Compare
Unipol Valore Equilibrato Unipol UNIVEQ
NAV
- Periodicity
- Weekly
- Currency
- Euro
- Last update
- 7/30/2025
- NAV
- 11.660
- Daily change (%)
- 0.91%
Charts
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Performance (Euro)
| Analysis at 7/30/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.49% | 2.89% | 8.95% | 12.57% |
| Analysis at 7/30/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 4.72% | 4.76% | 5.21% |
| Negative volatility | 3.90% | 3.49% | 3.78% |
| Sharpe | Neg | 0.07 | 0.14 |
| Sortino | Neg | 0.10 | 0.19 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| Unipol Valore Equilibrato Unipol | 1.51% | 7.25% | -11.81% | 6.34% | 7.99% | -0.49% | |
| Total Return (Medium Volatility) | 2.81% | 8.51% | -7.01% | 7.42% | 10.47% | -0.21% | |