makes money along with the global economy
Performance of pension plans
| YIELD, % PER YEAR | |||||||
| Pension plan | 1 year | 2 years | 3 years | 5 years | Since start | Asset value | |
|---|---|---|---|---|---|---|---|
| INDEXO Akciju plāns |
24.57 | 16.4 | 9.81 | n/a | 10.57 | 1.3959 | |
| INDEXO Obligāciju plāns |
4.55 | 0.47 | -3.01 | n/a | -2.59 | 0.9164 | |
INDEXO pension plan unit value 15.07.2024.
INDEXO pension plan performance reports
Plan
Year
Quarter
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