Performance scenarios

Investeringsforeningen Danske Invest USA Index, klass SEK

Date


Recommended holding period: 5 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
3 years
If you exit after
5 years
Stress What you might get back after costs SEK 15,163 SEK 35,311 SEK 28,229
Average return each year -86.2 % -67.9 % -74.3 %
Unfavourable What you might get back after costs SEK 97,898 SEK 117,444 SEK 140,376
Average return each year -11 % 6.8 % 27.6 %
Moderate What you might get back after costs SEK 124,210 SEK 153,627 SEK 189,304
Average return each year 12.9 % 39.7 % 72.1 %
Favourable What you might get back after costs SEK 154,271 SEK 187,740 SEK 237,192
Average return each year 40.2 % 70.7 % 115.6 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.03.2015 and 31.03.2020.
Moderate scenario: This type of scenario occurred for an investment between 31.10.2017 and 31.10.2022.
Favourable scenario: This type of scenario occurred for an investment between 30.04.2014 and 30.04.2019.



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