Performance scenarios

Danske Invest Allocation June Equity Screened Class A-sek h

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 42,297 SEK 74,804 SEK 74,816
Average return each year -61.5 % -32 % -32 %
Unfavourable What you might get back after costs SEK 91,313 SEK 120,863 SEK 145,814
Average return each year -17 % 9.9 % 32.6 %
Moderate What you might get back after costs SEK 121,082 SEK 144,503 SEK 182,858
Average return each year 10.1 % 31.4 % 66.2 %
Favourable What you might get back after costs SEK 155,926 SEK 192,164 SEK 216,577
Average return each year 41.8 % 74.7 % 96.9 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.01.2018 and 31.01.2023.
Moderate scenario: This type of scenario occurred for an investment between 31.03.2019 and 31.03.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2016 and 31.12.2021.



Historic values

Loading data...

Info

Noget gik galt.

Warning

Noget gik galt.

Error

Noget gik galt.