Compare
Helvetia Vita Fondo Sviluppo HELSVI
NAV
- Periodicity
- Weekly
- Currency
- Euro
- Last update
- 4/18/2025
- NAV
- 10.040
- Daily change (%)
- 1.03%
Charts
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Performance (Euro)
| Analysis at 4/18/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.70% | 1.51% | 3.08% | 12.17% |
| Analysis at 4/18/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 4.94% | 8.26% | 7.57% |
| Negative volatility | 3.74% | 6.03% | 4.97% |
| Sharpe | Neg | Neg | 0.34 |
| Sortino | Neg | Neg | 0.52 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Helvetia Vita Fondo Sviluppo | 1.60% | 4.95% | -13.71% | 7.96% | 5.58% | -2.70% | |
| Total Return (Medium Volatility) | 2.81% | 8.51% | -7.01% | 7.42% | 10.47% | -3.45% | |