DetailsChartProfileRisk matrixNewsDocuments

Investiper Italia PIR50 PIR - PIC/  IT0005282071  /

Fonds
NAV6/23/2025 Chg.-0.0060 Type of yield Investment Focus Investment company
6.1280EUR -0.10% reinvestment Mixed Fund Worldwide BCC Rispa.&Previ. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - - - - - - -1.71 -0.65 -
2018 4.07 -2.09 -1.18 2.69 -3.87 -0.20 1.35 -2.89 0.56 -5.43 -1.31 -2.31 -10.49%
2019 4.09 2.55 1.28 1.74 -3.68 2.83 0.65 -0.08 1.39 1.02 3.02 -0.24 +15.33%
2020 -0.45 -3.28 -15.57 4.99 2.28 2.62 0.88 1.33 -0.52 -2.92 9.18 1.02 -2.46%
2021 -1.25 2.60 3.55 0.33 2.46 0.45 1.04 1.40 -1.55 2.09 -2.01 2.31 +11.83%
2022 -3.12 -3.22 -1.10 -2.45 0.82 -7.23 3.42 -2.89 -4.89 4.36 4.58 -1.70 -13.31%
2023 5.35 1.25 -0.94 0.10 -0.85 1.81 2.03 -1.30 -3.10 -1.64 5.43 3.55 +11.87%
2024 0.06 0.80 2.73 -0.74 1.45 -1.25 1.41 0.41 0.37 -0.87 1.21 0.63 +6.33%
2025 2.57 2.00 -1.15 0.71 4.37 -1.29 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.71% 7.54% 6.39% 5.96% 6.36%
Sharpe ratio 1.83 1.88 1.26 1.21 0.63
Best month +4.37% +4.37% +4.37% +5.43% +9.18%
Worst month -1.29% -1.29% -1.29% -7.23% -7.23%
Maximum loss -7.53% -7.53% -7.53% -8.88% -20.59%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+7.30%
6 Months  
+7.77%
1 Year  
+10.04%
3 Years  
+30.30%
5 Years  
+34.12%
10 Years     -
Since start  
+22.56%
Year
2024  
+6.33%
2023  
+11.87%
2022
  -13.31%
2021  
+11.83%
2020
  -2.46%
2019  
+15.33%
2018
  -10.49%