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            Trend

            Last Previous Currency Date Chng
            13.767 13.598 EUR 26/06/11 +1.24

            Terms

            Isin IT0004255219
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class R
            Risk Class 4
            Assogestioni Category Azionari Area Euro
            Declared Benchmark 100% Euro Stoxx 50 TR
            Start Date 07/09/10
            Advisor Name 8a+ Investimenti SGR
            Fund Asset Under Management 13,2960  at 26/05/29

            Performance

            Cumulatives
            1 month +5.54
            Ytd +21.30
            1 year +34.38
            3 years +76.12
            5 years +68.92
            Yearly
            05/31/2025 +23.05
            05/31/2024 +7.06
            05/31/2023 +27.51
            05/31/2022 -16.24
            05/31/2021 +16.91
            Rating
            Score
            80.2648

            Company

            8a+ Investimenti Sgr
            Piazza Monte Grappa n. 4 21100 - Varese
            Tel. +39 0332251411

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Subscription

            One Solution
            Initial 5000,0000 EUR
            Integrative 1000,0000 EUR
            Accumulation Plan
            Duration Non prevista
            Minimum Payment Unit Non previsto
            Initial Payment 5000,0000

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +1.24
            1 week +1.83
            1 month +5.54
            3 months +17.60
            6 months +23.58
            From the beginning of the year +21.30
            1 year +34.38
            2 years +47.84
            3 years +76.12
            4 years +101.21
            5 years +68.92
            Yearly
            05/31/2025 +23.05
            05/31/2024 +7.06
            05/31/2023 +27.51
            05/31/2022 -16.24
            05/31/2021 +16.91


            Rating
            Rating Rating Rating Rating Rating
            Score
            80.2648

            Efficiency Indicators

            Sharpe 1 year 2.0701
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.1421
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6192
            Benchmark 5 years N.Av.
            Sortino 1 year 4.1379
            Benchmark 1 year N.Av.
            Sortino 3 years 2.3245
            Benchmark 3 years N.Av.
            Sortino 5 years 1.0223
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +13.26
            3 years +12.43
            5 years +15.96
            Negative Volatility
            1 year +6.64
            3 years +6.12
            5 years +9.62

            Benchmark

            Standard Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Updated Monthly - 26/05/29

            Relative

            Sharpe 1.1421
            Sortino 2.3245
            Bull Market +8.73
            Bear Market -5.90
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,783 3 years 1,283 5 years 877
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,783
            2,655
              
            +31.80
            3 years 1,283
            1,439
              
            +76.38
            5 years 877
            1,803
              
            +67.87
            Performance             		2,655 +31.80 1,439 +76.38 1,803 +67.87
            Total Volatility
            1 year 1,783
            16,063
              
            +13.26
            3 years 1,283
            13,141
              
            +12.43
            5 years 877
            14,213
              
            +15.96
            Total Volatility             		16,063 +13.26 13,141 +12.43 14,213 +15.96
            Negative Volatility
            1 year 1,783
            14,067
              
            +6.64
            3 years 1,283
            10,331
              
            +6.12
            5 years 877
            12,626
              
            +9.62
            Negative Volatility             		14,067 +6.64 10,331 +6.12 12,626 +9.62
            Sharpe Index
            1 year 1,783
            1,453
              
            +2.07
            3 years 1,283
            1,460
              
            +1.14
            5 years 877
            2,158
              
            +0.62
            Sharpe Index             		1,453 +2.07 1,460 +1.14 2,158 +0.62
            Sortino Index
            1 year 1,783
            2,194
              
            +4.14
            3 years 1,283
            912
              
            +2.32
            5 years 877
            1,946
              
            +1.02
            Sortino Index             		2,194 +4.14 912 +2.32 2,158 +1.02

            By Category

              1 year 1,783 3 years 1,283 5 years 877
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,783
            5
              
            +31.80
            3 years 1,283
            6
              
            +76.38
            5 years 877
            26
              
            +67.87
            Performance             		5 +31.80 6 +76.38 26 +67.87
            Total Volatility
            1 year 1,783
            70
              
            +13.26
            3 years 1,283
            94
              
            +12.43
            5 years 877
            143
              
            +15.96
            Total Volatility             		70 +13.26 94 +12.43 143 +15.96
            Negative Volatility
            1 year 1,783
            6
              
            +6.64
            3 years 1,283
            27
              
            +6.12
            5 years 877
            102
              
            +9.62
            Negative Volatility             		6 +6.64 27 +6.12 102 +9.62
            Sharpe Index
            1 year 1,783
            3
              
            +2.07
            3 years 1,283
            14
              
            +1.14
            5 years 877
            43
              
            +0.62
            Sharpe Index             		3 +2.07 14 +1.14 43 +0.62
            Sortino Index
            1 year 1,783
            3
              
            +4.14
            3 years 1,283
            5
              
            +2.32
            5 years 877
            34
              
            +1.02
            Sortino Index             		3 +4.14 5 +2.32 34 +1.02

            Italian Funds - 8a+ Eiger R: Performance, Terms, Fees, Risk, Rating


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