Perenne Short Term Bond (simulated+fund)
| Perenne Short Term Bond (simulated+fund) | OMRX T-Bill Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.73% | 0.77% |
| Year-to-Date | 1.33% | 1.33% |
| Month-to-Date | -0.04% | 0.06% |
| Volatility | 0.37% | 0.14% |
| Sharpe Ratio | 1.95 | 5.54 |
| Sortino Ratio | 3.26 | 15.90 |
| Jensen's Alpha | -0.15% | |
| Information Ratio | -0.13 | |
| Tracking Error (weekly) | 0.32% | |
| Index Beta (weekly) | 1.18 | |
| Capture Ratio (monthly) | 0.84 | |
| Worst Month | -0.47% | -0.14% |
| Comparison Start | 2016-09-12 | 2016-09-12 |
| Comparison End | 2026-09-10 | 2026-09-10 |
Perenne Short Term Bond (simulated+fund)
OMRX T-Bill Index Sweden