Perenne Short Term Bond (simulated+fund)
| Perenne Short Term Bond (simulated+fund) | OMRX T-Bill Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.70% | 0.72% |
| Year-to-Date | 1.18% | 0.92% |
| Month-to-Date | 0.18% | 0.13% |
| Volatility | 0.37% | 0.14% |
| Sharpe Ratio | 1.90 | 5.17 |
| Sortino Ratio | 3.18 | 14.59 |
| Jensen's Alpha | -0.11% | |
| Information Ratio | -0.05 | |
| Tracking Error (weekly) | 0.32% | |
| Index Beta (weekly) | 1.18 | |
| Capture Ratio (monthly) | 0.88 | |
| Worst Month | -0.47% | -0.14% |
| Comparison Start | 2016-06-27 | 2016-06-27 |
| Comparison End | 2026-06-23 | 2026-06-23 |
Perenne Short Term Bond (simulated+fund)
OMRX T-Bill Index Sweden