Analysis at 6/30/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 2.26% | 2.40% | 19.09% | 26.89% |
Analysis at 6/30/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 12.58% | 15.63% | 16.40% |
Negative volatility | 8.83% | 10.06% | 11.14% |
Sharpe | 0.01 | 0.27 | 0.28 |
Sortino | 0.01 | 0.42 | 0.42 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
BL European Family Businesses AM Dis EUR | 4.80% | 31.09% | -29.81% | 15.70% | -0.83% | 2.26% | |
Equity Europe (Emerging & Developed Markets) | -3.45% | 25.76% | -10.99% | 16.72% | 9.41% | 11.60% |