Analysis at 3/31/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 1.91% | 2.97% | 7.07% | 18.45% |
Analysis at 3/31/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 4.73% | 7.54% | 6.87% |
Negative volatility | 3.57% | 5.24% | 4.53% |
Sharpe | Neg | Neg | 0.34 |
Sortino | Neg | Neg | 0.51 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Reale Teseo Linea Bilanciata Etica A | 2.19% | 5.85% | -13.71% | 10.02% | 3.89% | 1.91% | |
Diversified EUR Balanced | 6.05% | 12.67% | -13.89% | 11.80% | 14.08% | -6.58% |