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) 5.14% 3.10% 4.69%
Year-to-Date 0.80% 0.49% 0.60%
Month-to-Date -0.14% -0.13% 0.03%
Volatility 0.38% 0.27% 0.20%
Sharpe Ratio 13.24 11.33 22.84
Sortino Ratio 34.46 28.82 1623.83
Jensen's Alpha 5.27% 2.80%
Information Ratio 0.99 -4.66
Tracking Error (weekly) 0.34% 0.25%
Index Beta (weekly) 0.64 0.78
Capture Ratio (monthly) 0.00 0.00
Worst Month -0.14% -0.13% 0.03%
Comparison Start 2024-01-02 2024-01-02 2024-01-02
Comparison End 2026-03-05 2026-03-05 2026-03-05
Perenne Short Term Bond B USD
Perenne Short Term Bond SEK shareclass
Bloomberg US Treasury Bill Index (LD20TRUU)