Nordea 1 Global Opportunity F.BP SEK/ LU0985314672 /
| NAV2025-01-02 | Chg.+32.0952 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 4,184.8354SEK | +0.77% | reinvestment | Equity Worldwide | Nordea Inv. Funds ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 9.61 | 7.02 | 2.07 | 8.03 | -4.64 | 3.98 | 5.40 | 0.63 | 0.10 | -0.10 | 3.46 | 1.08 | +42.25% |
| 2020 | 3.99 | -10.12 | -6.64 | 10.01 | 1.17 | 0.63 | 0.65 | 4.38 | 1.78 | -4.73 | 4.89 | -0.12 | +4.31% |
| 2021 | 1.56 | 1.57 | 7.36 | 2.48 | -1.19 | 4.87 | 3.21 | 3.07 | -2.21 | 1.96 | 7.31 | 1.12 | +35.36% |
| 2022 | -7.80 | -4.20 | 2.66 | -3.80 | -4.56 | -5.21 | 11.58 | -0.78 | -6.47 | 4.85 | 1.18 | -4.74 | -17.42% |
| 2023 | 9.04 | -2.97 | 2.57 | 0.40 | 7.13 | 5.50 | 0.63 | 1.54 | -4.67 | -2.32 | 4.95 | 1.43 | +24.75% |
| 2024 | 6.04 | 4.77 | 5.26 | -0.71 | -2.61 | 5.23 | 2.46 | -2.99 | 0.31 | 3.06 | 6.85 | -2.11 | - |
| 2025 | 0.77 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.58% | 16.29% | 14.58% | 18.02% | 18.48% |
| Sharpe ratio | 1.66 | 0.82 | 1.66 | 0.36 | 0.55 |
| Best month | +6.85% | +6.85% | +6.85% | +11.58% | +11.58% |
| Worst month | -2.99% | -2.99% | -2.99% | -7.80% | -10.12% |
| Maximum loss | -8.77% | -8.77% | -8.77% | -22.96% | -28.58% |
| Outperformance | +6.09% | - | +0.70% | - | - |
All quotes in SEK
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Nordea 1 - Global Opportunity Fu... | reinvestment | 4,672.6289 | +30.09% | +41.34% | |
| Nordea 1 - Global Opportunity Fu... | reinvestment | 337.3219 | +21.83% | +13.55% | |
| Nordea 1 Global Opportunity F.BP... | reinvestment | 4,184.8354 | +26.73% | +30.46% | |
| Nordea 1 - Global Opportunity Fu... | reinvestment | 398.7391 | +23.67% | +18.83% | |
| Nordea 1 - Global Opportunity Fu... | reinvestment | 366.3022 | +22.74% | +16.14% |
Performance
| YTD | +26.77% | ||
|---|---|---|---|
| 6 Months | +7.75% | ||
| 1 Year | +26.73% | ||
| 3 Years | +30.46% | ||
| 5 Years | +83.93% | ||
| 10 Years | - | ||
| Since start | +149.69% | ||
| Year | |||
| 2023 | +24.75% | ||
| 2022 | -17.42% | ||
| 2021 | +35.36% | ||
| 2020 | +4.31% | ||
| 2019 | +42.25% | ||
