Investiper Azionario Globale/ IT0001484770 /
| NAV2024-04-22 | Chg.+0.0150 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 6.5680EUR | +0.23% | reinvestment | Equity Worldwide | BCC Rispa.&Previ. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | - | - | - | - | - | - | - | - | -3.44 | 0.45 | -3.32 | -5.26 | - |
| 2001 | 2.15 | -5.78 | -3.86 | 4.06 | 2.56 | -2.74 | -4.03 | -5.27 | -10.55 | 5.18 | 5.80 | 1.06 | -12.17% |
| 2002 | -0.76 | 0.33 | 2.63 | -4.16 | -2.42 | -9.06 | -5.77 | 0.25 | -6.54 | 2.06 | 4.16 | -6.87 | -24.04% |
| 2003 | -4.53 | -1.76 | 0.54 | 2.67 | -0.21 | 5.03 | 1.39 | 5.34 | -2.57 | 2.70 | -0.09 | 0.87 | +9.29% |
| 2004 | 2.58 | 0.81 | 1.33 | 0.47 | -2.94 | 1.89 | -2.36 | 0.63 | 0.06 | -0.03 | 1.53 | 0.97 | +4.91% |
| 2005 | 1.49 | 2.42 | -0.98 | -1.59 | 4.07 | 2.64 | 2.59 | -0.53 | 4.90 | -3.99 | 5.52 | 2.87 | +20.70% |
| 2006 | 2.16 | 2.13 | -0.05 | 0.72 | -5.54 | -0.39 | -0.02 | 1.47 | 0.68 | 2.14 | 0.82 | 1.82 | +5.84% |
| 2007 | 0.62 | -0.68 | 1.21 | 1.63 | 1.38 | -0.57 | -1.24 | -1.68 | 1.75 | 2.57 | -3.14 | -0.36 | +1.35% |
| 2008 | -7.52 | 0.85 | -3.12 | 3.25 | 1.65 | -5.95 | -1.82 | 0.10 | -7.88 | -9.40 | -3.92 | -1.38 | -30.69% |
| 2009 | -1.89 | -4.68 | 2.89 | 7.45 | 2.99 | 0.73 | 4.22 | 1.81 | 2.09 | -0.93 | 0.59 | 3.85 | +20.27% |
| 2010 | -1.90 | 0.80 | 4.90 | 0.91 | -4.79 | -1.93 | 2.52 | -2.08 | 4.36 | 1.46 | 0.34 | 3.87 | +8.29% |
| 2011 | -0.80 | 1.11 | -0.22 | 1.08 | -0.27 | -1.26 | -0.85 | -6.46 | -5.99 | 7.66 | -3.85 | 1.70 | -8.58% |
| 2012 | 5.17 | 4.37 | 0.80 | -0.79 | -6.36 | 1.07 | 2.82 | 0.54 | 1.73 | -0.90 | 1.87 | 0.74 | +11.11% |
| 2013 | 1.63 | 1.28 | 1.63 | 0.16 | -0.12 | -5.53 | 2.54 | -1.73 | 3.29 | 2.70 | 0.00 | 0.30 | +6.01% |
| 2014 | -3.18 | 2.45 | 0.37 | 0.07 | 3.33 | 0.43 | 0.76 | 1.69 | -1.32 | 1.16 | 1.03 | -1.35 | +5.41% |
| 2015 | 4.63 | 4.15 | 1.27 | 0.80 | 0.38 | -3.91 | -0.29 | -6.30 | -3.69 | 6.85 | 2.27 | -2.99 | +2.34% |
| 2016 | -7.75 | -0.96 | 4.90 | 0.49 | 1.43 | -1.76 | 3.86 | 0.48 | -1.23 | 0.91 | -0.06 | 1.42 | +1.18% |
| 2017 | 1.83 | 2.47 | 1.33 | 0.93 | 0.74 | -0.93 | 0.90 | -0.20 | 1.85 | 2.55 | 0.19 | 1.08 | +13.43% |
| 2018 | 3.75 | -2.86 | -3.24 | 0.71 | 0.21 | -1.94 | 1.26 | -0.83 | 0.54 | -8.28 | 1.64 | -7.09 | -15.59% |
| 2019 | 7.05 | 2.91 | 1.01 | 3.04 | -5.53 | 3.10 | 2.89 | -1.24 | 2.29 | -2.13 | 3.17 | 0.61 | +17.92% |
| 2020 | 0.47 | -8.33 | -10.97 | 8.23 | 1.98 | 0.63 | -0.68 | 4.13 | -0.70 | -2.48 | 8.15 | 1.32 | -0.08% |
| 2021 | 0.85 | 1.81 | 5.31 | 1.54 | -0.67 | 2.98 | 1.09 | 2.24 | -2.02 | 3.92 | -0.48 | 3.29 | +21.49% |
| 2022 | -5.51 | -1.73 | 3.53 | -2.39 | -2.62 | -5.63 | 7.44 | -1.84 | -5.24 | 5.42 | 0.89 | -5.15 | -13.06% |
| 2023 | 3.07 | 0.26 | -1.07 | -0.26 | 0.63 | 3.19 | 1.87 | -1.11 | -2.08 | -3.10 | 5.70 | 3.46 | +10.68% |
| 2024 | 2.84 | 3.89 | 2.87 | -3.55 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.64% | 8.45% | 8.82% | 11.51% | 14.22% |
| Sharpe ratio | 2.00 | 3.52 | 1.26 | 0.01 | 0.07 |
| Best month | +3.89% | +5.70% | +5.70% | +7.44% | +8.23% |
| Worst month | -3.55% | -3.55% | -3.55% | -5.63% | -10.97% |
| Maximum loss | -3.77% | -3.77% | -6.94% | -16.01% | -32.03% |
| Outperformance | +6.64% | - | +4.37% | -2.74% | -7.68% |
All quotes in EUR
Performance
| YTD | +6.00% | ||
|---|---|---|---|
| 6 Months | +15.45% | ||
| 1 Year | +14.95% | ||
| 3 Years | +12.45% | ||
| 5 Years | +27.29% | ||
| Since start | +31.36% | ||
| Year | |||
| 2023 | +10.68% | ||
| 2022 | -13.06% | ||
| 2021 | +21.49% | ||
| 2020 | -0.08% | ||
| 2019 | +17.92% | ||
| 2018 | -15.59% | ||
| 2017 | +13.43% | ||
| 2016 | +1.18% | ||
| 2015 | +2.34% | ||
