Compare
Athora Global Balanced AMBALA
NAV
- Periodicity
- Weekly
- Currency
- Euro
- Last update
- 7/25/2025
- NAV
- 5.899
- Daily change (%)
- 0.55%
Charts
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Performance (Euro)
| Analysis at 7/25/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.69% | 5.55% | 15.44% | 18.60% |
| Analysis at 7/25/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.79% | 7.15% | 6.77% |
| Negative volatility | 4.40% | 5.18% | 4.93% |
| Sharpe | 0.12 | 0.39 | 0.31 |
| Sortino | 0.16 | 0.54 | 0.43 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Athora Global Balanced | 3.38% | 9.71% | -13.51% | 9.40% | 8.11% | 1.69% | |
| Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | 0.17% | |