Pillar 2 – Aggregate returns
Multiple indexes track the performance of the Swiss pension funds.
Yearly performance in %
| Index | Type | Rate of return | Source | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Swisscanto PK Index | All | Net | Link | -3,73 | -5,58 | 7,72 | 4,29 | 10,89 | 6,20 | 1,94 | -12,59 | 10,31 | 2,94 | -0,34 | 7,17 | 6,26 | 7,31 | 1,13 | 3,58 | 7,64 | -2,81 | 10,85 |
| UBS PK Index all | All | Net | Link | 5,94 | 1,92 | -12,84 | 10,59 | 2,83 | -0,34 | 7,16 | 6,05 | 7,36 | 0,86 | 3,54 | 7,96 | -3,28 | 11,13 | |||||
| UBS PK Index | Asset: < 300 millions | Net | Link | 5,60 | 1,42 | -12,78 | 10,88 | 2,28 | -0,81 | 7,16 | 6,21 | 7,32 | 0,61 | 3,46 | 8,39 | -4,07 | 11,54 | |||||
| UBS PK Index | Asset: 300 - 1 billion | Net | Link | 5,97 | 2,14 | -13,23 | 10,37 | 2,93 | 0,09 | 7,16 | 5,48 | 7,38 | 0,88 | 3,04 | 7,83 | -3,26 | 11,18 | |||||
| UBS PK Index | Asset: > 1 billions | Net | Link | 6,49 | 2,53 | -12,64 | 10,09 | 3,97 | 0,28 | 7,12 | 6,15 | 7,44 | 1,18 | 4,12 | 7,46 | -2,37 | 10,52 | |||||
| CS PK Index | All | Gross | Link | 3,00 | -0,60 | 7,20 | 5,80 | 7,70 | 0,95 | 3,87 | 8,05 | -3,20 | 11,48 | |||||||||
| Occupational Pension Supervisory Commission | With state garantee | Net | Link | 7,70 | 1,50 | 3,90 | 8,20 | -2,60 | 11,55 | |||||||||||||
| Occupational Pension Supervisory Commission | Without state garante and without comprehensive insurance solutions | Net | Link | 4,10 | 7,70 | -2,80 | 10,40 | |||||||||||||||
| PPC Metrics | All | Net | Link | 7,57 | -2,84 | 10,77 |