Analysis at 4/22/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -5.64% | -0.24% | 6.63% | 31.62% |
Analysis at 4/22/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 7.68% | 9.61% | 9.76% |
Negative volatility | 5.89% | 6.67% | 5.99% |
Sharpe | Neg | 0.11 | 0.64 |
Sortino | Neg | 0.16 | 1.04 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Aviva CU New Taurus | -2.10% | 17.86% | -13.82% | 11.11% | 10.00% | -5.64% | |
Diversified EUR Aggressive | 6.81% | 18.77% | -13.52% | 14.66% | 18.70% | -8.58% |