Information on past performance scenarios
Naventi Balanserad Flex
SE0004357051
Example investment: 100 000 SEK
Minimum: There is no minimum guaranteed return. You may lose some or all of your investment.
| Reference date | Scenarios | If you redeem within 1 years | If you redeem within 3 years | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Stress | Negatively | Neutrally | Positively | Stress | Negatively | Neutrally | Positively | ||
| 2023-02-01 | Amount in SEK | 56532 | 78904 | 107863 | 134871 | 57927 | 80969 | 121149 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.9% | 34.9% | -16.6% | -6.8% | 6.6% | 15.8% | |
| 2023-03-01 | Amount in SEK | 56526 | 78191 | 108100 | 133042 | 57926 | 81898 | 121514 | 152831 |
| Average annual return | -43.5% | -21.8% | 8.1% | 33.0% | -16.6% | -6.4% | 6.7% | 15.2% | |
| 2023-05-01 | Amount in SEK | 56514 | 79252 | 107845 | 134725 | 57922 | 84962 | 121631 | 156860 |
| Average annual return | -43.5% | -20.7% | 7.8% | 34.7% | -16.6% | -5.3% | 6.7% | 16.2% | |
| 2023-07-01 | Amount in SEK | 56505 | 79342 | 107956 | 132557 | 57799 | 86701 | 121187 | 155605 |
| Average annual return | -43.5% | -20.7% | 8.0% | 32.6% | -16.7% | -4.6% | 6.6% | 15.9% | |
| 2023-08-01 | Amount in SEK | 56506 | 78904 | 107401 | 134871 | 57800 | 87353 | 120815 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.4% | 34.9% | -16.7% | -4.4% | 6.5% | 15.8% | |
| 2023-09-01 | Amount in SEK | 56505 | 78904 | 107401 | 134871 | 57799 | 85425 | 120790 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.4% | 34.9% | -16.7% | -5.1% | 6.5% | 15.8% | |
| 2023-10-01 | Amount in SEK | 56505 | 79436 | 107668 | 134754 | 57799 | 84483 | 120661 | 155493 |
| Average annual return | -43.5% | -20.6% | 7.7% | 34.8% | -16.7% | -5.5% | 6.5% | 15.9% | |
| 2023-11-01 | Amount in SEK | 56480 | 78191 | 107121 | 133042 | 57792 | 86125 | 120792 | 152831 |
| Average annual return | -43.5% | -21.8% | 7.1% | 33.0% | -16.7% | -4.9% | 6.5% | 15.2% | |
| 2023-12-01 | Amount in SEK | 56476 | 78904 | 107714 | 134871 | 57791 | 87765 | 120376 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.7% | 34.9% | -16.7% | -4.3% | 6.4% | 15.8% | |
| 2024-01-01 | Amount in SEK | 56472 | 79436 | 107668 | 134754 | 57789 | 90087 | 119997 | 155493 |
| Average annual return | -43.5% | -20.6% | 7.7% | 34.8% | -16.7% | -3.4% | 6.3% | 15.9% | |
| 2024-02-01 | Amount in SEK | 56473 | 79436 | 107668 | 134754 | 57790 | 91171 | 119995 | 155493 |
| Average annual return | 5,646,970.3% | -20.6% | 7.7% | 34.8% | -16.7% | -3.0% | 6.3% | 15.9% | |
| 2024-03-01 | Amount in SEK | 56470 | 78904 | 107714 | 134871 | 57789 | 93291 | 120226 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.7% | 34.9% | -16.7% | -2.3% | 6.3% | 15.8% | |
| 2024-04-01 | Amount in SEK | 56475 | 78904 | 107714 | 134871 | 57790 | 93291 | 118465 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.7% | 34.9% | -16.7% | -2.3% | 5.8% | 15.8% | |
| 2024-05-01 | Amount in SEK | 56472 | 78904 | 107714 | 134871 | 57789 | 93291 | 118278 | 155119 |
| Average annual return | -43.5% | -21.1% | 7.7% | 34.9% | -16.7% | -2.3% | 5.8% | 15.8% | |
| 2024-06-01 | Amount in SEK | 55033 | 79126 | 108228 | 130183 | 55748 | 95677 | 118439 | 154637 |
| Average annual return | -45.0% | -20.9% | 8.2% | 30.2% | -17.7% | -1.5% | 5.8% | 15.6% | |
| 2024-07-01 | Amount in SEK | 55033 | 79126 | 108228 | 130183 | 55748 | 95677 | 118439 | 154637 |
| Average annual return | -45.0% | -20.9% | 8.2% | 30.2% | -17.7% | -1.5% | 5.8% | 15.6% | |
| 2024-08-01 | Amount in SEK | 55033 | 79126 | 108228 | 130183 | 55748 | 95677 | 118439 | 154637 |
| Average annual return | -45.0% | -20.9% | 8.2% | 30.2% | -17.7% | -1.5% | 5.8% | 15.6% | |
| 2024-09-01 | Amount in SEK | 55033 | 79126 | 108228 | 130183 | 55748 | 95677 | 118439 | 154637 |
| Average annual return | -45.0% | -20.9% | 8.2% | 30.2% | -17.7% | -1.5% | 5.8% | 15.6% | |
| 2024-10-01 | Amount in SEK | 55033 | 79126 | 108228 | 130183 | 55748 | 95677 | 118439 | 154637 |
| Average annual return | -45.0% | -20.9% | 8.2% | 30.2% | -17.7% | -1.5% | 5.8% | 15.6% | |
| 2024-11-01 | Amount in SEK | 55033 | 79126 | 108228 | 130183 | 55748 | 95677 | 118439 | 154637 |
| Average annual return | -45.0% | -20.9% | 8.2% | 30.2% | -17.7% | -1.5% | 5.8% | 15.6% | |
| 2024-12-01 | Amount in SEK | 55035 | 79126 | 108327 | 130183 | 37760 | 92900 | 128519 | 206788 |
| Average annual return | -45.0% | -20.9% | 8.3% | 30.2% | -17.7% | -1.5% | 5.1% | 15.6% | |
| 2025-01-01 | Amount in SEK | 55035 | 79126 | 108327 | 130183 | 37760 | 92900 | 128519 | 206788 |
| Average annual return | -45.0% | -20.9% | 8.3% | 30.2% | -17.7% | -1.5% | 5.1% | 15.6% | |
| 2025-02-01 | Amount in SEK | 55035 | 79126 | 108327 | 130183 | 37760 | 92900 | 128519 | 206788 |
| Average annual return | -45.0% | -20.9% | 8.3% | 30.2% | -17.7% | -1.5% | 5.1% | 15.6% | |