Analysis at 5/28/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 3.21% | -1.18% | 10.53% | 27.82% |
Analysis at 5/28/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 12.32% | 16.46% | 16.39% |
Negative volatility | 9.56% | 11.48% | 11.11% |
Sharpe | Neg | Neg | 0.31 |
Sortino | Neg | Neg | 0.45 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
BL European Family Businesses AM Dis EUR | 4.80% | 31.09% | -29.81% | 15.70% | -0.83% | 3.21% | |
Equity Europe (Emerging & Developed Markets) | -3.45% | 25.76% | -10.99% | 16.72% | 9.41% | 10.61% |