Performance scenarios

Investeringsforeningen Danske Invest Index USA Restricted, klass SEK W

Date


Recommended holding period: 5 years
Example Investment: SEK 110,000
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 SEK 17,939 SEK 41,275 SEK 35,950
Average return each year -83.7 % -62.5 % -67.3 %
Unfavourable What you might get back after costs SEK 95,178 SEK 139,997 SEK 167,590
Average return each year -13.5 % 27.3 % 52.4 %
Moderate What you might get back after costs SEK 127,099 SEK 171,033 SEK 228,104
Average return each year 15.5 % 55.5 % 107.4 %
Favourable What you might get back after costs SEK 158,204 SEK 228,227 SEK 265,893
Average return each year 43.8 % 107.5 % 141.7 %
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 30.11.2014 and 30.11.2019.
Favourable scenario: This type of scenario occurred for an investment between 30.04.2014 and 30.04.2019.



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