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) | 4.91% | 2.91% | 4.53% |
| Year-to-Date | 2.55% | 1.41% | 2.32% |
| Month-to-Date | 0.27% | 0.15% | 0.20% |
| Volatility | 0.47% | 0.39% | 0.20% |
| Sharpe Ratio | 10.17 | 7.43 | 22.67 |
| Sortino Ratio | 22.79 | 14.50 | 1243.69 |
| Jensen's Alpha | 5.02% | 2.65% | |
| Information Ratio | 0.72 | -3.65 | |
| Tracking Error (weekly) | 0.47% | 0.42% | |
| Index Beta (weekly) | 0.77 | 0.81 | |
| Capture Ratio (monthly) | 0.00 | 0.00 | |
| Worst Month | -0.35% | -0.47% | 0.20% |
| Comparison Start | 2024-01-02 | 2024-01-02 | 2024-01-02 |
| Comparison End | 2026-08-20 | 2026-08-20 | 2026-08-20 |
Perenne Short Term Bond B USD
Perenne Short Term Bond SEK shareclass
Bloomberg US Treasury Bill Index (LD20TRUU)