The Return Triangles of Deutsches Aktieninstitut for the DAX and the EURO STOXX have been part of our standard repertoire for many years. There is a high demand from investors and media representatives as well as from banks and financial service firms which use the return triangles for providing investment advice.
The Return Triangles show, that investing long-term in a diversified equity portfolio provides for attractive returns with limited risks. In our view shares or equity funds should therefore be an integral element of capital formation and old-age provisions – depending on the personal situation.
We calculate our Return Triangles for German blue chips as represented by the DAX and for equities of the Eurozone as represented by the Euro Stoxx 50. The DAX Return Triangle is available for one-off investments and for savings plans. The Return Triangle for the Euro Stoxx is calculated on the basis of an one-off investment, only.
The Return Triangles can be downloaded as a PDF-file, certainly free of cost. Printed copies, also in higher quantities, can be ordered at cost price. For more information please click here.
The return triangle for employee shares developed by experts of the hkp/// group calculates returns of, by way of examples, employee share ownership programs of the indices DAX, MDAX, TecDAX und SDAX, and for companies belonging to the respective index. It considers specifics of employee shares, as discounts on the market value or bonus shares, provided after a given vesting period by the employer. Furthermore, the triangle takes into account allowances regarding taxes and social security ...
By providing for sufficient diversification of an equity investment and focusing on the long term, investor can expect shares to achieve a high return, even without spending a lot of time on monitoring performance. This credo of Deutsches Aktieninstitut is shown by the Stock Triangle, which visualises the annual average return for the past 50 years for a broadly diversified portfolio of DAX equities under the assumption of an one-off investment.
The EURO STOXX Return Triangle of Deutsches Aktieninstitut visualises the performance of an investment in equities in the European currency area under the assummption of an one-off investment. The annual average return on a broadly diversified equities portfolio - in this case, the equities in the EURO STOXX 50 - is indicated here in color for any given investment period since 1986.
The DAX Stock Triangle for savings plans shows that investing continiously and long-term in a broad equity portfolio has paid out in the past. Savers who invested month by month a constant ammount of money into a portfolio of DAX equities for an investment period of e.g. 20 years benefited from an average yield of roughly 9 percent p.a.
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