Information on past performance scenarios
Ruth Core Swedish Equities A
LU2744834313
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 5 years | ||||||
---|---|---|---|---|---|---|---|---|---|
Stress | Negatively | Neutrally | Positively | Stress | Negatively | Neutrally | Positively | ||
2023-02-01 | Amount in SEK | 21851 | 74031 | 109882 | 162278 | 21032 | 78858 | 146002 | 212332 |
Average annual return | -78.1% | -26.0% | 9.9% | 62.3% | -26.8% | -4.6% | 7.9% | 16.3% | |
2023-03-01 | Amount in SEK | 21853 | 72500 | 110075 | 159437 | 21032 | 78121 | 146429 | 210702 |
Average annual return | -78.1% | -27.5% | 10.1% | 59.4% | -26.8% | -4.8% | 7.9% | 16.1% | |
2023-05-01 | Amount in SEK | 21859 | 74584 | 109590 | 162377 | 21034 | 76930 | 144279 | 211101 |
Average annual return | -78.1% | -25.4% | 9.6% | 62.4% | -26.8% | -5.1% | 7.6% | 16.1% | |
2023-07-01 | Amount in SEK | 21951 | 74256 | 109143 | 154720 | 19060 | 79030 | 144064 | 206398 |
Average annual return | -78.0% | -25.7% | 9.1% | 54.7% | -28.2% | -4.6% | 7.6% | 15.6% | |
2023-08-01 | Amount in SEK | 21958 | 74031 | 108406 | 162278 | 19061 | 76501 | 143346 | 212332 |
Average annual return | -78.0% | -26.0% | 8.4% | 62.3% | -28.2% | -5.2% | 7.5% | 16.3% | |
2023-09-01 | Amount in SEK | 21962 | 74031 | 108406 | 162278 | 19062 | 75113 | 142992 | 212332 |
Average annual return | -78.0% | -26.0% | 8.4% | 62.3% | -28.2% | -5.6% | 7.4% | 16.3% | |
2023-10-01 | Amount in SEK | 21964 | 73939 | 107987 | 165022 | 19062 | 71343 | 143645 | 211292 |
Average annual return | -78.0% | -26.1% | 8.0% | 65.0% | -28.2% | -6.5% | 7.5% | 16.1% | |
2023-11-01 | Amount in SEK | 21963 | 72500 | 108044 | 159437 | 19062 | 77533 | 143168 | 210702 |
Average annual return | -78.0% | -27.5% | 8.0% | 59.4% | -28.2% | -5.0% | 7.4% | 16.1% | |
2023-12-01 | Amount in SEK | 21946 | 74031 | 107897 | 162278 | 19059 | 82264 | 143838 | 212332 |
Average annual return | -78.1% | -26.0% | 7.9% | 62.3% | -28.2% | -3.8% | 7.5% | 16.3% | |
2024-01-01 | Amount in SEK | 21944 | 73939 | 107559 | 165022 | 19058 | 80632 | 143902 | 211292 |
Average annual return | -78.1% | -26.1% | 7.6% | 65.0% | -28.2% | -4.2% | 7.6% | 16.1% | |
2024-02-01 | Amount in SEK | 21945 | 73939 | 107173 | 165022 | 19058 | 82405 | 144601 | 211292 |
Average annual return | 2,194,373.1% | -26.1% | 7.2% | 65.0% | -28.2% | -3.8% | 7.7% | 16.1% | |
2024-03-01 | Amount in SEK | 21944 | 74031 | 107010 | 162278 | 19058 | 86417 | 144708 | 212332 |
Average annual return | -78.1% | -26.0% | 7.0% | 62.3% | -28.2% | -2.9% | 7.7% | 16.3% | |
2024-04-01 | Amount in SEK | 21947 | 74031 | 107010 | 162278 | 19059 | 88051 | 144440 | 212332 |
Average annual return | -78.1% | -26.0% | 7.0% | 62.3% | -28.2% | -2.5% | 7.6% | 16.3% | |
2024-05-01 | Amount in SEK | 21937 | 74031 | 107010 | 162278 | 19057 | 90476 | 144708 | 212332 |
Average annual return | -78.1% | -26.0% | 7.0% | 62.3% | -28.2% | -2.0% | 7.7% | 16.3% | |
2024-06-01 | Amount in SEK | 46601 | 74169 | 108785 | 155436 | 51999 | 95661 | 129714 | 159561 |
Average annual return | -53.4% | -25.8% | 8.8% | 55.4% | -19.6% | -1.5% | 9.1% | 16.9% | |
2024-07-01 | Amount in SEK | 46601 | 74169 | 108785 | 155436 | 51999 | 95661 | 129714 | 159561 |
Average annual return | -53.4% | -25.8% | 8.8% | 55.4% | -19.6% | -1.5% | 9.1% | 16.9% | |
2024-08-01 | Amount in SEK | 46601 | 74169 | 108785 | 155436 | 51999 | 95661 | 129714 | 159561 |
Average annual return | -53.4% | -25.8% | 8.8% | 55.4% | -19.6% | -1.5% | 9.1% | 16.9% | |
2024-09-01 | Amount in SEK | 46601 | 74169 | 108785 | 155436 | 51999 | 95661 | 129714 | 159561 |
Average annual return | -53.4% | -25.8% | 8.8% | 55.4% | -19.6% | -1.5% | 9.1% | 16.9% | |
2024-10-01 | Amount in SEK | 46601 | 74169 | 108785 | 155436 | 51999 | 95661 | 129714 | 159561 |
Average annual return | -53.4% | -25.8% | 8.8% | 55.4% | -19.6% | -1.5% | 9.1% | 16.9% | |
2024-11-01 | Amount in SEK | 46601 | 74169 | 108785 | 155436 | 51999 | 95661 | 129714 | 159561 |
Average annual return | -53.4% | -25.8% | 8.8% | 55.4% | -19.6% | -1.5% | 9.1% | 16.9% | |
2024-12-01 | Amount in SEK | 47028 | 74169 | 108785 | 155436 | 33711 | 87985 | 153054 | 217876 |
Average annual return | -53.0% | -25.8% | 8.8% | 55.4% | -19.5% | -2.5% | 8.9% | 16.9% | |
2025-01-01 | Amount in SEK | 47028 | 74169 | 108785 | 155436 | 33711 | 87985 | 153054 | 217876 |
Average annual return | -53.0% | -25.8% | 8.8% | 55.4% | -19.5% | -2.5% | 8.9% | 16.9% | |
2025-02-01 | Amount in SEK | 47028 | 74169 | 108785 | 155436 | 33711 | 87985 | 153054 | 217876 |
Average annual return | -53.0% | -25.8% | 8.8% | 55.4% | -19.5% | -2.5% | 8.9% | 16.9% |