ETFs & Funds Portfolios | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
ETFs | ||||
PT ETF1G – GROWTH | 3,73 | 5,85 | 10,36 | 4,58 |
PT ETF1I – INCOME | 0,73 | 2,76 | 4,34 | 0,13 |
PT ETF1B – BALANCED | 2,00 | 4,94 | 8,62 | 2,42 |
PT ETF1R – REDDITO | 0,57 | 0,22 | 2,37 | -1,85 |
Portafoglio ETFs X4 | 2,60 | 5,60 | 8,32 | 1,61 |
Portfolio ETFs Inflation-Hedge | -1,34 | -0,89 | 0,86 | -7,18 |
Portfolio ETFs Inflation-Hedge (USD) EUR | 2,14 | 3,74 | 3,77 | -3,29 |
PT ETF UK Balanced | -0,69 | 0,06 | 2,46 | 1,35 |
ETFs Strategic High Risk | 2,57 | 0,68 | 5,38 | -2,68 |
FT Multi-Asset Flexible | 0,42 | -0,60 | 1,17 | -2,24 |
Funds | ||||
PT 1AC – Action | -0,57 | -3,16 | 0,24 | -5,56 |
PT 1CO – Conservativo | 0,04 | 0,08 | 0,55 | -3,37 |
PT 1CR – Crescita | -0,21 | -1,44 | 1,00 | -4,02 |
PT 1WM – World Market | 0,04 | -2,61 | 1,62 | -5,47 |
PT 1AR – Abs Return | -0,15 | -0,24 | 1,29 | -3,00 |
PT 1ARHR – Abs Ret High Risk | 0,62 | -0,53 | 2,49 | -2,08 |
PT 1FQ – Fondi Quotati | 0,20 | 0,85 | 4,55 | -0,01 |
BG Vita R4 | -0,05 | 0,89 | 3,18 | -1,44 |
Commentary |
The month of May has been characterized by a generalized good mood on the markets with major US indices stable or on the upside, while EU markets have been slightly negative. Sharp rise for the Nikkei index in Tokyo that has reached a 33-years high. Stock markets moves continue to imply a strict dependence on the next moves of major central banks that will hold monetary policy meeting in mid June. Energy prices have continued to stabilize or fall in May with easing pressures on inflation dynamics. |
Global Market | Perf 1M % | Perf 3M % | Perf YTD % | Perf 1Y % |
Equities | ||||
S&P500 | 0,29 | 5,78 | 8,86 | 1,15 |
Nasdaq Comp | 5,92 | 13,67 | 23,59 | 7,07 |
Euro Stoxx 50 | -3,24 | 0,05 | 11,19 | 11,32 |
Dax | -0,40 | 2,35 | 12,50 | 8,87 |
Ftse 100 | -4,21 | -5,92 | -0,08 | -2,12 |
Ftse Mib | -2,17 | -4,63 | 9,89 | 6,31 |
Nikkei 225 | 6,06 | 12,25 | 18,37 | 13,23 |
Shangai Comp | -4,35 | -3,25 | 3,73 | 0,57 |
Commodities | ||||
Gold | -1,02 | 6,76 | 7,79 | 6,37 |
WTI Crude Oil | -9,54 | -11,24 | -13,94 | -33,19 |
Commodity Index | -5,33 | -8,77 | -11,42 | -24,11 |
Bonds | ||||
US Gov Long Term | -0,28 | 3,44 | 3,74 | -8,18 |
US Gov Short Term | -0,15 | 1,73 | 1,51 | 0,03 |
US Corporate | -0,27 | 2,65 | 2,78 | -1,70 |
EU Gov Long Term | 0,34 | 4,62 | 3,99 | -12,36 |
EU Gov Short Term | 0,24 | 1,51 | 1,13 | -1,82 |
EU Corporate | 0,16 | 2,24 | 2,64 | -2,92 |
Currencies | ||||
EUR-USD | -3,01 | -0,25 | -0,63 | -0,87 |
GBP-USD | -0,85 | 3,03 | 2,52 | -1,85 |
EUR-GBP | -2,17 | -3,18 | -2,99 | 0,98 |
EUR-CHF | -1,02 | -2,97 | -1,71 | -5,43 |
BTC-USD | 2,95 | 23,08 | 75,11 | -26,14 |