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Danske Invest Allocation Horisont Balanserad Class SI/  LU1349506334  /

Fonds
NAV5/21/2025 Chg.-1.9700 Type of yield Investment Focus Investment company
301.2400SEK -0.65% reinvestment Mixed Fund Worldwide Danske IM Co. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.04 3.37 1.33 0.18 1.55 2.15 1.25 -2.06 0.71 2.32 1.35 +13.12%
2022 -3.81 -2.27 0.28 -2.79 -1.85 -3.47 4.45 -0.75 -4.33 1.92 2.34 -2.14 -12.10%
2023 4.33 -1.36 1.25 0.62 3.13 2.03 -0.13 0.10 -2.83 -0.67 3.40 2.25 +12.56%
2024 1.75 1.38 4.07 -0.09 -0.18 2.13 1.48 -0.65 0.54 0.85 2.19 -0.78 +13.33%
2025 2.83 -2.55 -6.03 -1.38 3.09 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.23% 10.36% 8.72% 7.55% -%
Sharpe ratio -1.13 -1.02 -0.28 0.61 -
Best month +3.09% +3.09% +3.09% +4.45% +4.45%
Worst month -6.03% -6.03% -6.03% -6.03% -6.03%
Maximum loss -13.67% -13.67% -13.67% -13.67% -
Outperformance - - - - -
 
All quotes in SEK

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Danske Invest Allocation Horison... reinvestment 301.2400 -0.36% +21.27%
Danske Invest Allocation Horison... reinvestment 301.2400 -0.36% +21.27%
Danske Invest Allocation Horison... paying dividend 185.5700 -0.36% +21.27%
Danske Invest Allocation Horison... reinvestment 310.9600 +0.07% +22.84%

Performance

YTD
  -4.26%
6 Months
  -4.32%
1 Year
  -0.36%
3 Years  
+21.27%
5 Years     -
10 Years     -
Since start  
+21.43%
Year
2024  
+13.33%
2023  
+12.56%
2022
  -12.10%
2021  
+13.12%