| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.76% | 6.28% | 24.21% | 21.28% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.06% | 4.54% | 6.21% |
| Negative volatility | 3.23% | 2.48% | 4.25% |
| Sharpe | 0.82 | 0.94 | 0.37 |
| Sortino | 1.29 | 1.73 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Planetarium Flex Target Wealth B Cap EUR | 9.98% | -13.16% | 8.46% | 7.15% | 7.01% | 2.76% | |
| Diversified Balanced | 14.10% | -10.81% | 9.72% | 15.63% | 1.28% | 2.15% | |