Captor All Bond Sweden Portfolio
| Perenne Short Term Bond 67% Iris Bond 33% | All Govt and Covered Bond Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.57% | 0.56% |
| Year-to-Date | 0.67% | 0.62% |
| Month-to-Date | -0.97% | -0.69% |
| Volatility | 2.25% | 2.34% |
| Sharpe Ratio | 0.26 | 0.25 |
| Sortino Ratio | 0.38 | 0.36 |
| Jensen's Alpha | 0.05% | |
| Information Ratio | 0.02 | |
| Tracking Error (weekly) | 0.54% | |
| Index Beta (weekly) | 0.94 | |
| Capture Ratio (monthly) | 1.00 | |
| Worst Month | -2.41% | -2.73% |
| Comparison Start | 2017-05-29 | 2017-05-29 |
| Comparison End | 2026-03-06 | 2026-03-06 |
Perenne Short Term Bond 67% Iris Bond 33%
All Govt and Covered Bond Index Sweden