Performance scenarios

Investeringsforeningen Danske Invest Reaalikorko Maailma, osuuslaji EUR h

Date


Recommended holding period: 3 years
Example Investment: EUR 10,000
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 EUR 5,655 EUR 6,729 EUR 6,100
Average return each year -43.4 % -32.7 % -39 %
Unfavourable What you might get back after costs EUR 8,119 EUR 7,822 EUR 8,227
Average return each year -18.8 % -21.8 % -17.7 %
Moderate What you might get back after costs EUR 10,107 EUR 10,453 EUR 10,468
Average return each year 1.1 % 4.5 % 4.7 %
Favourable What you might get back after costs EUR 10,989 EUR 11,405 EUR 12,166
Average return each year 9.9 % 14 % 21.7 %
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 31.07.2015 and 31.07.2018.
Favourable scenario: This type of scenario occurred for an investment between 30.11.2018 and 30.11.2021.



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