Compare
Investiper Bilanciato 50 R IT0001179297
NAV
- Periodicity
- Daily
- Currency
- Euro
- Last update
- 2/19/2026
- NAV
- 10.106
- Daily change (%)
- -0.14%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.90% | 6.17% | 24.92% | 21.69% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.00% | 5.58% | 6.48% |
| Negative volatility | 3.89% | 3.68% | 4.54% |
| Sharpe | 0.81 | 0.76 | 0.41 |
| Sortino | 1.04 | 1.15 | 0.59 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Investiper Bilanciato 50 R | 7.89% | -10.57% | 9.35% | 7.35% | 6.93% | 1.90% | |
| Diversified EUR Balanced | 12.67% | -13.89% | 11.80% | 14.08% | 3.66% | 2.30% | |