Returns

Lysa's first funds started trading on the market in late 2016. In order to give you an understanding of how Lysa could have performed, we have included a pro-forma portfolio based on the Morningstar Global Markets index below.


Remember that historic returns are not a guarantee for future performance and that investments are always associated with risk. The value of your investments can go down as well as up and you may not get back your initial capital.

+214.52%

+50.43%

15 years

2006-01-31

+84.49%

+7.63%

5 years

2016-01-31

+4.52%

-0.20%

1 year

2020-01-24

+5.03%

+0.09%

Year to date

2020-12-30

+12.52%

+0.09%

3 months

2020-10-16

+5.21%

+0.02%

1 month

2020-12-23

+0.52%

+0.06%

1 week

2021-01-19

+0.64%

+0.04%

1 day

2021-01-26

Period

Stocks

Bonds

Historic returns (pro-forma)

How historic returns are calculated

Since Lysa wasn't active before late 2016, we have included simulated historic performance based on a "pro-forma" portfolio, meaning how a very similar portfolio would have performed in the past.

 

The reason why we can't use the exact Lysa-portfolio in our backtesting is that we always look for better instrument to include in our portfolios. Thus, all the underlying funds we use today was not in existence 5, 10, 15 years ago.