Captor

Perenne Short Term Bond B USD

Perenne Short Term Bond B USD Perenne Short Term Bond SEK shareclass Bloomberg US Treasury Bill Index (LD20TRUU)
Return (CAGR) 5.01% 2.97% 4.64%
Year-to-Date 1.06% 0.54% 1.01%
Month-to-Date 0.47% 0.39% 0.15%
Volatility 0.45% 0.36% 0.20%
Sharpe Ratio 10.81 8.09 22.79
Sortino Ratio 23.47 15.15 1188.04
Jensen's Alpha 5.22% 2.77%
Information Ratio 0.70 -3.94
Tracking Error (weekly) 0.45% 0.39%
Index Beta (weekly) 0.57 0.68
Capture Ratio (monthly) 0.00 0.00
Worst Month -0.35% -0.47% 0.15%
Comparison Start 2024-01-02 2024-01-02 2024-01-02
Comparison End 2026-04-15 2026-04-15 2026-04-15
Perenne Short Term Bond B USD
Perenne Short Term Bond SEK shareclass
Bloomberg US Treasury Bill Index (LD20TRUU)