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            Trend

            Last Previous Currency Date Chng
            12.208 11.833 EUR 26/04/01 +3.17

            Terms

            Isin IT0001033528
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class N.Ap.
            Risk Class 4
            Assogestioni Category Azionari Pacifico
            Declared Benchmark 100% MSCI AC Asia Pacific ESG Leaders Net TR
            Start Date 95/03/10
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -6.84
            Ytd +1.38
            1 year +13.92
            3 years +31.74
            5 years +10.57
            Yearly
            02/28/2025 +7.90
            02/29/2024 +20.13
            02/28/2023 +3.23
            02/28/2022 -16.11
            02/28/2021 +6.28
            Rating
            Score
            36.6666

            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 +3.17
            1 week -0.45
            1 month -6.84
            3 months +1.38
            6 months +2.62
            From the beginning of the year +1.38
            1 year +13.92
            2 years +24.50
            3 years +31.74
            4 years +19.32
            5 years +10.57
            Yearly
            02/28/2025 +7.90
            02/29/2024 +20.13
            02/28/2023 +3.23
            02/28/2022 -16.11
            02/28/2021 +6.28


            Rating
            Rating Rating Rating
            Score
            36.6666

            Efficiency Indicators

            Sharpe 1 year 0.7294
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6362
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.1917
            Benchmark 5 years N.Av.
            Sortino 1 year 1.1225
            Benchmark 1 year N.Av.
            Sortino 3 years 1.0402
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2773
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +12.65
            3 years +10.27
            5 years +12.04
            Negative Volatility
            1 year +8.28
            3 years +6.29
            5 years +8.18

            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 0.6362
            Sortino 1.0402
            Bull Market +4.46
            Bear Market -3.94
            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
            3,949
              
            +16.30
            3 years 1,281
            4,157
              
            +42.79
            5 years 866
            7,138
              
            +23.11
            Performance             		3,949 +16.30 4,157 +42.79 7,138 +23.11
            Total Volatility
            1 year 1,764
            16,967
              
            +12.65
            3 years 1,281
            12,391
              
            +10.27
            5 years 866
            10,536
              
            +12.04
            Total Volatility             		16,967 +12.65 12,391 +10.27 10,536 +12.04
            Negative Volatility
            1 year 1,764
            15,930
              
            +8.28
            3 years 1,281
            12,616
              
            +6.29
            5 years 866
            11,463
              
            +8.18
            Negative Volatility             		15,930 +8.28 12,616 +6.29 11,463 +8.18
            Sharpe Index
            1 year 1,764
            8,720
              
            +0.73
            3 years 1,281
            6,882
              
            +0.64
            5 years 866
            8,915
              
            +0.19
            Sharpe Index             		8,720 +0.73 6,882 +0.64 8,915 +0.19
            Sortino Index
            1 year 1,764
            8,713
              
            +1.12
            3 years 1,281
            7,112
              
            +1.04
            5 years 866
            8,825
              
            +0.28
            Sortino Index             		8,713 +1.12 7,112 +1.04 8,915 +0.28

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            320
              
            +16.30
            3 years 1,281
            197
              
            +42.79
            5 years 866
            197
              
            +23.11
            Performance             		320 +16.30 197 +42.79 197 +23.11
            Total Volatility
            1 year 1,764
            192
              
            +12.65
            3 years 1,281
            81
              
            +10.27
            5 years 866
            113
              
            +12.04
            Total Volatility             		192 +12.65 81 +10.27 113 +12.04
            Negative Volatility
            1 year 1,764
            269
              
            +8.28
            3 years 1,281
            124
              
            +6.29
            5 years 866
            147
              
            +8.18
            Negative Volatility             		269 +8.28 124 +6.29 147 +8.18
            Sharpe Index
            1 year 1,764
            304
              
            +0.73
            3 years 1,281
            123
              
            +0.64
            5 years 866
            193
              
            +0.19
            Sharpe Index             		304 +0.73 123 +0.64 193 +0.19
            Sortino Index
            1 year 1,764
            315
              
            +1.12
            3 years 1,281
            141
              
            +1.04
            5 years 866
            195
              
            +0.28
            Sortino Index             		315 +1.12 141 +1.04 195 +0.28

            Italian Funds - Arca Azioni Far East Esg Leaders: Performance, Terms, Fees, Risk, Rating


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