Investiper Etico Bilanciato/ IT0001484754 /
| NAV2024-04-23 | Chg.+0.0270 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 6.0320EUR | +0.45% | reinvestment | Mixed Fund Worldwide | BCC Rispa.&Previ. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | - | - | - | - | - | - | - | - | -3.29 | 0.06 | -3.17 | -5.03 | - |
| 2001 | 2.32 | -5.86 | -3.31 | 3.90 | 2.03 | -2.26 | -3.79 | -4.34 | -8.15 | 4.10 | 4.14 | 0.60 | -11.03% |
| 2002 | -0.88 | 0.00 | 2.07 | -3.44 | -1.72 | -7.69 | -4.15 | 0.24 | -4.85 | 1.58 | 3.16 | -5.43 | -19.70% |
| 2003 | -3.74 | -1.17 | 0.33 | 2.09 | -0.29 | 4.24 | 1.20 | 4.81 | -2.06 | 2.07 | -0.44 | 0.76 | +7.73% |
| 2004 | 2.32 | 0.59 | 1.57 | 0.19 | -2.76 | 1.85 | -2.06 | 0.66 | -0.45 | 0.17 | 1.11 | 0.59 | +3.70% |
| 2005 | 1.34 | 1.07 | -0.63 | -0.96 | 3.24 | 2.25 | 1.65 | -0.31 | 3.49 | -3.10 | 4.21 | 2.06 | +15.02% |
| 2006 | 1.26 | 1.61 | -0.42 | 0.21 | -3.97 | -0.20 | 0.15 | 1.21 | 0.63 | 1.45 | 0.62 | 1.26 | +3.74% |
| 2007 | 0.40 | -0.26 | 0.82 | 1.14 | 0.71 | -0.25 | -0.57 | -1.28 | 1.32 | 2.22 | -2.40 | -0.53 | +1.24% |
| 2008 | -4.78 | 0.97 | -2.31 | 1.99 | 0.82 | -4.21 | -1.12 | 0.28 | -6.07 | -5.74 | -2.16 | -0.73 | -21.12% |
| 2009 | -1.52 | -3.18 | 2.12 | 5.20 | 1.80 | 0.81 | 3.37 | 1.43 | 1.38 | -0.45 | 0.55 | 2.23 | +14.35% |
| 2010 | -1.02 | 0.78 | 3.42 | 0.75 | -3.28 | -1.12 | 1.98 | -0.94 | 2.70 | 0.99 | -0.17 | 2.46 | +6.53% |
| 2011 | -0.77 | 0.90 | -0.24 | 0.72 | 0.02 | -0.93 | -0.46 | -3.73 | -4.28 | 5.13 | -3.30 | 1.81 | -5.36% |
| 2012 | 4.07 | 3.34 | 0.43 | -0.31 | -3.87 | 0.69 | 2.68 | 0.40 | 1.47 | -0.58 | 1.34 | 0.49 | +10.37% |
| 2013 | 1.24 | 0.96 | 1.31 | 0.96 | -0.33 | -3.42 | 1.74 | -1.96 | 2.61 | 2.32 | 0.37 | 0.22 | +6.01% |
| 2014 | -1.56 | 2.14 | -0.13 | 0.19 | 2.07 | 0.57 | 0.44 | 0.67 | -0.23 | 0.73 | 1.76 | -0.96 | +5.78% |
| 2015 | 3.41 | 2.92 | 1.00 | -0.25 | 0.88 | -2.73 | 1.09 | -4.05 | -3.00 | 5.56 | 1.43 | -2.27 | +3.59% |
| 2016 | -5.49 | -0.94 | 3.56 | 0.86 | 0.75 | -1.43 | 2.02 | 0.62 | -0.12 | -0.34 | -1.00 | 1.15 | -0.63% |
| 2017 | 1.12 | 1.95 | 0.62 | 0.87 | 0.36 | -0.68 | 0.52 | -0.13 | 0.90 | 1.36 | 0.24 | 0.80 | +8.18% |
| 2018 | 1.86 | -1.76 | -1.88 | 0.60 | -0.71 | -1.71 | 1.20 | -1.30 | 0.08 | -5.09 | 0.48 | -3.51 | -11.32% |
| 2019 | 4.24 | 1.66 | 0.43 | 1.88 | -2.57 | 2.36 | 2.21 | -0.11 | 1.00 | -0.07 | 1.90 | 0.33 | +13.91% |
| 2020 | 1.19 | -3.66 | -7.88 | 6.46 | 1.11 | 1.19 | 0.78 | 2.50 | -0.25 | -0.81 | 4.62 | 0.59 | +5.20% |
| 2021 | 0.33 | -0.38 | 2.85 | 0.52 | -0.13 | 2.15 | 1.53 | 1.38 | -1.73 | 2.28 | 0.40 | 1.49 | +11.12% |
| 2022 | -4.57 | -2.50 | 1.06 | -2.26 | -2.38 | -4.73 | 6.34 | -3.04 | -5.12 | 2.02 | 2.21 | -2.88 | -15.33% |
| 2023 | 3.13 | -0.34 | -0.02 | 0.32 | 0.77 | 0.82 | 1.11 | -0.94 | -1.76 | -1.93 | 4.18 | 3.43 | +8.91% |
| 2024 | 1.19 | 0.82 | 2.12 | -1.97 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 3.75% | 3.96% | 4.16% | 5.78% | 6.52% |
| Sharpe ratio | 0.86 | 4.45 | 1.00 | -0.62 | -0.15 |
| Best month | +3.43% | +4.18% | +4.18% | +6.34% | +6.46% |
| Worst month | -1.97% | -1.97% | -1.97% | -5.12% | -7.88% |
| Maximum loss | -2.54% | -2.54% | -5.01% | -17.44% | -18.88% |
| Outperformance | +2.38% | - | +5.31% | +0.11% | +0.27% |
All quotes in EUR
Performance
| YTD | +2.13% | ||
|---|---|---|---|
| 6 Months | +10.19% | ||
| 1 Year | +8.02% | ||
| 3 Years | +0.95% | ||
| 5 Years | +15.53% | ||
| Since start | +20.64% | ||
| Year | |||
| 2023 | +8.91% | ||
| 2022 | -15.33% | ||
| 2021 | +11.12% | ||
| 2020 | +5.20% | ||
| 2019 | +13.91% | ||
| 2018 | -11.32% | ||
| 2017 | +8.18% | ||
| 2016 | -0.63% | ||
| 2015 | +3.59% | ||
