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Arca Azioni America Climate Impact P
89.122
+0.40%
Currency: EUR
Date: 26/05/21
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 89.122 | 88.764 | EUR | 26/05/21 | +0.40 |
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 | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | +7.52 |
| Ytd | +8.37 |
| 1 year | +19.39 |
| 3 years | +55.28 |
| 5 years | +68.21 |
| Yearly | |
|---|---|
| 04/30/2025 | -0.30 |
| 04/30/2024 | +31.88 |
| 04/30/2023 | +16.14 |
| 04/30/2022 | -19.64 |
| 04/30/2021 | +46.64 |
| Rating |
|---|
|
| Score |
|---|
| 68.0841 |
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 | +0.40 |
| 1 week | +0.62 |
| 1 month | +7.52 |
| 3 months | +12.72 |
| 6 months | +10.19 |
| From the beginning of the year | +8.37 |
| 1 year | +19.39 |
| 2 years | +27.40 |
| 3 years | +55.28 |
| 4 years | +57.57 |
| 5 years | +68.21 |
| Yearly | |
|---|---|
| 04/30/2025 | -0.30 |
| 04/30/2024 | +31.88 |
| 04/30/2023 | +16.14 |
| 04/30/2022 | -19.64 |
| 04/30/2021 | +46.64 |
| Rating |
|---|
|
|
| Score |
|---|
| 68.0841 |
Efficiency Indicators
| Sharpe 1 year | 1.2775 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.8533 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.5336 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 3.8171 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.4471 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.8484 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +13.64 |
| 3 years | +13.94 |
| 5 years | +16.03 |
| Negative Volatility | |
|---|---|
| 1 year | +4.57 |
| 3 years | +8.22 |
| 5 years | +10.08 |
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 - 26/04/30
Relative
| Sharpe | 0.8533 |
| Sortino | 1.4471 |
| 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 1,765 | 3 years 1,284 | 5 years 871 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,765
5,537
+20.27
3 years 1,284
3,232
+51.62
5 years 871
2,215
+57.87
|
5,537 | +20.27 | 3,232 | +51.62 | 2,215 | +57.87 |
|
Total Volatility
1 year 1,765
16,675
+13.64
3 years 1,284
15,408
+13.94
5 years 871
14,475
+16.03
|
16,675 | +13.64 | 15,408 | +13.94 | 14,475 | +16.03 |
|
Negative Volatility
1 year 1,765
10,919
+4.57
3 years 1,284
14,298
+8.22
5 years 871
13,687
+10.08
|
10,919 | +4.57 | 14,298 | +8.22 | 13,687 | +10.08 |
|
Sharpe Index
1 year 1,765
7,230
+1.28
3 years 1,284
4,466
+0.85
5 years 871
3,108
+0.53
|
7,230 | +1.28 | 4,466 | +0.85 | 3,108 | +0.53 |
|
Sortino Index
1 year 1,765
2,909
+3.82
3 years 1,284
4,379
+1.45
5 years 871
3,054
+0.85
|
2,909 | +3.82 | 4,379 | +1.45 | 3,108 | +0.85 |
By Category
| 1 year 1,765 | 3 years 1,284 | 5 years 871 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,765
433
+20.27
3 years 1,284
280
+51.62
5 years 871
200
+57.87
|
433 | +20.27 | 280 | +51.62 | 200 | +57.87 |
|
Total Volatility
1 year 1,765
412
+13.64
3 years 1,284
318
+13.94
5 years 871
377
+16.03
|
412 | +13.64 | 318 | +13.94 | 377 | +16.03 |
|
Negative Volatility
1 year 1,765
236
+4.57
3 years 1,284
189
+8.22
5 years 871
347
+10.08
|
236 | +4.57 | 189 | +8.22 | 347 | +10.08 |
|
Sharpe Index
1 year 1,765
454
+1.28
3 years 1,284
222
+0.85
5 years 871
232
+0.53
|
454 | +1.28 | 222 | +0.85 | 232 | +0.53 |
|
Sortino Index
1 year 1,765
295
+3.82
3 years 1,284
217
+1.45
5 years 871
225
+0.85
|
295 | +3.82 | 217 | +1.45 | 225 | +0.85 |
Data provided by 