Nordea Investment Fund - Moderate Yield Fund
Provider: Exchange
| Annualised Return | 0.75% |
| Realised Volatility | 0.7% |
| Downside Volatility | 0.78% |
| Max Drawdown | -2.38% |
| Winning months | 65.96% |
| Sharpe Ratio | 1.06 |
| Sortino Ratio | 0.96 |
| Calmar Ratio | 0.31 |
| Viking Ratio | 0.53 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.29% | 0.24% | 0.06% | 0.59% | |||||||||
| 2024 | 0.37% | 0.34% | 0.38% | 0.36% | 0.35% | 0.32% | 0.41% | 0.32% | 0.36% | 0.34% | 0.27% | 0.28% | 4.16% |
| 2023 | 0.34% | 0.17% | 0.23% | 0.3% | 0.31% | 0.3% | 0.42% | 0.37% | 0.32% | 0.41% | 0.43% | 0.45% | 4.12% |
| 2022 | -0.01% | -0.19% | -0.05% | -0.11% | -0.07% | -0.29% | 0.12% | -0.05% | -0.2% | -0.02% | 0.23% | 0.18% | -0.46% |
| 2021 | -0.02% | -0.02% | -0.03% | 0% | -0.01% | -0.01% | -0.01% | -0.03% | -0.03% | -0.05% | 0.03% | -0.12% | -0.31% |
| 2020 | 0.01% | -0.06% | -1.79% | 0.67% | 0.28% | 0.35% | 0.23% | 0.07% | 0.04% | 0.03% | 0.05% | -0.05% | -0.17% |
| 2019 | 0.04% | 0.04% | 0.04% | 0.06% | -0.05% | 0.06% | 0.06% | 0.03% | -0.09% | -0.02% | -0.03% | 0% | 0.12% |
| 2018 | -0.02% | -0.04% | -0.08% | -0.02% | -0.13% | -0.01% | 0% | -0.02% | -0.02% | -0.04% | -0.12% | -0.04% | -0.52% |
| 2017 | 0.02% | 0% | -0.05% | -0.01% | 0.01% | -0.01% | 0% | -0.02% | -0.01% | 0% | -0.03% | -0.03% | -0.13% |
| 2016 | 0.02% | 0% | 0% | 0.02% | 0.01% | -0.05% | 0.04% | 0.04% | -0.08% | 0.05% | 0% | 0.01% | 0.04% |
| 2015 | 0.01% | 0.02% | 0.01% | 0% | 0% | -0.02% | 0.01% | 0.01% | -0.03% | 0% | 0.03% | 0% | 0.03% |
| 2014 | 0.04% | 0.03% | 0.02% | 0.02% | 0.04% | 0.04% | 0.03% | 0.03% | 0.04% | -0.01% | 0% | -0.01% | 0.27% |
| 2013 | 0.02% | 0.03% | 0.01% | 0.05% | 0.03% | -0.01% | 0.03% | 0.03% | 0.03% | 0.01% | 0% | 0% | 0.22% |
| 2012 | 0.68% | 0.22% | 0.17% | 0.06% | -0.03% | 0.1% | 0.17% | 0.08% | 0.08% | 0.08% | 0.03% | 0.01% | 1.67% |
| 2011 | 0.12% | 0.11% | 0.09% | 0.1% | 0.07% | 0.09% | 0.09% | -0.12% | -0.02% | 0.27% | -0.18% | 0.41% | 1.03% |
| 2010 | 0.09% | 0.09% | 0.1% | 0.03% | 0.02% | 0.03% | 0.12% | 0.09% | 0.07% | 0.07% | 0.07% | 0.09% | 0.88% |
| 2009 | 0.07% | 0% | 0.21% | 0.04% | 0.06% | 0.38% |