Irish Life Diversified Balanced
Managed Balanced (<65% Equity)
Last Updated
May 12, 2026
Status
Open
Fund Size
€ 13.70 Million
Start Date
July 24, 2009
€ 296.20
Offer (May 12, 2026)
-0.03%
€ 258.00
€ 296.20
52 Week Low/High
Fund Graph
3Y
31.80%
Details
Performance Over Time
Overview
Period
Value
Quartile
1 Day
0.03%
Top 25%
1 Week
+1.40%
Top 50%
1 Month
+3.68%
Top 50%
QTD
+6.32%
Top 50%
3 Month
+3.13%
Top 50%
6 Month
+5.30%
Top 50%
9 Month
+10.15%
Top 75%
YTD
+5.52%
Top 50%
1 Year
+14.81%
Top 75%
2 Year
+18.77%
Top 75%
3 Year
+32.00%
Top 75%
4 Year
+29.74%
Top 75%
5 Year
+34.27%
Top 50%
6 Year
+55.57%
Top 75%
7 Year
+54.59%
Top 50%
8 Year
+60.11%
Top 50%
9 Year
+66.40%
Top 50%
10 Year
+87.59%
Top 50%
15 Year
+149.12%
Top 50%
Launch
+196.20%
Top 25%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
Irish Life Diversified Balanced
Managed Balanced (<65% Equity)
€ 13.70 Million