Perenne Short Term Bond (simulated+fund)
| Perenne Short Term Bond (simulated+fund) | OMRX T-Bill Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.73% | 0.76% |
| Year-to-Date | 1.41% | 1.23% |
| Month-to-Date | 0.15% | 0.12% |
| Volatility | 0.37% | 0.14% |
| Sharpe Ratio | 1.97 | 5.45 |
| Sortino Ratio | 3.30 | 15.55 |
| Jensen's Alpha | -0.13% | |
| Information Ratio | -0.08 | |
| Tracking Error (weekly) | 0.32% | |
| Index Beta (weekly) | 1.18 | |
| Capture Ratio (monthly) | 0.86 | |
| Worst Month | -0.47% | -0.14% |
| Comparison Start | 2016-08-22 | 2016-08-22 |
| Comparison End | 2026-08-20 | 2026-08-20 |
Perenne Short Term Bond (simulated+fund)
OMRX T-Bill Index Sweden