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            Trend

            Last Previous Currency Date Chng
            12.281 12.255 EUR 24/04/29 +0.21

            Terms

            Isin IT0001248324
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class N.Ap.
            Risk Class 2
            Assogestioni Category Obb. Misti
            Declared Benchmark 60% ICE BofAML Pan European Large Cap; 30% ICE BofAML Euro High Yield Index TR Index; 10% MSCI Europe Net TR (EUR)
            Start Date 95/04/14
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -0.51
            Ytd +0.82
            1 year +6.36
            3 years -4.34
            5 years +1.25
            Yearly
            03/31/2023 +8.85
            03/31/2022 -13.45
            03/31/2021 +2.04
            03/31/2020 +1.49
            03/31/2019 +9.58
            Rating
            Score
            35.5242

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2.23
            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 2.23
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.21
            1 week +0.11
            1 month -0.51
            3 months +0.70
            6 months +7.42
            From the beginning of the year +0.82
            1 year +6.36
            2 years +3.92
            3 years -4.34
            4 years +6.23
            5 years +1.25
            Yearly
            03/31/2023 +8.85
            03/31/2022 -13.45
            03/31/2021 +2.04
            03/31/2020 +1.49
            03/31/2019 +9.58


            Rating
            Rating Rating Rating
            Score
            35.5242

            Efficiency Indicators

            Sharpe 1 year 0.6866
            Benchmark 1 year N.Av.
            Sharpe 3 years -0.2877
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.0543
            Benchmark 5 years N.Av.
            Sortino 1 year 1.699
            Benchmark 1 year N.Av.
            Sortino 3 years -0.4063
            Benchmark 3 years N.Av.
            Sortino 5 years 0.0584
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +4.40
            3 years +7.32
            5 years +8.36
            Negative Volatility
            1 year +1.73
            3 years +5.47
            5 years +6.62

            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 - 24/03/28

            Relative

            Sharpe -0.2877
            Sortino -0.4063
            Bull Market +4.35
            Bear Market -1.34
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 2

            General

              1 year 1,796 3 years 1,330 5 years 852
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,796
            11,550
              
            +7.50
            3 years 1,330
            13,245
              
            -3.62
            5 years 852
            11,037
              
            +2.83
            Performance             		11,550 +7.50 13,245 -3.62 11,037 +2.83
            Total Volatility
            1 year 1,796
            2,906
              
            +4.40
            3 years 1,330
            5,697
              
            +7.32
            5 years 852
            5,208
              
            +8.36
            Total Volatility             		2,906 +4.40 5,697 +7.32 5,208 +8.36
            Negative Volatility
            1 year 1,796
            2,082
              
            +1.73
            3 years 1,330
            6,311
              
            +5.47
            5 years 852
            5,857
              
            +6.62
            Negative Volatility             		2,082 +1.73 6,311 +5.47 5,857 +6.62
            Sharpe Index
            1 year 1,796
            7,216
              
            +0.69
            3 years 1,330
            13,776
              
            -0.29
            5 years 852
            11,803
              
            +0.05
            Sharpe Index             		7,216 +0.69 13,776 -0.29 11,803 +0.05
            Sortino Index
            1 year 1,796
            5,650
              
            +1.70
            3 years 1,330
            13,777
              
            -0.41
            5 years 852
            11,834
              
            +0.06
            Sortino Index             		5,650 +1.70 13,777 -0.41 11,803 +0.06

            By Category

              1 year 1,796 3 years 1,330 5 years 852
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,796
            48
              
            +7.50
            3 years 1,330
            77
              
            -3.62
            5 years 852
            60
              
            +2.83
            Performance             		48 +7.50 77 -3.62 60 +2.83
            Total Volatility
            1 year 1,796
            55
              
            +4.40
            3 years 1,330
            92
              
            +7.32
            5 years 852
            85
              
            +8.36
            Total Volatility             		55 +4.40 92 +7.32 85 +8.36
            Negative Volatility
            1 year 1,796
            31
              
            +1.73
            3 years 1,330
            92
              
            +5.47
            5 years 852
            89
              
            +6.62
            Negative Volatility             		31 +1.73 92 +5.47 89 +6.62
            Sharpe Index
            1 year 1,796
            25
              
            +0.69
            3 years 1,330
            62
              
            -0.29
            5 years 852
            58
              
            +0.05
            Sharpe Index             		25 +0.69 62 -0.29 58 +0.05
            Sortino Index
            1 year 1,796
            27
              
            +1.70
            3 years 1,330
            62
              
            -0.41
            5 years 852
            58
              
            +0.06
            Sortino Index             		27 +1.70 62 -0.41 58 +0.06

            Italian Funds - Arca Obbligazioni Europa: Performance, Terms, Fees, Risk, Rating


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