Analysis at 9/15/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 4.10% | 5.18% | 13.48% | 4.73% |
Analysis at 9/15/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 1.75% | 3.90% | 4.64% |
Negative volatility | 0.82% | 2.82% | 3.67% |
Sharpe | 1.43 | 0.27 | Neg |
Sortino | 3.06 | 0.37 | Neg |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Ina Nuovo Fondo Ina | 2.66% | 2.19% | -12.07% | 4.60% | 3.80% | 4.10% | |
Total Return Bond - EUR | 3.17% | -2.21% | -13.95% | 6.48% | 2.87% | 1.19% |