Analysis at 8/30/2024 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 14.20% | 18.81% | 21.93% | 53.11% |
Analysis at 8/30/2024 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 9.14% | 11.32% | 12.44% |
Negative volatility | 4.75% | 7.27% | 8.03% |
Sharpe | 1.48 | 0.56 | 0.68 |
Sortino | 2.85 | 0.88 | 1.05 |
2019 | 2020 | 2021 | 2022 | 2023 | 2024 | ||
Aviva Ouverture | 22.92% | 1.68% | 22.68% | -12.73% | 16.28% | 14.20% | |
Equity World (Developed Markets) - Large & Mid Cap | 6.88% | 31.64% | -12.34% | 20.20% | 27.15% | -12.42% |