Investiper Italia PIR50 PIR - PIC/ IT0005282071 /
| NAV2024-10-31 | Chg.-0.0310 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 5.6070EUR | -0.55% | 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 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.33% | 4.86% | 4.57% | 6.70% | 7.55% |
| Sharpe ratio | 0.52 | -0.01 | 2.38 | -0.41 | -0.07 |
| Best month | +3.55% | +1.45% | +5.43% | +5.43% | +9.18% |
| Worst month | -1.25% | -1.25% | -1.64% | -7.23% | -15.57% |
| Maximum loss | -4.04% | -4.04% | -4.04% | -20.59% | -25.82% |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +4.39% | ||
|---|---|---|---|
| 6 Months | +1.50% | ||
| 1 Year | +13.96% | ||
| 3 Years | +1.05% | ||
| 5 Years | +13.50% | ||
| 10 Years | - | ||
| Since start | +12.14% | ||
| Year | |||
| 2023 | +11.87% | ||
| 2022 | -13.31% | ||
| 2021 | +11.83% | ||
| 2020 | -2.46% | ||
| 2019 | +15.33% | ||
| 2018 | -10.49% | ||
