Analysis at 4/23/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -3.68% | 3.53% | 15.88% | 55.92% |
Analysis at 4/23/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 5.23% | 7.94% | 9.48% |
Negative volatility | 3.55% | 5.10% | 4.76% |
Sharpe | 0.74 | 0.57 | 1.09 |
Sortino | 1.09 | 0.89 | 2.17 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
BIM Vita Allegro | -0.41% | 20.58% | -9.76% | 12.97% | 14.11% | -3.68% | |
Diversified Aggressive | 5.43% | 20.01% | -11.45% | 13.24% | 19.76% | -9.93% |