Analysis at 4/30/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 1.99% | 5.48% | 13.41% | 20.90% |
Analysis at 4/30/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 3.74% | 8.35% | 7.64% |
Negative volatility | 2.29% | 5.73% | 5.05% |
Sharpe | 0.57 | 0.23 | 0.36 |
Sortino | 0.93 | 0.33 | 0.54 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA MPS Financial Pir Bilanciato Italia | 1.45% | 4.79% | -13.30% | 10.19% | 5.76% | 1.99% | |
Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | -4.95% |