Prove di ottimizzazione
The chart shows the growth of an initial investment of $10,000 in MIB, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
As of Sep 23, 2023, the MIB returned 22.99% Year-To-Date and 5.05% of annualized return in the last 10 years.
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|iShares FTSE MIB UCITS ETF EUR (Dist)||0.27%||12.45%||22.99%||55.98%||7.07%||4.99%|
|iShares Gold Trust||0.44%||-2.67%||5.41%||16.93%||9.55%||3.45%|
|Returns over 1 year are annualized|
Asset Correlations Table
MIB granted a 0.04% dividend yield in the last twelve months.
|iShares FTSE MIB UCITS ETF EUR (Dist)||0.04%||0.04%||0.03%||0.02%||0.04%||0.04%||0.03%||0.03%||0.03%||0.03%||0.03%||0.04%|
|iShares Gold Trust||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%||0.00%|
The MIB has a high expense ratio of 0.35%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the MIB. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the MIB is 69.45%, recorded on Jul 24, 2012. The portfolio has not recovered from it yet.
|-69.45%||Jul 30, 2007||1267||Jul 24, 2012||—||—||—|
The current MIB volatility is 5.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.