How is the success of pension fund pro measured?

By looking back and looking ahead.

Monthly performance / funding ratio

YearJanFebMarAprMayJunJulAugSepOctNovDecYTDYTD BenchFR

2014

-0.02

0.94

0.44

0.50

1.20

0.17

0.22

1.00

0.35

0.38

1.04*

6.36*

8.64

106.3*

2013

1.60

0.77

1.07

0.91

0.45

-1.89

0.92

-0.36

0.97

1.23

0.36

-0.06

6.07

4.43

102.0

2012

1.11

0.94

0.43

-0.20

-0.47

0.79

1.55

0.49

0.69

0.08

0.52

0.47

6.57

7.58

98.0 1)

2011

1.27

0.51

-0.46

0.03

-0.42

-1.14

-2.85

-1.12

0.65

1.75

-0.20

1.17

-0.94

1.61

95.4

2010

0.15

0.93

0.77

0.50

-0.32

-2.41

1.42

-0.90

1.09

1.23

-0.94

-0.01

1.44

1.31

97.2

2009

-0.49

-2.25

1.46

3.03

0.67

1.16

2.80

1.23

0.83

-0.38

0.63

0.80

9.89

11.74

97.3

2008

-2.06

-0.70

-1.90

1.28

0.05

-2.05

1.08

1.19

-3.21

-3.62

2.43

-1.01

-8.49

-9.88

91.0

2007

0.97

-0.70

0.70

1.27

0.50

-0.63

-0.76

0.32

0.24

0.66

0.05

-1.05

1.30

0.75

101.8

  • YTD = performance since 1 January of the calendar year
  • Bench = benchmark Pictet BVG 25 Index 2000
  • FR = funding ratio
  • * = provisory
  • 1)
    Reported funding ratio as of December 31st 2012, taking into consideration the reduction of the technical interest rate from 3.5% to 2.5%. If the technical interest rate had not be reduced, the provisional funding ratio would have been above 100%.

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