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Arca Azioni America Climate Impact P
80.868
-0.60%
Currency: EUR
Date: 25/12/15
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 80.868 | 81.359 | EUR | 25/12/15 | -0.60 |
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 | -0.74 |
| Ytd | -1.96 |
| 1 year | -3.47 |
| 3 years | +45.56 |
| 5 years | +76.37 |
| Yearly | |
|---|---|
| 11/30/2024 | +31.88 |
| 11/30/2023 | +16.14 |
| 11/30/2022 | -19.64 |
| 11/30/2021 | +46.64 |
| 11/30/2020 | +1.35 |
| Rating |
|---|
|
| Score |
|---|
| 59.6997 |
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 | -0.60 |
| 1 week | -2.30 |
| 1 month | -0.74 |
| 3 months | +1.64 |
| 6 months | +8.48 |
| From the beginning of the year | -1.96 |
| 1 year | -3.47 |
| 2 years | +28.98 |
| 3 years | +45.56 |
| 4 years | +21.92 |
| 5 years | +76.37 |
| Yearly | |
|---|---|
| 11/30/2024 | +31.88 |
| 11/30/2023 | +16.14 |
| 11/30/2022 | -19.64 |
| 11/30/2021 | +46.64 |
| 11/30/2020 | +1.35 |
| Rating |
|---|
|
|
| Score |
|---|
| 59.6997 |
Efficiency Indicators
| Sharpe 1 year | 0.5118 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.6702 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.8323 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 0.7501 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.9598 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.3431 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +17.39 |
| 3 years | +14.47 |
| 5 years | +16.04 |
| Negative Volatility | |
|---|---|
| 1 year | +12.01 |
| 3 years | +10.09 |
| 5 years | +9.91 |
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 | 0.6702 |
| Sortino | 0.9598 |
| 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 1,719 | 3 years 1,244 | 5 years 845 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,719
15,265
+0.65
3 years 1,244
3,291
+37.74
5 years 845
1,383
+80.85
|
15,265 | +0.65 | 3,291 | +37.74 | 1,383 | +80.85 |
|
Total Volatility
1 year 1,719
19,650
+17.39
3 years 1,244
16,464
+14.47
5 years 845
14,326
+16.04
|
19,650 | +17.39 | 16,464 | +14.47 | 14,326 | +16.04 |
|
Negative Volatility
1 year 1,719
19,810
+12.01
3 years 1,244
17,379
+10.09
5 years 845
14,137
+9.91
|
19,810 | +12.01 | 17,379 | +10.09 | 14,137 | +9.91 |
|
Sharpe Index
1 year 1,719
12,050
+0.51
3 years 1,244
7,538
+0.67
5 years 845
2,217
+0.83
|
12,050 | +0.51 | 7,538 | +0.67 | 2,217 | +0.83 |
|
Sortino Index
1 year 1,719
12,228
+0.75
3 years 1,244
8,744
+0.96
5 years 845
2,651
+1.34
|
12,228 | +0.75 | 8,744 | +0.96 | 2,217 | +1.34 |
By Category
| 1 year 1,719 | 3 years 1,244 | 5 years 845 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,719
320
+0.65
3 years 1,244
311
+37.74
5 years 845
168
+80.85
|
320 | +0.65 | 311 | +37.74 | 168 | +80.85 |
|
Total Volatility
1 year 1,719
231
+17.39
3 years 1,244
359
+14.47
5 years 845
335
+16.04
|
231 | +17.39 | 359 | +14.47 | 335 | +16.04 |
|
Negative Volatility
1 year 1,719
234
+12.01
3 years 1,244
425
+10.09
5 years 845
353
+9.91
|
234 | +12.01 | 425 | +10.09 | 353 | +9.91 |
|
Sharpe Index
1 year 1,719
287
+0.51
3 years 1,244
292
+0.67
5 years 845
196
+0.83
|
287 | +0.51 | 292 | +0.67 | 196 | +0.83 |
|
Sortino Index
1 year 1,719
291
+0.75
3 years 1,244
316
+0.96
5 years 845
221
+1.34
|
291 | +0.75 | 316 | +0.96 | 221 | +1.34 |
Data provided by 