June 21, 2025

About real profitability

I took the data from UnembossedName

Considering Wed. inflation 8.21% (2006-2018), we find that 87-34 = 53 funds out of 87 worked at a loss(2006-2018), or 60.91% of the total.
Next we consider Wed. the returns of those funds that have outpaced inflation.
I calculated this in Excel: 69.62% for all 34 funds, or 2.0476% avg. per annum - an indicator of the average return of those funds that outperformed inflation from 2006 to 2018, taking into account inflation. But don’t forget that those who overtook inflation from 2006 to 2018 are only 39.08%. We assess our chances, gentlemen, private investors, and set the right goals for the profitability of your system!

About real profitability

Fund Total Srgod  
April Capital. April Capital - Stocks 444.79% 13.93% 5.72%
Arsager. Arsager - stock fund 414.06% 13.42% 5.21%
REGION Investments. Region Equity Fund 378.00% 12.79% 4.58%
Alfa Capital. Alfa Capital Eurobonds 349.37% 12.25% 4.04%
April Capital. April Capital - Second Tier Shares 343.42% 12.14% 3.93%
Arsager. Arsager - Mixed Investment Fund 328.94% 11.85% 3.64%
Alfa Capital. Alfa Capital Liquid Stocks 326.59% 11.81% 3.60%
Aton management. Aton - Peter Stolypin 324.97% 11.77% 3.56%
REGION Investments. Region Bond Fund 321.34% 11.70% 3.49%
Promsvyaz. Promsvyaz Promotions 310.48% 11.47% 3.26%
VTB - Treasury Fund 304.73% 11.35% 3.14%
Agidel. Agidel - stocks 277.99% 10.77% 2.56%
OPENING. Opening - Bonds 271.05% 10.61% 2.40%
       
