Analysis at 4/25/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | -3.57% | 0.99% | 2.82% | 20.00% |
Analysis at 4/25/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 4.61% | 8.94% | 8.33% |
Negative volatility | 3.69% | 6.57% | 5.41% |
Sharpe | Neg | Neg | 0.48 |
Sortino | Neg | Neg | 0.73 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
Zurich Worlwide Blend | 1.10% | 9.32% | -15.01% | 9.85% | 6.71% | -3.57% | |
Diversified Balanced | 3.71% | 14.10% | -10.81% | 9.72% | 15.63% | -8.65% |