Analysis at 7/25/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 4.27% | 7.87% | 34.07% | 61.60% |
Analysis at 7/25/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 11.83% | 11.96% | 12.22% |
Negative volatility | 7.78% | 7.85% | 7.29% |
Sharpe | 0.28 | 0.67 | 0.73 |
Sortino | 0.43 | 1.02 | 1.22 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Generali Global Equity | -2.57% | 24.61% | -12.55% | 15.47% | 14.32% | 4.27% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | 1.39% |