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Arca Azioni Europa Climate Impact
21.017
-0.27%
Currency: EUR
Date: 25/12/16
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 21.017 | 21.073 | EUR | 25/12/16 | -0.27 |
Terms
| Isin | IT0001033486 |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | N.Ap. |
| Risk Class | 4 |
| Assogestioni Category | Azionari Europa |
| Declared Benchmark | 100% MSCI EUROPE Climate Change Paris Aligned Select |
| Start Date | 95/03/10 |
| Advisor Name | Arca Sgr Spa |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | +0.71 |
| Ytd | +10.04 |
| 1 year | +7.41 |
| 3 years | +31.26 |
| 5 years | +38.16 |
| Yearly | |
|---|---|
| 11/30/2024 | +5.46 |
| 11/30/2023 | +13.56 |
| 11/30/2022 | -17.41 |
| 11/30/2021 | +25.09 |
| 11/30/2020 | -5.65 |
| Rating |
|---|
|
| Score |
|---|
| 19.3073 |
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 | -0.27 |
| 1 week | +0.81 |
| 1 month | +0.71 |
| 3 months | +3.22 |
| 6 months | +0.20 |
| From the beginning of the year | +10.04 |
| 1 year | +7.41 |
| 2 years | +16.71 |
| 3 years | +31.26 |
| 4 years | +11.53 |
| 5 years | +38.16 |
| Yearly | |
|---|---|
| 11/30/2024 | +5.46 |
| 11/30/2023 | +13.56 |
| 11/30/2022 | -17.41 |
| 11/30/2021 | +25.09 |
| 11/30/2020 | -5.65 |
| Rating |
|---|
|
|
| Score |
|---|
| 19.3073 |
Efficiency Indicators
| Sharpe 1 year | 0.7681 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.7348 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.6061 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 1.3562 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.3059 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.0261 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +9.62 |
| 3 years | +10.71 |
| 5 years | +13.99 |
| Negative Volatility | |
|---|---|
| 1 year | +5.53 |
| 3 years | +6.01 |
| 5 years | +8.23 |
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 | 0.7348 |
| Sortino | 1.3059 |
| Bull Market | +5.98 |
| Bear Market | -4.24 |
| 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
5,537
+7.91
3 years 1,244
5,933
+26.08
5 years 845
4,737
+39.29
|
5,537 | +7.91 | 5,933 | +26.08 | 4,737 | +39.29 |
|
Total Volatility
1 year 1,719
11,805
+9.62
3 years 1,244
11,550
+10.71
5 years 845
12,076
+13.99
|
11,805 | +9.62 | 11,550 | +10.71 | 12,076 | +13.99 |
|
Negative Volatility
1 year 1,719
10,467
+5.53
3 years 1,244
11,028
+6.01
5 years 845
11,597
+8.23
|
10,467 | +5.53 | 11,028 | +6.01 | 11,597 | +8.23 |
|
Sharpe Index
1 year 1,719
8,913
+0.77
3 years 1,244
6,507
+0.73
5 years 845
4,723
+0.61
|
8,913 | +0.77 | 6,507 | +0.73 | 4,723 | +0.61 |
|
Sortino Index
1 year 1,719
8,053
+1.36
3 years 1,244
5,978
+1.31
5 years 845
4,395
+1.03
|
8,053 | +1.36 | 5,978 | +1.31 | 4,723 | +1.03 |
By Category
| 1 year 1,719 | 3 years 1,244 | 5 years 845 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,719
413
+7.91
3 years 1,244
388
+26.08
5 years 845
316
+39.29
|
413 | +7.91 | 388 | +26.08 | 316 | +39.29 |
|
Total Volatility
1 year 1,719
197
+9.62
3 years 1,244
269
+10.71
5 years 845
265
+13.99
|
197 | +9.62 | 269 | +10.71 | 265 | +13.99 |
|
Negative Volatility
1 year 1,719
351
+5.53
3 years 1,244
290
+6.01
5 years 845
294
+8.23
|
351 | +5.53 | 290 | +6.01 | 294 | +8.23 |
|
Sharpe Index
1 year 1,719
397
+0.77
3 years 1,244
335
+0.73
5 years 845
329
+0.61
|
397 | +0.77 | 335 | +0.73 | 329 | +0.61 |
|
Sortino Index
1 year 1,719
396
+1.36
3 years 1,244
340
+1.31
5 years 845
324
+1.03
|
396 | +1.36 | 340 | +1.31 | 324 | +1.03 |
Data provided by 