| ETFs & Funds Portfolios | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
| ETFs | ||||
| PT ETF1G – GROWTH | 1,74 | -3,57 | -3,57 | 8,19 |
| PT ETF1I – INCOME | -0,57 | -2,62 | -2,62 | 1,91 |
| PT ETF1B – BALANCED | 0,93 | -3,05 | -3,05 | 5,03 |
| PT ETF1R – REDDITO | -0,39 | -4,71 | -4,71 | -2,67 |
| Portafoglio ETFs X4 | 0,46 | -2,58 | -2,58 | 4,19 |
| Portfolio ETFs Inflation-Hedge | 2,36 | 3,48 | 3,48 | 12,29 |
| Portfolio ETFs Inflation-Hedge (USD) EUR | 0,95 | 4,50 | 4,50 | 13,97 |
| PT ETF UK Balanced | 1,55 | -2,44 | -2,44 | 5,52 |
| ETFs Strategic High Risk | 4,16 | 1,01 | 1,01 | 14,62 |
| Funds | ||||
| PT 1AC – Action | 0,54 | -5,69 | -5,69 | -4,04 |
| PT 1CO – Conservativo | -0,94 | -3,98 | -3,98 | -2,82 |
| PT 1CR – Crescita | -0,13 | -4,61 | -4,61 | -2,81 |
| PT 1WM – World Market | 0,24 | -6,33 | -6,33 | -1,70 |
| PT 1AR – Abs Return | -0,56 | -3,13 | -3,13 | -2,25 |
| PT 1ARHR – Abs Ret High Risk | 1,34 | -4,38 | -4,38 | -1,57 |
| PT 1FQ – Fondi Quotati | 1,34 | -5,36 | -5,36 | 3,01 |
| BG Vita R4 | 0,18 | -10,13 | -10,13 | -6,33 |
| ESG Sustainable Growth | 1,28 | -8,11 | -8,11 | -1,94 |
| Commentary |
| The S&P 500 and the NASDAQ followed the same trend with an overall positive 12-month performance mainly thanks to a low US unemployment rate. However, the current war in Ukraine is lowering the short-term performance of the two indices and disclosing negative performance for the last 3 months. Investors are getting used to the situation and companies found alternatives to manage the current climate of war. Also, the Nikkei 225 encounters weak performance due to a rebound in oil prices amid concerns over potential new sanctions against Russia. Surging commodity prices and a weak Yen threatened to derail Japan’s economic recovery from Covid-19. Nevertheless, for the last month, it experienced a positive return. Concerning commodities, it has been an outstanding year for gold and oil with skyrocketing performance. Gold is considered as a safe heaven and hence has a negative alpha. As the market was slightly crashing mainly due to the Ukrainian war, investors invested in safe commodities such as gold. Regarding the bond market, it follows the current war environment. The prices are declining while the yields are rising. The fixed income market is taking the lead against the equity market which has suffered for roughly a year. Lastly, the US dollar is taking a strong position against the Euro or the Pound while Bitcoin recorded a very poor yearly performance. |
| Global Market | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
| Equities | ||||
| S&P500 | 5,21 | -4,95 | -4,95 | 14,03 |
| Nasdaq Comp | 5,08 | -9,10 | -9,10 | 7,35 |
| Euro Stoxx 50 | 3,63 | -9,21 | -9,21 | -0,43 |
| Dax | 3,67 | -9,25 | -9,25 | -3,96 |
| Ftse 100 | 2,53 | 1,78 | 1,78 | 11,95 |
| Ftse Mib | 2,70 | -8,50 | -8,50 | 1,51 |
| Nikkei 225 | 3,64 | -3,37 | -3,37 | -4,65 |
| Shangai Comp | -6,78 | -10,65 | -10,65 | -5,51 |
| Commodities | ||||
| Gold | 0,37 | 6,59 | 6,59 | 13,13 |
| WTI Crude Oil | 0,06 | 40,76 | 40,76 | 86,81 |
| Commodity Index | 3,81 | 33,13 | 33,13 | 64,55 |
| Bonds | ||||
| US Gov Long Term | -6,40 | -10,58 | -10,58 | -1,42 |
| US Gov Short Term | -1,63 | -2,51 | -2,51 | -3,04 |
| US Corporate | -3,07 | -7,69 | -7,69 | -4,20 |
| EU Gov Long Term | -6,67 | -9,03 | -9,03 | -10,60 |
| EU Gov Short Term | -1,05 | -1,05 | -1,05 | -1,49 |
| EU Corporate | -2,24 | -4,96 | -4,96 | -5,23 |
| Currencies | ||||
| EUR-USD | -0,24 | -2,53 | -2,53 | -5,69 |
| GBP-USD | -1,31 | -2,90 | -2,90 | -4,79 |
| EUR-GBP | 1,08 | 0,25 | 0,25 | -0,94 |
| EUR-CHF | 0,03 | -1,50 | -1,50 | -7,67 |
| BTC-USD | 4,65 | -2,81 | -2,81 | -22,58 |
