Calculate the performance of a fund


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Calculate the historical performance of your desired fund
* Your desired outcome, just a few clicks away

performance

Would you like to calculate how a particular fund has performed in the past? Whether calculating with a single premium or regularly saved amounts, you are just a few clicks away from the answer.

Calculate the historical performance of a fund:

Please select a fund:

Please select an ISIN (a tranche)

Only for the distributing tranche units („A“):

  • Distributions were reinvested
  • Distributions are added to the final result

How should the upfront-fee be taken into account?

  • Calculation including the upfront-fee
  • Calculation not including the upfront-fee

From date

To date

What was the amount of your initial deposit (in Euro)?

What was the investment frequency?

Which amount did you invest regularly?

Was the regular investment amount indexed (on an annual basis)?

What was the index value (in %)?

The calculation is based on your own input and should be seen as a first guidance. The result is not guaranteed. The values determined are approximate and represent only a rough guide. This result is based on a fictitious yield in % p.a., based on your input, without fees and transaction costs.

This document is an advertisement. The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions on www.erste-am.com.

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