Performance scenarios

Danske Invest Allocation June Balanced Screened Class A-sek h

Date


Recommended holding period: 3 years
Example Investment: SEK 110,000
If you exit after
1 year
If you exit after
2 years
If you exit after
3 years
Stress What you might get back after costs SEK 58,946 SEK 79,398 SEK 74,974
Average return each year -46.4 % -27.8 % -31.8 %
Unfavourable What you might get back after costs SEK 96,121 SEK 100,845 SEK 108,264
Average return each year -12.6 % -8.3 % -1.6 %
Moderate What you might get back after costs SEK 113,680 SEK 118,788 SEK 123,240
Average return each year 3.3 % 8 % 12 %
Favourable What you might get back after costs SEK 128,305 SEK 130,101 SEK 139,822
Average return each year 16.6 % 18.3 % 27.1 %
Unfavourable scenario: This type of scenario occurred for an investment between 31.12.2019 and 31.12.2022.
Moderate scenario: This type of scenario occurred for an investment between 31.05.2016 and 31.05.2019.
Favourable scenario: This type of scenario occurred for an investment between 31.12.2018 and 31.12.2021.



Historic values

Loading data...

Info

Noget gik galt.

Warning

Noget gik galt.

Error

Noget gik galt.