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            Trend

            Last Previous Currency Date Chng
            7.205 7.166 EUR 26/04/01 +0.54

            Terms

            Isin IT0003956197
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class P
            Risk Class 3
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 06/02/01
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 2500,0000  at 26/03/20

            Performance

            Cumulatives
            1 month -3.81
            Ytd -0.40
            1 year +5.49
            3 years +17.40
            5 years +13.29
            Yearly
            02/28/2025 +6.74
            02/29/2024 +6.52
            02/28/2023 +5.82
            02/28/2022 -6.98
            02/28/2021 +1.60
            Rating
            Score
            54.3839

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2.31
            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 2.31
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.54
            1 week -0.11
            1 month -3.81
            3 months -0.40
            6 months +0.95
            From the beginning of the year -0.40
            1 year +5.49
            2 years +11.62
            3 years +17.40
            4 years +14.97
            5 years +13.29
            Yearly
            02/28/2025 +6.74
            02/29/2024 +6.52
            02/28/2023 +5.82
            02/28/2022 -6.98
            02/28/2021 +1.60


            Rating
            Rating Rating Rating Rating
            Score
            54.3839

            Efficiency Indicators

            Sharpe 1 year 1.0425
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.5305
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.2353
            Benchmark 5 years N.Av.
            Sortino 1 year 1.4509
            Benchmark 1 year N.Av.
            Sortino 3 years 0.8867
            Benchmark 3 years N.Av.
            Sortino 5 years 0.3332
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +4.10
            3 years +5.67
            5 years +5.93
            Negative Volatility
            1 year +3.00
            3 years +3.40
            5 years +4.07

            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 0.5305
            Sortino 0.8867
            Bull Market +2.66
            Bear Market -2.48
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            7,811
              
            +7.41
            3 years 1,281
            8,584
              
            +23.78
            5 years 866
            8,121
              
            +19.23
            Performance             		7,811 +7.41 8,584 +23.78 8,121 +19.23
            Total Volatility
            1 year 1,764
            6,019
              
            +4.10
            3 years 1,281
            5,550
              
            +5.67
            5 years 866
            3,094
              
            +5.93
            Total Volatility             		6,019 +4.10 5,550 +5.67 3,094 +5.93
            Negative Volatility
            1 year 1,764
            6,979
              
            +3.00
            3 years 1,281
            4,968
              
            +3.40
            5 years 866
            2,433
              
            +4.07
            Negative Volatility             		6,979 +3.00 4,968 +3.40 2,433 +4.07
            Sharpe Index
            1 year 1,764
            6,387
              
            +1.04
            3 years 1,281
            8,375
              
            +0.53
            5 years 866
            8,244
              
            +0.24
            Sharpe Index             		6,387 +1.04 8,375 +0.53 8,244 +0.24
            Sortino Index
            1 year 1,764
            7,363
              
            +1.45
            3 years 1,281
            8,258
              
            +0.89
            5 years 866
            8,281
              
            +0.33
            Sortino Index             		7,363 +1.45 8,258 +0.89 8,244 +0.33

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            486
              
            +7.41
            3 years 1,281
            408
              
            +23.78
            5 years 866
            366
              
            +19.23
            Performance             		486 +7.41 408 +23.78 366 +19.23
            Total Volatility
            1 year 1,764
            526
              
            +4.10
            3 years 1,281
            568
              
            +5.67
            5 years 866
            289
              
            +5.93
            Total Volatility             		526 +4.10 568 +5.67 289 +5.93
            Negative Volatility
            1 year 1,764
            616
              
            +3.00
            3 years 1,281
            512
              
            +3.40
            5 years 866
            261
              
            +4.07
            Negative Volatility             		616 +3.00 512 +3.40 261 +4.07
            Sharpe Index
            1 year 1,764
            417
              
            +1.04
            3 years 1,281
            461
              
            +0.53
            5 years 866
            392
              
            +0.24
            Sharpe Index             		417 +1.04 461 +0.53 392 +0.24
            Sortino Index
            1 year 1,764
            468
              
            +1.45
            3 years 1,281
            427
              
            +0.89
            5 years 866
            392
              
            +0.33
            Sortino Index             		468 +1.45 427 +0.89 392 +0.33

            Italian Funds - Arca Equilibrio P: Performance, Terms, Fees, Risk, Rating


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