Analysis at 8/29/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 5.50% | 10.15% | 37.56% | 0.00% |
Analysis at 8/29/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 10.57% | 13.23% | 14.18% |
Negative volatility | 7.32% | 8.65% | 9.74% |
Sharpe | 0.63 | 0.64 | 0.31 |
Sortino | 0.91 | 0.97 | 0.45 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Fideuram Millennials | 0.00% | 10.95% | -25.78% | 25.62% | 16.61% | 5.50% | |
Equity Focus -ESG (World) | 5.66% | 30.95% | -10.38% | 18.95% | 19.01% | 6.00% |