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Arca Azioni America Climate Impact P
75.152
+0.43%
Currency: EUR
Date: 26/03/30
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 75.152 | 74.832 | EUR | 26/03/30 | +0.43 |
Terms
| Isin | IT0001033502 |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | P |
| Risk Class | 4 |
| Assogestioni Category | Azionari America |
| Declared Benchmark | 100% MSCI USA ESG Climate Paris Aligned Benchmark PAB S |
| Start Date | 95/03/10 |
| Advisor Name | Arca Sgr Spa |
| Fund Asset Under Management | 690,6000 at 26/03/19 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -4.70 |
| Ytd | -8.62 |
| 1 year | +2.56 |
| 3 years | +34.76 |
| 5 years | +44.83 |
| Yearly | |
|---|---|
| 02/28/2025 | -0.30 |
| 02/29/2024 | +31.88 |
| 02/28/2023 | +16.14 |
| 02/28/2022 | -19.64 |
| 02/28/2021 | +46.64 |
| Rating |
|---|
|
| Score |
|---|
| 62.494 |
Company
Arca Sgr Spa
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
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 | +0.43 |
| 1 week | -2.69 |
| 1 month | -4.70 |
| 3 months | -8.62 |
| 6 months | -6.66 |
| From the beginning of the year | -8.62 |
| 1 year | +2.56 |
| 2 years | +7.60 |
| 3 years | +34.76 |
| 4 years | +17.02 |
| 5 years | +44.83 |
| Yearly | |
|---|---|
| 02/28/2025 | -0.30 |
| 02/29/2024 | +31.88 |
| 02/28/2023 | +16.14 |
| 02/28/2022 | -19.64 |
| 02/28/2021 | +46.64 |
| Rating |
|---|
|
|
| Score |
|---|
| 62.494 |
Efficiency Indicators
| Sharpe 1 year | -0.3528 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.7302 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.6459 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | -0.4251 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.1399 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.0115 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +15.56 |
| 3 years | +12.91 |
| 5 years | +15.86 |
| Negative Volatility | |
|---|---|
| 1 year | +12.76 |
| 3 years | +8.28 |
| 5 years | +10.09 |
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 | 0.7302 |
| Sortino | 1.1399 |
| Bull Market | +8.48 |
| Bear Market | -9.85 |
| 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
18,539
-3.64
3 years 1,281
4,771
+39.56
5 years 866
2,541
+64.43
|
18,539 | -3.64 | 4,771 | +39.56 | 2,541 | +64.43 |
|
Total Volatility
1 year 1,764
19,692
+15.56
3 years 1,281
16,215
+12.91
5 years 866
15,035
+15.86
|
19,692 | +15.56 | 16,215 | +12.91 | 15,035 | +15.86 |
|
Negative Volatility
1 year 1,764
20,656
+12.76
3 years 1,281
16,112
+8.28
5 years 866
14,417
+10.09
|
20,656 | +12.76 | 16,112 | +8.28 | 14,417 | +10.09 |
|
Sharpe Index
1 year 1,764
16,835
-0.35
3 years 1,281
5,637
+0.73
5 years 866
3,101
+0.65
|
16,835 | -0.35 | 5,637 | +0.73 | 3,101 | +0.65 |
|
Sortino Index
1 year 1,764
16,936
-0.43
3 years 1,281
6,404
+1.14
5 years 866
3,163
+1.01
|
16,936 | -0.43 | 6,404 | +1.14 | 3,101 | +1.01 |
By Category
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
577
-3.64
3 years 1,281
348
+39.56
5 years 866
218
+64.43
|
577 | -3.64 | 348 | +39.56 | 218 | +64.43 |
|
Total Volatility
1 year 1,764
370
+15.56
3 years 1,281
255
+12.91
5 years 866
392
+15.86
|
370 | +15.56 | 255 | +12.91 | 392 | +15.86 |
|
Negative Volatility
1 year 1,764
379
+12.76
3 years 1,281
273
+8.28
5 years 866
369
+10.09
|
379 | +12.76 | 273 | +8.28 | 369 | +10.09 |
|
Sharpe Index
1 year 1,764
482
-0.35
3 years 1,281
265
+0.73
5 years 866
256
+0.65
|
482 | -0.35 | 265 | +0.73 | 256 | +0.65 |
|
Sortino Index
1 year 1,764
477
-0.43
3 years 1,281
281
+1.14
5 years 866
255
+1.01
|
477 | -0.43 | 281 | +1.14 | 255 | +1.01 |
Data provided by 