Performance scenarios

Investeringsforeningen Danske Invest Index USA Restricted, osuuslaji EUR W

Date


Recommended holding period: 5 years
Example Investment: EUR 10,000
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 EUR 1,355 EUR 3,190 EUR 2,599
Average return each year -86.5 % -68.1 % -74 %
Unfavourable What you might get back after costs EUR 8,011 EUR 11,179 EUR 13,104
Average return each year -19.9 % 11.8 % 31 %
Moderate What you might get back after costs EUR 11,181 EUR 14,465 EUR 18,703
Average return each year 11.8 % 44.7 % 87 %
Favourable What you might get back after costs EUR 14,798 EUR 20,421 EUR 22,831
Average return each year 48 % 104.2 % 128.3 %
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 30.09.2014 and 30.09.2019.
Favourable scenario: This type of scenario occurred for an investment between 31.10.2016 and 31.10.2021.



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