Analysis at 4/17/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -6.08% | -0.65% | 13.66% | 54.95% |
Analysis at 4/17/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 8.08% | 11.61% | 12.20% |
Negative volatility | 5.36% | 7.91% | 6.84% |
Sharpe | 0.42 | 0.44 | 0.93 |
Sortino | 0.64 | 0.65 | 1.66 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Generali Global Equity | -2.57% | 24.61% | -12.55% | 15.47% | 14.32% | -6.08% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -14.08% |