{"id":360,"date":"2022-03-15T17:09:06","date_gmt":"2022-03-15T15:09:06","guid":{"rendered":"https:\/\/marten.dev.octa.ee\/kawekapital\/?page_id=360"},"modified":"2026-01-08T14:01:11","modified_gmt":"2026-01-08T12:01:11","slug":"performance","status":"publish","type":"page","link":"https:\/\/kawekapital.ee\/en\/performance\/","title":{"rendered":"Performance"},"content":{"rendered":"\n<p>We focus on the net returns of our clients. For taxable accounts, we seek to maximize after-tax returns, rather than pre-tax returns, which sometimes negatively affects annual reported results but is beneficial over the long-term to our clients&#8217; individual finances. For tax-exempt accounts, we seek to generate maximum returns by taking advantage of the increased tax flexibility that these accounts benefit from.&nbsp;<\/p>\n\n\n\n<p>Average year performance of equities (incl. Balti Kasvuportfell)*:<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>2017<\/strong><\/td><td><strong>2018<\/strong><\/td><td><strong>2019<\/strong><\/td><td><strong>2020<\/strong><\/td><td><strong>2021<\/strong><\/td><td><strong>2022<\/strong><\/td><td><strong>2023<\/strong><\/td><td><strong>2024<\/strong><\/td><td><strong>2025<\/strong><\/td><\/tr><tr><td>13.72%<\/td><td>-6.25%<\/td><td>6.13%<\/td><td>6.19%<\/td><td>11.07%<\/td><td>-7.26%<\/td><td>4.81%<\/td><td>0.40%<\/td><td>7.93%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Average year performance of&nbsp;fixed income*:<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><strong>2004<\/strong><\/td><td><strong>2005<\/strong><\/td><td><strong>2008<\/strong><\/td><td><strong>2009<\/strong><\/td><\/tr><tr><td>6.60%<\/td><td>2.63%<\/td><td>0.11%<\/td><td>17.81%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>*Previous performance doesn&#8217;t make any promise or reference to future period performances<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We focus on the net returns of our clients. For [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/page-with-sidebar.php","meta":{"footnotes":""},"class_list":["post-360","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/pages\/360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/comments?post=360"}],"version-history":[{"count":8,"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/pages\/360\/revisions"}],"predecessor-version":[{"id":1770,"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/pages\/360\/revisions\/1770"}],"wp:attachment":[{"href":"https:\/\/kawekapital.ee\/en\/wp-json\/wp\/v2\/media?parent=360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}