Analysis at 9/5/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -1.83% | 4.66% | 27.37% | 13.37% |
Analysis at 9/5/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 10.75% | 11.27% | 11.59% |
Negative volatility | 8.13% | 8.32% | 8.94% |
Sharpe | 0.22 | 0.38 | 0.13 |
Sortino | 0.29 | 0.51 | 0.17 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Italiana Finanza&Previdenza Trend | -4.16% | 3.72% | -21.53% | 13.29% | 19.01% | -1.83% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | 1.65% |