.
| Calcolo dei rendimenti secondo i dati della Banca d'Italia | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNI | Fondi comuni | Investimenti alternativi | ||||||||||
| Totale | Azionari | Bilanciati | Obbligazionari | Azioni italiane | Azioni estere | |||||||
| 100 | 100 | 100 | 100 | 100 | 100 | |||||||
| 1990 | -3.5 | 96.5 | -13.3 | 86.7 | -8.0 | 92.0 | 10.5 | 110.5 | -23.6 | 76.4 | -25.7 | 74.3 |
| 1991 | 9.9 | 106.1 | 7.5 | 93.2 | 7.3 | 98.7 | 11.6 | 123.3 | 2.7 | 78.5 | 21.2 | 90.1 |
| 1992 | 8.3 | 114.9 | 5.2 | 98.0 | 3.9 | 102.6 | 11.3 | 137.3 | -6.9 | 73.0 | 21.8 | 109.7 |
| 1993 | 25.4 | 144.0 | 37.1 | 134.4 | 32.8 | 136.2 | 19.9 | 164.6 | 39.6 | 102.0 | 42.6 | 156.4 |
| 1994 | -2.4 | 140.6 | -3.6 | 129.6 | -1.2 | 134.6 | -1.3 | 162.4 | 4.1 | 106.2 | 1.0 | 158.0 |
| 1995 | 6.8 | 150.1 | 1.3 | 131.3 | 3.9 | 139.8 | 10.4 | 179.3 | -5.8 | 100.0 | 18.0 | 186.4 |
| 1996 | 9.3 | 164.1 | 8.4 | 142.3 | 9.5 | 153.1 | 9.4 | 196.2 | 10.9 | 110.9 | 10.1 | 205.2 |
| 1997 | 11.8 | 183.5 | 30.3 | 185.4 | 24.8 | 191.1 | 6.6 | 209.1 | 60.8 | 178.3 | 33.6 | 274.2 |
| 1998 | 9.4 | 200.7 | 22.2 | 226.6 | 18.1 | 225.7 | 5.2 | 220.0 | 43.2 | 255.4 | 17.3 | 321.6 |
| 1999 | 12.6 | 226.0 | 35.7 | 307.5 | 16.7 | 263.3 | 0.3 | 220.7 | 24.8 | 318.7 | 45.8 | 468.9 |
| 2000 | -3.6 | 217.9 | -8.8 | 280.4 | -0.5 | 262.0 | 4.3 | 230.1 | 3.9 | 331.1 | -6.9 | 436.6 |
| 2001 | -8.0 | 200.4 | -17.0 | 232.7 | -7.2 | 243.2 | 2.8 | 236.6 | -23.5 | 253.3 | -11.7 | 385.5 |
| 2002 | -9.1 | 182.2 | -26.3 | 171.5 | -12.1 | 213.7 | 2.2 | 241.8 | -21.4 | 199.1 | -31.7 | 263.3 |
| 2003 | 3.6 | 188.7 | 10.1 | 188.9 | 5.6 | 225.7 | 1.6 | 245.7 | 18.1 | 235.1 | 11.5 | 293.6 |
| 2004 | 3.4 | 195.2 | 7.3 | 202.6 | 4.5 | 235.9 | 2.3 | 251.3 | 21.8 | 286.4 | 7.0 | 314.1 |
| 2005 | 6.5 | 207.8 | 17.1 | 237.3 | 9.7 | 258.7 | 2.1 | 256.6 | 17.8 | 337.4 | 26.0 | 395.8 |
| 2006 | 4.2 | 216.6 | 11.4 | 264.3 | 3.3 | 267.3 | 0.4 | 257.6 | 23.5 | 416.7 | 8.2 | 428.3 |
| 2007 | 0.3 | 217.2 | -1.6 | 260.1 | -0.6 | 265.7 | 1.3 | 261.0 | -4.7 | 397.1 | -0.9 | 424.4 |
| 2008 | -9.7 | 196.2 | -38.8 | 159.2 | -15.7 | 224.0 | 2.1 | 266.4 | -46.1 | 214.0 | -37.7 | 264.4 |
| 2009 | 6.9 | 209.7 | 25.4 | 199.6 | 10.9 | 248.4 | 4.5 | 278.4 | 27.8 | 273.5 | 27.6 | 337.4 |
| Investimenti alternativi | ||||||||
| ANNI | BTP | CCT | BOT | Obbligazioni estere | ||||
| 100 | 100 | 100 | 100 | |||||
| 1990 | 12.1 | 112.1 | 14.2 | 114.2 | 11.2 | 111.2 | -0.8 | 99.2 |
| 1991 | 13.6 | 127.3 | 13.2 | 129.3 | 11.2 | 123.7 | 17.6 | 116.7 |
| 1992 | 9.8 | 139.8 | 10.4 | 142.7 | 11.1 | 137.4 | 35.9 | 158.5 |
| 1993 | 25.0 | 174.8 | 17.3 | 167.4 | 12.1 | 154.0 | 29.8 | 205.8 |
| 1994 | -0.8 | 173.4 | 7.4 | 179.8 | 7.4 | 165.4 | -4.0 | 197.6 |
| 1995 | 15.6 | 200.4 | 11.3 | 200.1 | 9.0 | 180.3 | 16.7 | 230.5 |
| 1996 | 19.2 | 238.9 | 9.9 | 219.9 | 8.9 | 196.3 | -1.1 | 228.0 |
| 1997 | 11.4 | 266.2 | 6.1 | 233.3 | 5.7 | 207.5 | 18.1 | 269.3 |
| 1998 | 10.4 | 293.8 | 5.3 | 245.7 | 4.3 | 216.4 | 7.0 | 288.1 |
| 1999 | -1.5 | 289.4 | 3.3 | 253.8 | 3.2 | 223.4 | 12.5 | 324.1 |
| 2000 | 6.3 | 307.7 | 4.4 | 265.0 | 3.8 | 231.9 | 9.4 | 354.6 |
| 2001 | 6.6 | 328.0 | 4.9 | 278.0 | 4.7 | 242.8 | 4.3 | 369.9 |
| 2002 | 8.7 | 356.5 | 3.8 | 288.5 | 3.3 | 250.8 | 1.2 | 374.3 |
| 2003 | 3.7 | 369.7 | 2.4 | 295.5 | 2.8 | 257.8 | -5.0 | 355.6 |
| 2004 | 7.6 | 397.8 | 2.1 | 301.7 | 2.3 | 263.7 | 2.2 | 363.4 |
| 2005 | 5.3 | 418.9 | 2.0 | 307.7 | 2.2 | 269.5 | 8.1 | 392.8 |
| 2006 | 0.0 | 418.9 | 3.1 | 317.2 | 2.6 | 276.5 | -5.1 | 372.8 |
| 2007 | 1.7 | 426.0 | 4.0 | 329.9 | 3.7 | 286.8 | -0.2 | 372.1 |
| 2008 | 5.5 | 449.4 | 2.0 | 336.5 | 4.0 | 298.2 | 17.0 | 435.3 |
| 2009 | 8.0 | 485.4 | 4.4 | 351.3 | 2.6 | 306.0 | -1.4 | 429.2 |
Fonte: Banca d'Italia, Relazione 2009, Tav. 18.4 pag. 230 http://www.bancaditalia.it/pubblicazioni/relann/rel09/rel09it/banche_intermediari/rel09_18_attivita_investitori_ist.pdf |
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