Analysis at 4/17/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -3.71% | -0.08% | 1.36% | 6.16% |
Analysis at 4/17/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 3.85% | 6.20% | 5.23% |
Negative volatility | 3.27% | 4.68% | 3.76% |
Sharpe | Neg | Neg | 0.14 |
Sortino | Neg | Neg | 0.19 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Alleanza Partner Income Bond Acc. | -2.30% | 3.58% | -10.47% | 6.96% | 5.42% | -3.71% | |
Total Return Bond | 0.07% | 2.13% | -8.77% | 2.71% | 4.67% | -3.43% |