NAV

Periodicity
Weekly
Currency
Euro
Last update
7/18/2025
NAV
20.438
Daily change (%)
-0.23%

Charts  

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Performance (Euro)

Analysis at 7/18/2025 YTD 1 year 3 years 5 years
Performance 3.41% 4.25% 24.49% 31.54%

Analysis at 7/18/2025 1 year 3 years 5 years
Volatility 10.62% 10.35% 9.95%
Negative volatility 6.78% 6.78% 6.23%
Sharpe 0.18 0.53 0.48
Sortino 0.29 0.80 0.77

Annual performance (Euro)

  2020 2021 2022 2023 2024 2025
  Zurich Worldwide Equity -0.58% 14.08% -13.19% 11.40% 8.99% 3.41%
  Equity World (Emerging & Developed Markets) - Large & Mid Cap 7.18% 28.08% -12.58% 18.65% 25.90% -0.34%