Compare
Athora Bilanciato Globale CARIBLU
NAV
- Periodicity
- Weekly
- Currency
- Euro
- Last update
- 7/25/2025
- NAV
- 8.955
- Daily change (%)
- 1.00%
Charts
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Performance (Euro)
| Analysis at 7/25/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.80% | 3.61% | 10.73% | 0.00% |
| Analysis at 7/25/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.37% | 6.29% | 5.82% |
| Negative volatility | 4.35% | 4.66% | 4.21% |
| Sharpe | Neg | 0.18 | 0.27 |
| Sortino | Neg | 0.24 | 0.37 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Athora Bilanciato Globale | 1.86% | 7.69% | -11.20% | 7.29% | 8.73% | -0.80% | |
| Diversified Balanced | 3.71% | 14.10% | -10.81% | 9.72% | 15.63% | -2.17% | |