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            Trend

            Last Previous Currency Date Chng
            40.864 40.915 EUR 26/03/30 -0.12

            Terms

            Isin IT0000382264
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class P
            Risk Class 4
            Assogestioni Category Azionari Internazionali
            Declared Benchmark 100% MSCI AC World Index Net TR (Eur)
            Start Date 87/05/11
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 2,0000  at 26/03/19

            Performance

            Cumulatives
            1 month -6.43
            Ytd -2.95
            1 year +10.68
            3 years +43.40
            5 years +45.16
            Yearly
            02/28/2025 +6.54
            02/29/2024 +24.12
            02/28/2023 +15.39
            02/28/2022 -15.74
            02/28/2021 +28.88
            Rating
            Score
            29.5978

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Subscription

            One Solution
            Initial 100,0000 EUR
            Integrative 100,0000 EUR
            Accumulation Plan
            Duration Libera
            Minimum Payment Unit 100
            Initial Payment 100,0000

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day -0.12
            1 week -1.55
            1 month -6.43
            3 months -2.95
            6 months +0.51
            From the beginning of the year -2.95
            1 year +10.68
            2 years +15.73
            3 years +43.40
            4 years +28.58
            5 years +45.16
            Yearly
            02/28/2025 +6.54
            02/29/2024 +24.12
            02/28/2023 +15.39
            02/28/2022 -15.74
            02/28/2021 +28.88


            Rating
            Rating Rating Rating Rating
            Score
            29.5978

            Efficiency Indicators

            Sharpe 1 year 0.3141
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.9702
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7259
            Benchmark 5 years N.Av.
            Sortino 1 year 0.4246
            Benchmark 1 year N.Av.
            Sortino 3 years 1.5793
            Benchmark 3 years N.Av.
            Sortino 5 years 1.1221
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +13.43
            3 years +10.64
            5 years +12.83
            Negative Volatility
            1 year +10.10
            3 years +6.54
            5 years +8.27

            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 0.9702
            Sortino 1.5793
            Bull Market +6.75
            Bear Market -7.63
            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
            6,547
              
            +9.64
            3 years 1,281
            2,970
              
            +50.45
            5 years 866
            2,462
              
            +65.52
            Performance             		6,547 +9.64 2,970 +50.45 2,462 +65.52
            Total Volatility
            1 year 1,764
            17,756
              
            +13.43
            3 years 1,281
            12,967
              
            +10.64
            5 years 866
            11,417
              
            +12.83
            Total Volatility             		17,756 +13.43 12,967 +10.64 11,417 +12.83
            Negative Volatility
            1 year 1,764
            18,401
              
            +10.10
            3 years 1,281
            13,213
              
            +6.54
            5 years 866
            11,621
              
            +8.27
            Negative Volatility             		18,401 +10.10 13,213 +6.54 11,621 +8.27
            Sharpe Index
            1 year 1,764
            11,898
              
            +0.31
            3 years 1,281
            3,095
              
            +0.97
            5 years 866
            2,375
              
            +0.73
            Sharpe Index             		11,898 +0.31 3,095 +0.97 2,375 +0.73
            Sortino Index
            1 year 1,764
            12,040
              
            +0.42
            3 years 1,281
            3,879
              
            +1.58
            5 years 866
            2,610
              
            +1.12
            Sortino Index             		12,040 +0.42 3,879 +1.58 2,375 +1.12

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            443
              
            +9.64
            3 years 1,281
            254
              
            +50.45
            5 years 866
            263
              
            +65.52
            Performance             		443 +9.64 254 +50.45 263 +65.52
            Total Volatility
            1 year 1,764
            810
              
            +13.43
            3 years 1,281
            540
              
            +10.64
            5 years 866
            506
              
            +12.83
            Total Volatility             		810 +13.43 540 +10.64 506 +12.83
            Negative Volatility
            1 year 1,764
            748
              
            +10.10
            3 years 1,281
            480
              
            +6.54
            5 years 866
            515
              
            +8.27
            Negative Volatility             		748 +10.10 480 +6.54 515 +8.27
            Sharpe Index
            1 year 1,764
            464
              
            +0.31
            3 years 1,281
            293
              
            +0.97
            5 years 866
            323
              
            +0.73
            Sharpe Index             		464 +0.31 293 +0.97 323 +0.73
            Sortino Index
            1 year 1,764
            468
              
            +0.42
            3 years 1,281
            327
              
            +1.58
            5 years 866
            337
              
            +1.12
            Sortino Index             		468 +0.42 327 +1.58 337 +1.12

            Italian Funds - Arca Azioni Internazionali P: Performance, Terms, Fees, Risk, Rating


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