Analysis at 4/15/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -4.47% | -0.72% | 2.00% | 18.55% |
Analysis at 4/15/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 4.52% | 7.77% | 7.38% |
Negative volatility | 3.76% | 5.71% | 4.74% |
Sharpe | Neg | Neg | 0.52 |
Sortino | Neg | Neg | 0.82 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
AXA MPS Vita Previdenza Equilibrato | 4.22% | 7.84% | -13.93% | 7.99% | 7.94% | -4.47% | |
Diversified Balanced | 3.71% | 14.10% | -10.81% | 9.72% | 15.63% | -6.82% |