NAV

Periodicity
Weekly
Currency
Euro
Last update
9/5/2025
NAV
7.818
Daily change (%)
0.04%

Charts  

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Performance (Euro)

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

Annual performance (Euro)

  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%