Analysis at 4/17/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -10.18% | -3.81% | 3.59% | 35.93% |
Analysis at 4/17/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 7.13% | 11.10% | 10.83% |
Negative volatility | 5.21% | 8.04% | 6.71% |
Sharpe | 0.19 | 0.18 | 0.74 |
Sortino | 0.25 | 0.24 | 1.19 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Alleanza Partner Income Equity Acc. | -1.67% | 16.94% | -13.59% | 11.49% | 13.42% | -10.18% | |
Equity World (Emerging & Developed Markets) - Large & Mid Cap | 7.18% | 28.08% | -12.58% | 18.65% | 25.90% | -11.81% |