Compare
Investiper Etico Bilanciato R IT0001484754
NAV
- Periodicity
- Daily
- Currency
- Euro
- Last update
- 2/19/2026
- NAV
- 6.612
- Daily change (%)
- -0.03%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.79% | 1.29% | 17.44% | 12.72% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.72% | 5.94% | 7.81% |
| Negative volatility | 5.30% | 3.91% | 5.54% |
| Sharpe | Neg | 0.41 | 0.14 |
| Sortino | Neg | 0.63 | 0.20 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Investiper Etico Bilanciato R | 11.12% | -15.33% | 8.91% | 8.47% | 2.40% | 0.79% | |
| Diversified EUR Balanced | 12.67% | -13.89% | 11.80% | 14.08% | 3.66% | 2.30% | |