Performance scenarios

Investeringsforeningen Danske Invest Nordiska Företagsobligationer, 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 96,067 SEK 102,538 SEK 101,522
Average return each year -12.7 % -6.8 % -7.7 %
Unfavourable What you might get back after costs SEK 101,786 SEK 104,617 SEK 105,210
Average return each year -7.5 % -4.9 % -4.4 %
Moderate What you might get back after costs SEK 111,142 SEK 112,172 SEK 113,823
Average return each year 1 % 2 % 3.5 %
Favourable What you might get back after costs SEK 118,846 SEK 119,567 SEK 118,201
Average return each year 8 % 8.7 % 7.5 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.10.2019 and 31.10.2022.
Moderate scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2023.
Favourable scenario: This type of scenario occurred for an investment between 29.02.2016 and 28.02.2019.



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