I tabellen nedan redovisas den historiska avkastningen för Meriti Capitals diskretionära portfölj ”Högutdelande aktier Norden” efter avgifter. Förvaltningen har bedrivits av Meriti Capital sedan 2022-03-31. I tabellen och grafen redovisas även strategins avkastning proforma (visas med streckad linje).
| 2026 | -4,50% | 4,61% | -3,72% | 1,41% | -2,46% | ||||||||
| 2025 | 4,96% | 0,48% | -5,30% | 0,72% | 5,33% | 2,25% | -0,18% | -0,73% | 0,20% | 0,41% | 0,27% | 3,20% | 11,75% |
| 2024 | -0,10% | 4,13% | 5,51% | 1,28% | 6,79% | -0,22% | 3,63% | -0,34% | -0,16% | -3,36% | -1,00% | -0,27% | 16,54% |
| 2023 | 1,40% | 2,27% | -2,79% | 3,54% | -0,83% | 1,14% | -0,53% | -0,49% | 1,22% | -0,85% | 1,49% | 2,17% | 7,83% |
| 2022 | -2,88% | -3,57% | 2,08% | -3,50% | 1,64% | -7,29% | 1,75% | -2,11% | -7,12% | 5,30% | 1,67% | -0,76% | -14,56% |
| 2021 | 0,73% | 1,71% | 8,46% | 0,85% | 3,83% | 2,20% | 2,19% | 1,13% | 0,69% | 0,21% | 1,90% | 4,21% | 31,66% |
| 2020 | 0,77% | -7,90% | -13,32% | 6,75% | 3,20% | -0,89% | 2,56% | 2,37% | 2,15% | -5,32% | 10,50% | -0,91% | -2,33% |
| 2019 | 2,81% | -0,23% | -1,33% | 3,01% | 4,26% |