Performance scenarios

Investeringsforeningen Danske Invest Globala Realräntor, klass SEK h

Date


Recommended holding period: 3 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
2 years
If you exit after
3 years
Stress What you might get back after costs SEK 61,835 SEK 73,712 SEK 66,755
Average return each year -43.8 % -33 % -39.3 %
Unfavourable What you might get back after costs SEK 89,637 SEK 86,745 SEK 91,558
Average return each year -18.5 % -21.1 % -16.8 %
Moderate What you might get back after costs SEK 111,160 SEK 114,727 SEK 114,621
Average return each year 1.1 % 4.3 % 4.2 %
Favourable What you might get back after costs SEK 120,611 SEK 126,098 SEK 134,731
Average return each year 9.6 % 14.6 % 22.5 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.10.2020 and 31.10.2023.
Moderate scenario: This type of scenario occurred for an investment between 30.04.2017 and 30.04.2020.
Favourable scenario: This type of scenario occurred for an investment between 30.11.2018 and 30.11.2021.



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