Compare
BPM Financial Vita Bilanciato BPMBIL
NAV
- Periodicity
- Weekly
- Currency
- Euro
- Last update
- 4/23/2025
- NAV
- 10.670
- Daily change (%)
- 0.19%
Charts
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Performance (Euro)
| Analysis at 4/23/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.70% | 0.95% | 3.69% | 27.18% |
| Analysis at 4/23/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 4.03% | 6.83% | 8.11% |
| Negative volatility | 2.90% | 4.90% | 4.15% |
| Sharpe | 0.38 | 0.01 | 0.83 |
| Sortino | 0.52 | 0.01 | 1.62 |
Annual performance (Euro)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| BPM Financial Vita Bilanciato | 5.65% | 13.54% | -12.01% | 7.46% | 8.31% | -3.70% | |
| Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | -6.58% | |