Compare
Helvetia Vita Multimanager Equity HEMUE
NAV
- Periodicity
- Weekly
- Currency
- Euro
- Last update
- 4/29/2025
- NAV
- 21.120
- Daily change (%)
- 3.53%
Charts
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Performance (Euro)
| Analysis at 4/29/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -6.01% | 0.76% | 9.03% | 46.67% |
| Analysis at 4/29/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.23% | 10.19% | 10.46% |
| Negative volatility | 4.62% | 7.44% | 6.50% |
| Sharpe | 0.30 | 0.17 | 0.96 |
| Sortino | 0.40 | 0.23 | 1.54 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Helvetia Vita Multimanager Equity | 8.14% | 19.21% | -15.75% | 10.86% | 11.74% | -6.01% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -8.27% | |