Analysis at 7/9/2025 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Performance | 6.98% | 13.78% | 38.50% | 92.77% |
Analysis at 7/9/2025 | 1 year | 3 years | 5 years |
---|---|---|---|
Volatility | 8.16% | 11.87% | 14.24% |
Negative volatility | 4.32% | 7.01% | 7.20% |
Sharpe | 0.99 | 0.78 | 0.85 |
Sortino | 1.87 | 1.33 | 1.69 |
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
White Fleet II SGVP Global Value Equity IB Cap EUR | -10.63% | 25.48% | -4.46% | 11.62% | 11.91% | 6.98% | |
Equity World (Developed Markets) - Large & Mid Cap Value | -8.60% | 32.11% | 0.36% | 8.60% | 19.76% | -1.22% |