Danske Invest SICAV - Sverige SA d

Morningstar Rating™(Relative to Category)31/12/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-Year*AverageAverage3 star
10-Year*--Not Rated
Overall*AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Danske Invest SICAV - Sverige SA d
  • MSCI Sweden NR SEK
Volatility Measurements31/12/2020
3-Yr Std Dev18.50 %
3-Yr Mean Return12.04 %
3-Yr Sharpe Ratio0.59
Modern Portfolio Statistics31/12/202031/12/2020
 Standard IndexBest Fit Index
 MSCI Sweden NR SEK  Morningstar Sweden NR SEK
3-Yr Beta1.051.06
3-Yr Alpha1.20-1.94
* This share class has performance data calculated prior to the inception date, 2017-11-10. This is based upon a simulated/extended track record, using the track record of Danske Invest Sverige utd (ISIN: SE0005190790), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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