Analysis at 4/28/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -8.14% | 1.62% | 3.12% | 20.77% |
Analysis at 4/28/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 8.86% | 10.25% | 9.35% |
Negative volatility | 7.42% | 8.08% | 6.47% |
Sharpe | 0.02 | Neg | 0.50 |
Sortino | 0.03 | Neg | 0.72 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
ISP Lombarda Vita Previnext Dynamic | 2.25% | 14.95% | -14.71% | 8.74% | 13.55% | -8.14% | |
Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | -4.45% |