BrokerCreditService. BCS Basis 259.46% 10.34% 2.13%
Promsvyaz. Promsvyaz Balanced 250.50% 10.13% 1.92%
URALSIB. URALSIB Stocks Growth 245.37% 10.00% 1.79%
VTB - Global Dividend Fund 242.97% 9.94% 1.73%
Sberbank - Promising Bonds Fund 240.39% 9.88% 1.67%
April Capital. April Capital - Balanced 234.21% 9.73% 1.52%
BrokerCreditService. BCS Moscow Exchanges Index 223.39% 9.45% 1.24%
Kapital. Kapital - Domestic bonds 223.28% 9.45% 1.24%
REGION EsM, JSC. Dividend shares and corporate bonds 222.01% 9.41% 1.20%
Leader. Leader - Promotions 219.41% 9.34% 1.13%
SOLID Management. Solid - Moscow Exchange 212.11% 9.15% 0.94%
TKB Investment Partners - Balanced Fund 202.55% 8.89% 0.68%
Promsvyaz. Promsvyaz Bonds 200.35% 8.83% 0.62%
REGION EsM, JSC. Region Fund Balanced 200.13% 8.82% 0.61%
TKB Investment Partners - Bond Fund 196.90% 8.73% 0.52%
VTB - Moscow Exchange Index 192.53% 8.61% 0.40%
Alfa Capital. Alfa Capital Reserve 192.14% 8.60% 0.39%
Parma Management. Dmitry Donskoy 189.34% 8.52% 0.31%
AK BARS CAPITAL. AK BARS Index 185.25% 8.40% 0.19%
BrokerCreditService. BCS Technologies of the XXII century 184.41% 8.37% 0.16%
Leader. Leader - Mixed Investment 182.37% 8.31% 0.10%
Benchmark. Inflation 178.79% 8.21% 0.00%
Kapital. Kapital - Balanced 178.31% 8.19% -0.02%
OPENING. Opening - Promotions 177.90% 8.18% -0.03%
Sberbank - Bond Fund Ilya Muromets 173.76% 8.05% -0.16%
VTB - BRIC 173.21% 8.04% -0.17%
Alfa Capital. Alfa Capital Bonds Plus 173.03% 8.03% -0.18%
Ingosstrakh - Investments. Ingosstrakh bonds 171.70% 7.99% -0.22%
URALSIB. URALSIB Professional 170.72% 7.96% -0.25%
Sberbank - Small Equity Fund 165.26% 7.79% -0.42%
Northwest Management Company. Northwestern 164.92% 7.78% -0.43%
TKB Investment Partners - Balanced Global Fund 164.67% 7.77% -0.44%
BrokerCreditService. BCS Perspective 164.55% 7.77% -0.44%
URALSIB. URALSIB Conservative 164.09% 7.76% -0.45%
Leader. Leader - Bonds 155.33% 7.48% -0.73%
BSPB Capital. Balanced 144.25% 7.11% -1.10%
Ingosstrakh - Investments. Ingosstrakh pension 130.12% 6.62% -1.59%
Kapital. Kapital - Prospective investments 129.46% 6.60% -1.61%
April Capital. April Capital - Domestic bonds 126.42% 6.49% -1.72%
TKB Investment Partners - Global Equity Fund 125.94% 6.47% -1.74%
Sberbank - Balanced Fund 123.32% 6.38% -1.83%
Raiffeisen - Domestic bonds 117.84% 6.17% -2.04%
INCOME. INCOME. Stocks growth. Russia 117.49% 6.16% -2.05%
Metropol. Metropol Golden Fleece 102.15% 5.56% -2.65%
Ingosstrakh - Investments. Ingosstrakh balanced 96.39% 5.33% -2.88%
Raiffeisen Promotions 90.67% 5.09% -3.12%
BSPB Capital. World markets 89.00% 5.02% -3.19%
URALSIB. URALSIB First 86.77% 4.92% -3.29%
April Capital. April Capital - Government Bonds 86.09% 4.89% -3.32%
URALSIB. URALSIB Financier 84.30% 4.82% -3.39%
Sberbank - Equity Fund Dobrynya Nikitich 77.04% 4.49% -3.72%
OLMA FINANCE. OLMA - INDUSTRIAL GROWTH FUND 71.77% 4.25% -3.96%
Eurofinance. Outpost 70.17% 4.17% -4.04%
AK BARS CAPITAL. AK BARS - Promotions 63.07% 3.83% -4.38%
INCOME. INCOME. Dividend shares. Russia 62.52% 3.81% -4.40%
VTB Capital Pension Reserve. Cumulative Reserve 59.59% 3.66% -4.55%
Raiffeisen - Dividend Shares 59.44% 3.65% -4.56%
Financial systems. InvestCapital - stock fund 55.42% 3.45% -4.76%
SOLID Management. Solid Invest 55.23% 3.44% -4.77%
INCOME. INCOME. Russian stocks. First tier 54.69% 3.41% -4.80%
INCOME. INCOME. Bonds. Russia 42.76% 2.78% -5.43%
Monomakh. Monomakh Perspective 41.78% 2.72% -5.49%
SOLID Management. Long-Term Investment Fund - Solid 37.20% 2.46% -5.75%
TRANSFINGRUP. TFG - Foreign currency bonds 36.94% 2.45% -5.76%
Concord Asset Management. IJ Stock 35.90% 2.39% -5.82%
INCOME. INCOME. Promising bonds. Russia 35.49% 2.36% -5.85%
INCOME. INCOME. Alternative investments 32.46% 2.19% -6.02%
INCOME. INCOME. Money market. Russia 27.94% 1.91% -6.30%
URALSIB. URALSIB TITAN 27.30% 1.87% -6.34%
Finam Management. Finam First 26.40% 1.82% -6.39%
URALSIB. URALSIB STOIK 13.67% 0.99% -7.22%
Red Bridge. KM Overseas -9.65% -0.78% -8.99%
Kapital. Kapital-Information Technologies of the Future -32.92% -3.02% -11.23%
AK BARS CAPITAL. AK BARS - Conservative -40.47% -3.91% -12.12%
AK BARS CAPITAL. Maxwell Capital -43.70% -4.32% -12.53%