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            Trend

            Last Previous Currency Date Chng
            59.894 59.364 EUR 26/03/30 +0.89

            Terms

            Isin IT0000388907
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class P
            Risk Class 4
            Assogestioni Category Azionari Italia
            Declared Benchmark 25% FTSE Italia Mid Cap TR; 75% FTSE MIB
            Start Date 92/04/03
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 579,0000  at 26/03/19

            Performance

            Cumulatives
            1 month -7.93
            Ytd -3.67
            1 year +15.37
            3 years +64.22
            5 years +87.17
            Yearly
            02/28/2025 +33.20
            02/29/2024 +14.52
            02/28/2023 +25.91
            02/28/2022 -13.82
            02/28/2021 +30.87
            Rating
            Score
            46.5573

            Company

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

            Costs

            Entrance (ACP) Min: 4,0000 - Max: 4,0000
            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: 4,0000 - Max: 4,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.89
            1 week +1.57
            1 month -7.93
            3 months -3.67
            6 months +1.57
            From the beginning of the year -3.67
            1 year +15.37
            2 years +30.32
            3 years +64.22
            4 years +74.41
            5 years +87.17
            Yearly
            02/28/2025 +33.20
            02/29/2024 +14.52
            02/28/2023 +25.91
            02/28/2022 -13.82
            02/28/2021 +30.87


            Rating
            Rating Rating Rating
            Score
            46.5573

            Efficiency Indicators

            Sharpe 1 year 2.6312
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.5451
            Benchmark 3 years N.Av.
            Sharpe 5 years 1.0639
            Benchmark 5 years N.Av.
            Sortino 1 year 11.7778
            Benchmark 1 year N.Av.
            Sortino 3 years 3.6232
            Benchmark 3 years N.Av.
            Sortino 5 years 1.9083
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +8.75
            3 years +10.65
            5 years +14.87
            Negative Volatility
            1 year +1.96
            3 years +4.54
            5 years +8.27

            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 1.5451
            Sortino 3.6232
            Bull Market +6.51
            Bear Market -3.07
            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
            2,164
              
            +25.49
            3 years 1,281
            754
              
            +75.12
            5 years 866
            410
              
            +119.45
            Performance             		2,164 +25.49 754 +75.12 410 +119.45
            Total Volatility
            1 year 1,764
            12,457
              
            +8.75
            3 years 1,281
            12,991
              
            +10.65
            5 years 866
            14,106
              
            +14.87
            Total Volatility             		12,457 +8.75 12,991 +10.65 14,106 +14.87
            Negative Volatility
            1 year 1,764
            4,862
              
            +1.96
            3 years 1,281
            7,242
              
            +4.54
            5 years 866
            11,635
              
            +8.27
            Negative Volatility             		4,862 +1.96 7,242 +4.54 11,635 +8.27
            Sharpe Index
            1 year 1,764
            687
              
            +2.63
            3 years 1,281
            398
              
            +1.55
            5 years 866
            354
              
            +1.06
            Sharpe Index             		687 +2.63 398 +1.55 354 +1.06
            Sortino Index
            1 year 1,764
            497
              
            +11.78
            3 years 1,281
            422
              
            +3.62
            5 years 866
            345
              
            +1.91
            Sortino Index             		497 +11.78 422 +3.62 354 +1.91

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            25
              
            +25.49
            3 years 1,281
            27
              
            +75.12
            5 years 866
            27
              
            +119.45
            Performance             		25 +25.49 27 +75.12 27 +119.45
            Total Volatility
            1 year 1,764
            17
              
            +8.75
            3 years 1,281
            21
              
            +10.65
            5 years 866
            40
              
            +14.87
            Total Volatility             		17 +8.75 21 +10.65 40 +14.87
            Negative Volatility
            1 year 1,764
            23
              
            +1.96
            3 years 1,281
            27
              
            +4.54
            5 years 866
            35
              
            +8.27
            Negative Volatility             		23 +1.96 27 +4.54 35 +8.27
            Sharpe Index
            1 year 1,764
            15
              
            +2.63
            3 years 1,281
            30
              
            +1.55
            5 years 866
            28
              
            +1.06
            Sharpe Index             		15 +2.63 30 +1.55 28 +1.06
            Sortino Index
            1 year 1,764
            27
              
            +11.78
            3 years 1,281
            29
              
            +3.62
            5 years 866
            29
              
            +1.91
            Sortino Index             		27 +11.78 29 +3.62 29 +1.91

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


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