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            Trend

            Last Previous Currency Date Chng
            11.157 11.199 EUR 25/12/16 -0.38

            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 12,0779  at 25/11/28

            Performance

            Cumulatives
            1 month +0.52
            Ytd +20.96
            1 year +19.62
            3 years +66.32
            5 years +63.52
            Yearly
            11/30/2024 +7.06
            11/30/2023 +27.51
            11/30/2022 -16.24
            11/30/2021 +16.91
            11/30/2020 -8.28
            Rating
            Score
            54.5984

            Company

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

            Costs

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

            Performance

            Cumulatives
            1 day -0.37
            1 week +0.20
            1 month +0.52
            3 months +6.13
            6 months +9.66
            From the beginning of the year +20.96
            1 year +19.62
            2 years +30.00
            3 years +66.32
            4 years +41.73
            5 years +63.52
            Yearly
            11/30/2024 +7.06
            11/30/2023 +27.51
            11/30/2022 -16.24
            11/30/2021 +16.91
            11/30/2020 -8.28


            Rating
            Rating Rating Rating Rating
            Score
            54.5984

            Efficiency Indicators

            Sharpe 1 year 2.4175
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.2042
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7421
            Benchmark 5 years N.Av.
            Sortino 1 year 7.7779
            Benchmark 1 year N.Av.
            Sortino 3 years 2.8858
            Benchmark 3 years N.Av.
            Sortino 5 years 1.396
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.60
            3 years +13.04
            5 years +17.29
            Negative Volatility
            1 year +2.38
            3 years +5.44
            5 years +9.16

            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 - 25/11/28

            Relative

            Sharpe 1.2042
            Sortino 2.8858
            Bull Market +12.93
            Bear Market -2.58
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            1,072
              
            +22.28
            3 years 1,244
            1,023
              
            +59.93
            5 years 845
            2,650
              
            +61.61
            Performance             		1,072 +22.28 1,023 +59.93 2,650 +61.61
            Total Volatility
            1 year 1,719
            8,585
              
            +7.60
            3 years 1,244
            14,800
              
            +13.04
            5 years 845
            15,157
              
            +17.29
            Total Volatility             		8,585 +7.60 14,800 +13.04 15,157 +17.29
            Negative Volatility
            1 year 1,719
            4,879
              
            +2.38
            3 years 1,244
            9,593
              
            +5.44
            5 years 845
            13,227
              
            +9.16
            Negative Volatility             		4,879 +2.38 9,593 +5.44 13,227 +9.16
            Sharpe Index
            1 year 1,719
            365
              
            +2.42
            3 years 1,244
            1,457
              
            +1.20
            5 years 845
            3,139
              
            +0.74
            Sharpe Index             		365 +2.42 1,457 +1.20 3,139 +0.74
            Sortino Index
            1 year 1,719
            458
              
            +7.78
            3 years 1,244
            941
              
            +2.89
            5 years 845
            2,393
              
            +1.40
            Sortino Index             		458 +7.78 941 +2.89 3,139 +1.40

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            38
              
            +22.28
            3 years 1,244
            15
              
            +59.93
            5 years 845
            69
              
            +61.61
            Performance             		38 +22.28 15 +59.93 69 +61.61
            Total Volatility
            1 year 1,719
            6
              
            +7.60
            3 years 1,244
            145
              
            +13.04
            5 years 845
            147
              
            +17.29
            Total Volatility             		6 +7.60 145 +13.04 147 +17.29
            Negative Volatility
            1 year 1,719
            38
              
            +2.38
            3 years 1,244
            45
              
            +5.44
            5 years 845
            131
              
            +9.16
            Negative Volatility             		38 +2.38 45 +5.44 131 +9.16
            Sharpe Index
            1 year 1,719
            8
              
            +2.42
            3 years 1,244
            45
              
            +1.20
            5 years 845
            92
              
            +0.74
            Sharpe Index             		8 +2.42 45 +1.20 92 +0.74
            Sortino Index
            1 year 1,719
            31
              
            +7.78
            3 years 1,244
            11
              
            +2.89
            5 years 845
            87
              
            +1.40
            Sortino Index             		31 +7.78 11 +2.89 87 +1.40

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


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