Captor All Bond Sweden Portfolio
| Perenne Short Term Bond 67% Iris Bond 33% | All Govt and Covered Bond Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.68% | 0.64% |
| Year-to-Date | 1.65% | 1.32% |
| Month-to-Date | 1.04% | 0.84% |
| Volatility | 2.25% | 2.33% |
| Sharpe Ratio | 0.31 | 0.28 |
| Sortino Ratio | 0.46 | 0.41 |
| Jensen's Alpha | 0.09% | |
| Information Ratio | 0.07 | |
| Tracking Error (weekly) | 0.53% | |
| Index Beta (weekly) | 0.93 | |
| Capture Ratio (monthly) | 1.01 | |
| Worst Month | -2.41% | -2.73% |
| Comparison Start | 2017-05-29 | 2017-05-29 |
| Comparison End | 2026-02-27 | 2026-02-27 |
Perenne Short Term Bond 67% Iris Bond 33%
All Govt and Covered Bond Index Sweden