Captor All Bond Sweden Portfolio
| Perenne Short Term Bond 67% Iris Bond 33% | All Govt and Covered Bond Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.50% | 0.50% |
| Year-to-Date | 2.64% | 2.72% |
| Month-to-Date | 0.12% | 0.20% |
| Volatility | 2.25% | 2.35% |
| Sharpe Ratio | 0.23 | 0.22 |
| Sortino Ratio | 0.34 | 0.32 |
| Jensen's Alpha | 0.05% | |
| Information Ratio | 0.01 | |
| Tracking Error (weekly) | 0.53% | |
| Index Beta (weekly) | 0.93 | |
| Capture Ratio (monthly) | 1.00 | |
| Worst Month | -2.41% | -2.73% |
| Comparison Start | 2017-05-29 | 2017-05-29 |
| Comparison End | 2025-12-30 | 2025-12-30 |
Perenne Short Term Bond 67% Iris Bond 33%
All Govt and Covered Bond Index Sweden