Investiper Italia PIR25 PIR - PAC/ IT0005252363 /
| NAV17/10/2024 | Var.+0.0110 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 5.6910EUR | +0.19% | reinvestment | Mixed Fund Mixed fund/flexible | BCC Rispa.&Previ. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | -0.22 | -0.74 | 1.13 | 0.36 | 1.33 | 0.81 | -0.95 | -0.55 | - |
| 2018 | 1.03 | -1.53 | 0.10 | 0.75 | -2.54 | 0.00 | 0.85 | -2.23 | 0.47 | -2.96 | -0.57 | -0.87 | -7.34% |
| 2019 | 3.01 | 1.62 | 1.39 | 1.09 | -1.89 | 1.97 | 0.95 | -0.33 | 0.73 | 0.39 | 1.84 | -0.65 | +10.48% |
| 2020 | -0.23 | -2.30 | -9.00 | 3.01 | 1.48 | 1.46 | 0.37 | 0.84 | -0.14 | -1.69 | 4.82 | 0.59 | -1.45% |
| 2021 | -0.74 | 1.50 | 2.61 | 0.44 | 1.83 | -0.04 | 0.82 | 0.86 | -1.02 | 1.23 | -1.64 | 1.24 | +7.23% |
| 2022 | -2.05 | -2.67 | -0.90 | -1.26 | 0.14 | -4.68 | 2.57 | -2.46 | -3.36 | 2.29 | 2.55 | -0.77 | -10.38% |
| 2023 | 3.22 | 0.38 | -0.30 | 0.32 | -0.43 | 0.77 | 1.12 | -0.25 | -1.75 | -0.71 | 3.47 | 2.77 | +8.79% |
| 2024 | 0.71 | 0.07 | 2.12 | -0.24 | 1.24 | -0.31 | 1.56 | 0.29 | 0.46 | 0.62 | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 3.80% | 4.03% | 3.95% | 4.91% | 5.47% |
| Indice di Sharpe | 1.40 | 1.71 | 2.52 | -0.39 | -0.18 |
| Mese migliore | +2.77% | +1.56% | +3.47% | +3.47% | +4.82% |
| Mese peggiore | -0.31% | -0.31% | -0.71% | -4.68% | -9.00% |
| Perdita massima | -2.12% | -2.12% | -2.12% | -15.79% | -15.79% |
| Outperformance | -1.23% | - | -4.68% | -0.28% | - |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| Investiper Italia PIR25 N - PAC | reinvestment | 5.6910 | +13.14% | +3.85% | |
| Investiper Italia PIR25 PIR - PA... | reinvestment | 5.6910 | +13.16% | +3.87% |
Prestazione
| YTD | +6.69% | ||
|---|---|---|---|
| 6 mesi | +4.94% | ||
| 1 anno | +13.16% | ||
| 3 anni | +3.87% | ||
| 5 anni | +11.57% | ||
| 10 anni | - | ||
| Dall'inizio | +13.82% | ||
| Anno | |||
| 2023 | +8.79% | ||
| 2022 | -10.38% | ||
| 2021 | +7.23% | ||
| 2020 | -1.45% | ||
| 2019 | +10.48% | ||
| 2018 | -7.34% | ||
