Analysis at 8/1/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 7.35% | 8.76% | 23.92% | 20.53% |
Analysis at 8/1/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 4.09% | 7.32% | 7.65% |
Negative volatility | 1.94% | 4.29% | 5.05% |
Sharpe | 1.44 | 0.64 | 0.34 |
Sortino | 3.03 | 1.09 | 0.51 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA MPS Financial Pir Bilanciato Italia | 1.45% | 4.79% | -13.30% | 10.19% | 5.76% | 7.35% | |
Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | 0.17% |