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            Trend

            Last Previous Currency Date Chng
            68.47 67.643 EUR 26/05/14 +1.22

            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 N.Av.

            Performance

            Cumulatives
            1 month +4.80
            Ytd +10.12
            1 year +25.26
            3 years +85.57
            5 years +109.40
            Yearly
            04/30/2025 +33.20
            04/30/2024 +14.52
            04/30/2023 +25.91
            04/30/2022 -13.82
            04/30/2021 +30.87
            Rating
            Score
            48.4544

            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 +1.22
            1 week +1.53
            1 month +4.80
            3 months +8.61
            6 months +13.31
            From the beginning of the year +10.12
            1 year +25.26
            2 years +46.11
            3 years +85.57
            4 years +109.08
            5 years +109.40
            Yearly
            04/30/2025 +33.20
            04/30/2024 +14.52
            04/30/2023 +25.91
            04/30/2022 -13.82
            04/30/2021 +30.87


            Rating
            Rating Rating Rating
            Score
            48.4544

            Efficiency Indicators

            Sharpe 1 year 1.7512
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.4022
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.9075
            Benchmark 5 years N.Av.
            Sortino 1 year 3.2516
            Benchmark 1 year N.Av.
            Sortino 3 years 2.866
            Benchmark 3 years N.Av.
            Sortino 5 years 1.5751
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +13.99
            3 years +12.40
            5 years +15.31
            Negative Volatility
            1 year +7.53
            3 years +6.07
            5 years +8.82

            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 - 26/04/30

            Relative

            Sharpe 1.4022
            Sortino 2.866
            Bull Market +6.51
            Bear Market -7.03
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            3,234
              
            +28.83
            3 years 1,284
            818
              
            +79.45
            5 years 871
            440
              
            +106.76
            Performance             		3,234 +28.83 818 +79.45 440 +106.76
            Total Volatility
            1 year 1,765
            17,022
              
            +13.99
            3 years 1,284
            13,250
              
            +12.40
            5 years 871
            13,731
              
            +15.31
            Total Volatility             		17,022 +13.99 13,250 +12.40 13,731 +15.31
            Negative Volatility
            1 year 1,765
            16,134
              
            +7.53
            3 years 1,284
            10,331
              
            +6.07
            5 years 871
            11,614
              
            +8.82
            Negative Volatility             		16,134 +7.53 10,331 +6.07 11,614 +8.82
            Sharpe Index
            1 year 1,765
            3,226
              
            +1.75
            3 years 1,284
            495
              
            +1.40
            5 years 871
            422
              
            +0.91
            Sharpe Index             		3,226 +1.75 495 +1.40 422 +0.91
            Sortino Index
            1 year 1,765
            4,054
              
            +3.25
            3 years 1,284
            462
              
            +2.87
            5 years 871
            412
              
            +1.58
            Sortino Index             		4,054 +3.25 462 +2.87 422 +1.58

            By Category

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            24
              
            +28.83
            3 years 1,284
            27
              
            +79.45
            5 years 871
            27
              
            +106.76
            Performance             		24 +28.83 27 +79.45 27 +106.76
            Total Volatility
            1 year 1,765
            33
              
            +13.99
            3 years 1,284
            25
              
            +12.40
            5 years 871
            43
              
            +15.31
            Total Volatility             		33 +13.99 25 +12.40 43 +15.31
            Negative Volatility
            1 year 1,765
            32
              
            +7.53
            3 years 1,284
            29
              
            +6.07
            5 years 871
            36
              
            +8.82
            Negative Volatility             		32 +7.53 29 +6.07 36 +8.82
            Sharpe Index
            1 year 1,765
            27
              
            +1.75
            3 years 1,284
            27
              
            +1.40
            5 years 871
            26
              
            +0.91
            Sharpe Index             		27 +1.75 27 +1.40 26 +0.91
            Sortino Index
            1 year 1,765
            32
              
            +3.25
            3 years 1,284
            28
              
            +2.87
            5 years 871
            26
              
            +1.58
            Sortino Index             		32 +3.25 28 +2.87 26 +1.58

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


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