Analysis at 4/1/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -7.47% | 1.32% | 13.87% | 65.45% |
Analysis at 4/1/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 8.80% | 10.98% | 10.92% |
Negative volatility | 6.63% | 6.95% | 6.73% |
Sharpe | 0.16 | 0.31 | 0.92 |
Sortino | 0.22 | 0.49 | 1.49 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Credemvita Simple Life Global Equity ESG | 5.02% | 22.98% | -15.50% | 14.84% | 20.30% | -7.47% | |
Equity Focus -ESG (World) | 5.66% | 30.95% | -10.38% | 18.95% | 19.01% | -6.29% |