Umrechnungen der Fondsperformance in jährliche Renditen:

                  Laufzeit in Jahren:

Performance:

1

3

5

10

15

20

-25 %

-25,00%

-9,14%

-5,59%

-2,84%

-1,90%

-1,43%

-20 %

-20,00%

-7,17%

-4,36%

-2,21%

-1,48%

-1,11%

-15 %

-15,00%

-5,27%

-3,20%

-1,61%

-1,08%

-0,81%

-10 %

-10,00%

-3,45%

-2,09%

-1,05%

-0,70%

-0,53%

-5 %

-5,00%

-1,70%

-1,02%

-0,51%

-0,34%

-0,26%

0 %

0,00%

0,00%

0,00%

0,00%

0,00%

0,00%

5 %

5,00%

1,64%

0,98%

0,49%

0,33%

0,24%

10 %

10,00%

3,23%

1,92%

0,96%

0,64%

0,48%

15 %

15,00%

4,77%

2,83%

1,41%

0,94%

0,70%

20 %

20,00%

6,27%

3,71%

1,84%

1,22%

0,92%

25 %

25,00%

7,72%

4,56%

2,26%

1,50%

1,12%

30 %

30,00%

9,14%

5,39%

2,66%

1,76%

1,32%

35 %

35,00%

10,52%

6,19%

3,05%

2,02%

1,51%

40 %

40,00%

11,87%

6,96%

3,42%

2,27%

1,70%

45 %

45,00%

13,19%

7,71%

3,79%

2,51%

1,88%

50 %

50,00%

14,47%

8,45%

4,14%

2,74%

2,05%

55 %

55,00%

15,73%

9,16%

4,48%

2,96%

2,22%

60 %

60,00%

16,96%

9,86%

4,81%

3,18%

2,38%

65 %

65,00%

18,17%

10,53%

5,14%

3,39%

2,54%

70 %

70,00%

19,35%

11,20%

5,45%

3,60%

2,69%

75 %

75,00%

20,51%

11,84%

5,76%

3,80%

2,84%

80 %

80,00%

21,64%

12,47%

6,05%

4,00%

2,98%

85 %

85,00%

22,76%

13,09%

6,35%

4,19%

3,12%

90 %

90,00%

23,86%

13,70%

6,63%

4,37%

3,26%

95 %

95,00%

24,93%

14,29%

6,91%

4,55%

3,40%

100 %

100,00%

25,99%

14,87%

7,18%

4,73%

3,53%

110 %

110,00%

28,06%

16,00%

7,70%

5,07%

3,78%

120 %

120,00%

30,06%

17,08%

8,20%

5,40%

4,02%

130 %

130,00%

32,00%

18,13%

8,69%

5,71%

4,25%

140 %

140,00%

33,89%

19,14%

9,15%

6,01%

4,47%

150 %

150,00%

35,72%

20,11%

9,60%

6,30%

4,69%

160 %

160,00%

37,51%

21,06%

10,03%

6,58%

4,89%

170 %

170,00%

39,25%

21,98%

10,44%

6,85%

5,09%

180 %

180,00%

40,95%

22,87%

10,84%

7,11%

5,28%

190 %

190,00%

42,60%

23,73%

11,23%

7,36%

5,47%

200 %

200,00%

44,22%

24,57%

11,61%

7,60%

5,65%

210 %

210,00%

45,81%

25,39%

11,98%

7,83%

5,82%

220 %

220,00%

47,36%

26,19%

12,33%

8,06%

5,99%

230 %

230,00%

48,88%

26,97%

12,68%

8,28%

6,15%

240 %

240,00%

50,37%

27,73%

13,02%

8,50%

6,31%

250 %

250,00%

51,83%

28,47%

13,35%

8,71%

6,46%

260 %

260,00%

53,26%

29,20%

13,67%

8,91%

6,61%

270 %

270,00%

54,67%

29,91%

13,98%

9,11%

6,76%

280 %

280,00%

56,05%

30,60%

14,28%

9,31%

6,90%

290 %

290,00%

57,41%

31,28%

14,58%

9,50%

7,04%

300 %

300,00%

58,74%

31,95%

14,87%

9,68%

7,18%

310 %

310,00%

60,05%

32,60%

15,15%

9,86%

7,31%

320 %

320,00%

61,34%

33,24%

15,43%

10,04%

7,44%

330 %

330,00%

62,61%

33,87%

15,70%

10,21%

7,57%

340 %

340,00%

63,86%

34,49%

15,97%

10,38%

7,69%

350 %

350,00%

65,10%

35,10%

16,23%

10,55%

7,81%

360 %

360,00%

66,31%

35,69%

16,49%

10,71%

7,93%

370 %

370,00%

67,51%

36,28%

16,74%

10,87%

8,05%

380 %

380,00%

68,69%

36,85%

16,98%

11,02%

8,16%

390 %

390,00%

69,85%

37,42%

17,22%

11,18%

8,27%

400 %

400,00%

71,00%

37,97%

17,46%

11,33%

8,38%

450 %

450,00%

76,52%

40,63%

18,59%

12,04%

8,90%

500 %

500,00%

81,71%

43,10%

19,62%

12,69%

9,37%

750 %

750,00%

104,08%

53,42%

23,86%

15,34%

11,29%

1000 %

1000,00%

122,40%

61,54%

27,10%

17,33%

12,74%

1500 %

1500,00%

151,98%

74,11%

31,95%

20,30%

14,87%

2000 %

2000,00%

175,89%

83,84%

35,59%

22,50%

16,44%

2500 %

2500,00%

196,25%

91,86%

38,52%

24,26%

17,69%

Lesebeispiel: Laufzeit 3 Jahre bei 10 % Performance und resultierender Jahresrendite von 3,23 %:
100 EURO verzinst mit 3,23 % ergibt nach einem Jahr 103,23 EURO. Dieser Betrag wiederum verzinst mit 3,23 % führt zu 106,56 EURO. Erneut aufgezinst mit 3,23 % kommen nach drei Jahren 110 EURO heraus, was einer 10 %igen Performance für diese Laufzeit entspricht.