INTERNATIONAL EQUITIES
R-co Valor Balanced: track record over the years
Cumulative performance
36,2%
22,8%
11,6%
11,6%
9.6%
YTD 2024
1 year
3 years
5 years
Since inception¹
R-co Valor Balanced C EUR
Annualised performance
Risk indicators
Since inception¹
Since inception¹
1 year
3 years
5 years
2024
1 year
3 years 5 years
Volatility
5.7%
7.8%
9.7%
9.3%
R-co Valor Balanced C EUR
11.6% 11.6% 3.1% 4.2% 5.1%
Sharpe Ratio 1.41
0.10
0.30
0.46
Public
Inception date : 24/10/2018 Source: Rothschild & Co Asset Management – 31/12/2024
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