Performance scenarios

Investeringsforeningen Danske Invest Index USA Restricted, klasse NOK W

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 19,949 NOK 48,337 NOK 45,793
Average return each year -81 % -54 % -56.4 %
Unfavourable What you might get back after costs NOK 88,189 NOK 131,744 NOK 183,335
Average return each year -16 % 25.5 % 74.6 %
Moderate What you might get back after costs NOK 123,311 NOK 165,303 NOK 228,263
Average return each year 17.4 % 57.4 % 117.4 %
Favourable What you might get back after costs NOK 152,191 NOK 217,255 NOK 267,638
Average return each year 44.9 % 106.9 % 154.9 %
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 31.03.2019 and 31.03.2024.



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