Performance scenarios

Investeringsforeningen Danske Invest USA Index, klasse NOK

Date


Recommended holding period: 5 years
Example Investment: NOK 105,000
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 NOK 17,302 NOK 42,345 NOK 37,185
Average return each year -83.5 % -59.7 % -64.6 %
Unfavourable What you might get back after costs NOK 93,193 NOK 123,520 NOK 152,100
Average return each year -11.2 % 17.6 % 44.9 %
Moderate What you might get back after costs NOK 117,006 NOK 147,867 NOK 186,021
Average return each year 11.4 % 40.8 % 77.2 %
Favourable What you might get back after costs NOK 153,117 NOK 188,545 NOK 225,788
Average return each year 45.8 % 79.6 % 115 %
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 31.07.2017 and 31.07.2022.
Favourable scenario: This type of scenario occurred for an investment between 30.04.2014 and 30.04.2019.



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