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            Trend

            Last Previous Currency Date Chng
            11.885 11.553 EUR 26/04/01 +2.87

            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 12,5536  at 26/02/27

            Performance

            Cumulatives
            1 month -3.19
            Ytd +4.71
            1 year +21.03
            3 years +52.33
            5 years +56.24
            Yearly
            02/28/2025 +23.05
            02/29/2024 +7.06
            02/28/2023 +27.51
            02/28/2022 -16.24
            02/28/2021 +16.91
            Rating
            Score
            60.2297

            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 +2.87
            1 week +2.36
            1 month -3.19
            3 months +4.71
            6 months +9.99
            From the beginning of the year +4.71
            1 year +21.03
            2 years +28.79
            3 years +52.33
            4 years +65.58
            5 years +56.24
            Yearly
            02/28/2025 +23.05
            02/29/2024 +7.06
            02/28/2023 +27.51
            02/28/2022 -16.24
            02/28/2021 +16.91


            Rating
            Rating Rating Rating Rating
            Score
            60.2297

            Efficiency Indicators

            Sharpe 1 year 2.4872
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.1656
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6887
            Benchmark 5 years N.Av.
            Sortino 1 year 7.7831
            Benchmark 1 year N.Av.
            Sortino 3 years 2.3282
            Benchmark 3 years N.Av.
            Sortino 5 years 1.1408
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.77
            3 years +10.52
            5 years +15.33
            Negative Volatility
            1 year +2.49
            3 years +5.27
            5 years +9.22

            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 - 26/02/27

            Relative

            Sharpe 1.1656
            Sortino 2.3282
            Bull Market +8.73
            Bear Market -1.73
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            2,325
              
            +24.54
            3 years 1,281
            2,153
              
            +56.67
            5 years 866
            1,941
              
            +72.45
            Performance             		2,325 +24.54 2,153 +56.67 1,941 +72.45
            Total Volatility
            1 year 1,764
            10,414
              
            +7.77
            3 years 1,281
            12,798
              
            +10.52
            5 years 866
            14,579
              
            +15.33
            Total Volatility             		10,414 +7.77 12,798 +10.52 14,579 +15.33
            Negative Volatility
            1 year 1,764
            6,058
              
            +2.49
            3 years 1,281
            10,071
              
            +5.27
            5 years 866
            13,343
              
            +9.22
            Negative Volatility             		6,058 +2.49 10,071 +5.27 13,343 +9.22
            Sharpe Index
            1 year 1,764
            885
              
            +2.49
            3 years 1,281
            1,551
              
            +1.17
            5 years 866
            2,686
              
            +0.69
            Sharpe Index             		885 +2.49 1,551 +1.17 2,686 +0.69
            Sortino Index
            1 year 1,764
            934
              
            +7.78
            3 years 1,281
            1,379
              
            +2.33
            5 years 866
            2,512
              
            +1.14
            Sortino Index             		934 +7.78 1,379 +2.33 2,686 +1.14

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            18
              
            +24.54
            3 years 1,281
            37
              
            +56.67
            5 years 866
            62
              
            +72.45
            Performance             		18 +24.54 37 +56.67 62 +72.45
            Total Volatility
            1 year 1,764
            67
              
            +7.77
            3 years 1,281
            117
              
            +10.52
            5 years 866
            151
              
            +15.33
            Total Volatility             		67 +7.77 117 +10.52 151 +15.33
            Negative Volatility
            1 year 1,764
            43
              
            +2.49
            3 years 1,281
            59
              
            +5.27
            5 years 866
            134
              
            +9.22
            Negative Volatility             		43 +2.49 59 +5.27 134 +9.22
            Sharpe Index
            1 year 1,764
            26
              
            +2.49
            3 years 1,281
            49
              
            +1.17
            5 years 866
            89
              
            +0.69
            Sharpe Index             		26 +2.49 49 +1.17 89 +0.69
            Sortino Index
            1 year 1,764
            33
              
            +7.78
            3 years 1,281
            32
              
            +2.33
            5 years 866
            85
              
            +1.14
            Sortino Index             		33 +7.78 32 +2.33 85 +1.14

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


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