Perenne Short Term Bond (simulated+fund)
| Perenne Short Term Bond (simulated+fund) | OMRX T-Bill Index Sweden | |
|---|---|---|
| Return (CAGR) | 0.57% | 0.60% |
| Year-to-Date | 2.77% | 2.15% |
| Month-to-Date | 0.25% | 0.16% |
| Volatility | 0.34% | 0.13% |
| Sharpe Ratio | 1.69 | 4.45 |
| Sortino Ratio | 2.82 | 12.26 |
| Jensen's Alpha | -0.01% | |
| Information Ratio | -0.10 | |
| Tracking Error (weekly) | 0.28% | |
| Index Beta (weekly) | 1.10 | |
| Capture Ratio (monthly) | 0.88 | |
| Worst Month | -0.36% | -0.14% |
| Comparison Start | 2016-01-04 | 2016-01-04 |
| Comparison End | 2025-12-30 | 2025-12-30 |
Perenne Short Term Bond (simulated+fund)
OMRX T-Bill Index Sweden