2007201020132016201920222025
Prime posizioni
| # | Nome | Peso |
|---|---|---|
| 1 | XOM | 0.09% |
| 2 | CVX | 0.08% |
| 3 | VZ | 0.07% |
| 4 | PFE | 0.06% |
| 5 | MRK | 0.05% |
| 6 | MO | 0.05% |
| 7 | PEP | 0.05% |
| 8 | UPS | 0.03% |
| 9 | BMY | 0.03% |
| 10 | CVS | 0.03% |
Ripartizione geografica
Ripartizione settoriale
26.6%
17.5%
15.3%
14.2%
9.9%
6.4%
4.3%
3.9%
1.4%
0.3%
Performance e rischio
YTD
+14.3%
1 mese
+4.3%
3 mesi
+2.4%
6 mesi
+15.2%
1 anno
+21.5%
3 anni
+48.5%
5 anni
+47.8%
Dall'inizio
+150.2%
Rendimenti mensili (%)
| Anno | Gen | Feb | Mar | Apr | Mag | Giu | Lug | Ago | Set | Ott | Nov | Dic | Anno |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.9 | 7.0 | -1.6 | 0.1 | -0.8 | 2.3 | +14.3% | ||||||
| 2025 | 2.4 | 5.7 | -10.1 | 5.2 | 0.8 | 3.3 | -2.9 | 6.2 | -1.5 | -2.6 | 3.5 | 1.1 | +10.4% |
| 2024 | 1.2 | 0.6 | 5.3 | -2.1 | 2.6 | -1.9 | 5.7 | 3.8 | 0.4 | 0.2 | 5.0 | -7.8 | +13.0% |
| 2023 | 3.6 | -2.5 | -3.9 | 1.0 | -5.2 | 0.1 | 3.1 | 0.0 | -4.6 | 0.1 | 4.4 | 2.7 | -1.9% |
| 2022 | 2.2 | 1.8 | 2.1 | -3.2 | 5.5 | -7.7 | 2.9 | -2.6 | -10.0 | 12.0 | 5.7 | -3.8 | +2.8% |
| 2021 | -1.3 | 4.6 | 7.6 | 3.3 | 1.9 | -3.6 | 0.3 | 1.9 | -2.8 | 1.8 | -0.5 | 5.8 | +20.2% |
| 2020 | -4.8 | -10.2 | -22.2 | 11.9 | 5.3 | -0.1 | 4.3 | 2.5 | -3.4 | -1.1 | 16.2 | -1.9 | -8.8% |
| 2019 | 3.5 | 4.0 | 1.1 | 0.8 | -4.7 | 5.8 | -0.6 | -2.2 | 2.6 | 4.3 | 1.1 | 0.7 | +17.1% |
| 2018 | -1.1 | -3.4 | -1.8 | -0.7 | 2.0 | -0.1 | 3.6 | -0.6 | 1.3 | -2.5 | 3.5 | -7.9 | -7.9% |
| 2017 | 1.1 | 4.5 | -1.7 | -1.1 | 1.4 | -2.6 | 1.6 | -0.6 | 2.2 | -0.4 | 3.5 | 0.6 | +8.4% |
| 2016 | 1.0 | 4.5 | 2.9 | -0.2 | 1.5 | 3.1 | 2.9 | -0.3 | -1.2 | -4.3 | 3.6 | 2.6 | +17.1% |
| 2015 | -1.7 | 2.6 | -3.3 | 2.9 | -0.5 | -4.0 | 1.3 | -6.9 | 3.1 | 7.0 | -0.2 | -0.7 | -1.2% |
| 2014 | -1.2 | 3.1 | 2.2 | 2.1 | 1.5 | 1.9 | -1.9 | 2.5 | -2.5 | 3.3 | 0.5 | -1.2 | +10.7% |
| 2013 | 2.4 | 1.9 | 4.2 | 3.6 | -2.8 | -0.8 | 4.9 | -4.5 | 0.4 | 4.8 | 0.1 | -0.5 | +14.2% |
| 2012 | -1.1 | 1.4 | 0.6 | 0.8 | -1.4 | 6.1 | 2.1 | -1.4 | 1.9 | -0.5 | -1.8 | 1.1 | +7.9% |
| 2011 | 0.9 | 1.9 | 2.0 | 2.9 | -2.6 | 1.7 | -4.1 | -1.7 | 0.4 | 4.4 | 0.8 | 3.7 | +10.3% |
| 2010 | -3.4 | 0.5 | 5.3 | -0.8 | -7.9 | 0.2 | 7.8 | 3.0 | 2.9 | 1.0 | 0.5 | 2.9 | +11.7% |
| 2009 | -22.4 | -15.3 | 16.9 | 6.6 | 8.9 | 0.3 | 8.6 | 0.1 | -0.5 | 0.8 | 9.1 | 0.6 | +6.9% |
| 2008 | 7.9 | -11.4 | -0.9 | 3.1 | -7.3 | -18.0 | 9.9 | 1.3 | -0.2 | -11.3 | -7.7 | 1.8 | -31.2% |
| 2007 | 1.8 | -3.7 | 2.3 | 4.3 | 0.9 | -4.4 | -7.2 | 5.0 | -0.3 | -6.5 | -0.2 | -9.7 | -17.5% |
| 2006 | 3.2 | -0.0 | -0.8 | 5.1 | 1.8 | 0.8 | 1.4 | 1.3 | 2.5 | +16.1% |
Rendimenti di prezzo in valuta del fondo, da chiusure settimanali (≈ fine mese). Indicativi.