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            Trend

            Last Previous Currency Date Chng
            13.141 13.128 EUR 26/03/30 +0.10

            Terms

            Isin IT0001248324
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class N.Ap.
            Risk Class 2
            Assogestioni Category Obb. Misti
            Declared Benchmark 15% MSCI Europe Climate Paris Aligned Index; 60% MSCI EUR IG ESG Leaders Corporate Bond; 25% MSCI EUR HY ESG Leaders Corporate Bond
            Start Date 95/04/14
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -3.57
            Ytd -1.70
            1 year +1.74
            3 years +14.88
            5 years +2.74
            Yearly
            02/28/2025 +4.44
            02/29/2024 +5.08
            02/28/2023 +8.85
            02/28/2022 -13.45
            02/28/2021 +2.04
            Rating
            Score
            66.5207

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2.33
            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 2.33
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.10
            1 week -0.20
            1 month -3.57
            3 months -1.70
            6 months -0.99
            From the beginning of the year -1.70
            1 year +1.74
            2 years +6.46
            3 years +14.88
            4 years +7.63
            5 years +2.74
            Yearly
            02/28/2025 +4.44
            02/29/2024 +5.08
            02/28/2023 +8.85
            02/28/2022 -13.45
            02/28/2021 +2.04


            Rating
            Rating Rating Rating Rating
            Score
            66.5207

            Efficiency Indicators

            Sharpe 1 year 0.7107
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6792
            Benchmark 3 years N.Av.
            Sharpe 5 years -0.0586
            Benchmark 5 years N.Av.
            Sortino 1 year 0.949
            Benchmark 1 year N.Av.
            Sortino 3 years 1.3171
            Benchmark 3 years N.Av.
            Sortino 5 years -0.0881
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +2.67
            3 years +3.32
            5 years +5.93
            Negative Volatility
            1 year +2.07
            3 years +1.72
            5 years +4.38

            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 0.6792
            Sortino 1.3171
            Bull Market +2.87
            Bear Market -1.60
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 2

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            10,715
              
            +4.22
            3 years 1,281
            10,694
              
            +19.17
            5 years 866
            11,731
              
            +7.60
            Performance             		10,715 +4.22 10,694 +19.17 11,731 +7.60
            Total Volatility
            1 year 1,764
            4,226
              
            +2.67
            3 years 1,281
            2,116
              
            +3.32
            5 years 866
            3,083
              
            +5.93
            Total Volatility             		4,226 +2.67 2,116 +3.32 3,083 +5.93
            Negative Volatility
            1 year 1,764
            5,144
              
            +2.07
            3 years 1,281
            1,842
              
            +1.72
            5 years 866
            3,161
              
            +4.38
            Negative Volatility             		5,144 +2.07 1,842 +1.72 3,161 +4.38
            Sharpe Index
            1 year 1,764
            8,862
              
            +0.71
            3 years 1,281
            6,301
              
            +0.68
            5 years 866
            12,601
              
            -0.06
            Sharpe Index             		8,862 +0.71 6,301 +0.68 12,601 -0.06
            Sortino Index
            1 year 1,764
            9,461
              
            +0.95
            3 years 1,281
            5,241
              
            +1.32
            5 years 866
            12,612
              
            -0.09
            Sortino Index             		9,461 +0.95 5,241 +1.32 12,601 -0.09

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            82
              
            +4.22
            3 years 1,281
            42
              
            +19.17
            5 years 866
            59
              
            +7.60
            Performance             		82 +4.22 42 +19.17 59 +7.60
            Total Volatility
            1 year 1,764
            111
              
            +2.67
            3 years 1,281
            45
              
            +3.32
            5 years 866
            64
              
            +5.93
            Total Volatility             		111 +2.67 45 +3.32 64 +5.93
            Negative Volatility
            1 year 1,764
            132
              
            +2.07
            3 years 1,281
            32
              
            +1.72
            5 years 866
            64
              
            +4.38
            Negative Volatility             		132 +2.07 32 +1.72 64 +4.38
            Sharpe Index
            1 year 1,764
            109
              
            +0.71
            3 years 1,281
            25
              
            +0.68
            5 years 866
            61
              
            -0.06
            Sharpe Index             		109 +0.71 25 +0.68 61 -0.06
            Sortino Index
            1 year 1,764
            118
              
            +0.95
            3 years 1,281
            22
              
            +1.32
            5 years 866
            60
              
            -0.09
            Sortino Index             		118 +0.95 22 +1.32 60 -0.09

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


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