Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNPLF (UnipolSai Assicurazioni S.p.A) | NA | 3.47% | 14.19% | 11.47% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNPLF (UnipolSai Assicurazioni S.p.A) | 05/04/2016 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.47 | 14.19 | 11.47 | NA | NA | NA | … | … | 3.47 | 9.21 | 31.78 | 8.02 | 6.98 | -8.64 | 30.23 | -2.22 | 0.00 |
| Sharpe Ratio | NA | -0.06 | 0.44 | 0.46 | NA | NA | NA | … | … | 0.38 | 0.12 | 1.39 | 1.03 | 0.81 | -0.63 | 1.32 | -1.27 | 0.00 |
| Standard Deviation(%) | NA | 6.22 | 26.71 | 21.31 | NA | NA | NA | … | … | 8.81 | 40.38 | 21.95 | 7.79 | 8.27 | 15.83 | 21.87 | 2.25 | NA |
| Draw Down(%) | NA | 2.32 | 23.47 | 23.47 | NA | NA | NA | … | … | 2.32 | 23.47 | 0.00 | 0.00 | 3.27 | 13.87 | 0.00 | 2.22 | 0.00 |
| Yield(%) | 0.00 | 5.46 | 7.24 | 7.33 | 5.13 | 3.42 | 2.57 | … | … | 5.46 | 5.48 | 8.02 | 8.02 | 6.78 | 5.33 | 6.59 | 0.00 | 0.00 |
Data as of 07/02/2024, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPLF (UnipolSai Assicurazioni S.p.A) |
0.97%
Apr 2018 – Apr 2021 |
6.10%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPLF (UnipolSai Assicurazioni S.p.A) |
16.51%
Mar 2020 – Mar 2023 |
13.38%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart