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            Trend

            Last Previous Currency Date Chng
            43.282 42.372 EUR 26/04/01 +2.15

            Terms

            Isin IT0004302029
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class Y
            Risk Class 5
            Assogestioni Category Azionari Europa
            Declared Benchmark 95% MSCI Europe Gross TR EUR; 5% ICE BofAML Euro Treasury Bill TR EUR Index
            Start Date 07/12/27
            Advisor Name Lars Schickentanz
            Fund Asset Under Management 317,7320  at 26/02/27

            Performance

            Cumulatives
            1 month -5.79
            Ytd -0.54
            1 year +16.20
            3 years +44.89
            5 years +67.32
            Yearly
            02/28/2025 +25.97
            02/29/2024 +9.65
            02/28/2023 +13.10
            02/28/2022 -4.89
            02/28/2021 +25.59
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Anima Sgr Per Azioni
            CORSO GARIBALDI 99 20121 - MILANO
            Tel. +39-02806381

            Costs

            Entrance (ACP) Min: 4,0000 - Max: 4,0000
            Management 1
            Reimbursement 0%
            Administrative N.Av.
            Switch 1%; 0%
            Tunnel 3

            Subscription

            One Solution
            Initial 1000000,0000 EUR
            Integrative 5000,0000 EUR
            Accumulation Plan
            Duration 12-500 versamenti
            Minimum Payment Unit Non previsto
            Initial Payment 1000000,0000

            Costs

            Entrance (ACP) Min: 4,0000 - Max: 4,0000
            Management 1
            Reimbursement 0%
            Administrative N.Av.
            Switch 1%; 0%
            Tunnel 3

            Performance

            Cumulatives
            1 day +2.15
            1 week +1.50
            1 month -5.79
            3 months -0.54
            6 months +5.17
            From the beginning of the year -0.54
            1 year +16.20
            2 years +26.74
            3 years +44.89
            4 years +50.56
            5 years +67.32
            Yearly
            02/28/2025 +25.97
            02/29/2024 +9.65
            02/28/2023 +13.10
            02/28/2022 -4.89
            02/28/2021 +25.59


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 2.4998
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.3893
            Benchmark 3 years N.Av.
            Sharpe 5 years 1.1464
            Benchmark 5 years N.Av.
            Sortino 1 year 5.4925
            Benchmark 1 year N.Av.
            Sortino 3 years 2.7828
            Benchmark 3 years N.Av.
            Sortino 5 years 2.0934
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.68
            3 years +8.27
            5 years +10.71
            Negative Volatility
            1 year +3.51
            3 years +4.13
            5 years +5.85

            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 1.3893
            Sortino 2.7828
            Bull Market +6.43
            Bear Market -2.93
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 5

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            7,577
              
            +20.89
            3 years 1,281
            5,515
              
            +53.44
            5 years 866
            5,917
              
            +89.97
            Performance             		7,577 +20.89 5,515 +53.44 5,917 +89.97
            Total Volatility
            1 year 1,764
            13,331
              
            +7.68
            3 years 1,281
            10,047
              
            +8.27
            5 years 866
            7,976
              
            +10.71
            Total Volatility             		13,331 +7.68 10,047 +8.27 7,976 +10.71
            Negative Volatility
            1 year 1,764
            14,453
              
            +3.51
            3 years 1,281
            10,555
              
            +4.13
            5 years 866
            8,208
              
            +5.85
            Negative Volatility             		14,453 +3.51 10,555 +4.13 8,208 +5.85
            Sharpe Index
            1 year 1,764
            12,550
              
            +2.50
            3 years 1,281
            8,600
              
            +1.39
            5 years 866
            8,228
              
            +1.15
            Sharpe Index             		12,550 +2.50 8,600 +1.39 8,228 +1.15
            Sortino Index
            1 year 1,764
            13,326
              
            +5.49
            3 years 1,281
            9,093
              
            +2.78
            5 years 866
            8,401
              
            +2.09
            Sortino Index             		13,326 +5.49 9,093 +2.78 8,228 +2.09

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            396
              
            +20.89
            3 years 1,281
            293
              
            +53.44
            5 years 866
            273
              
            +89.97
            Performance             		396 +20.89 293 +53.44 273 +89.97
            Total Volatility
            1 year 1,764
            166
              
            +7.68
            3 years 1,281
            99
              
            +8.27
            5 years 866
            75
              
            +10.71
            Total Volatility             		166 +7.68 99 +8.27 75 +10.71
            Negative Volatility
            1 year 1,764
            305
              
            +3.51
            3 years 1,281
            152
              
            +4.13
            5 years 866
            86
              
            +5.85
            Negative Volatility             		305 +3.51 152 +4.13 86 +5.85
            Sharpe Index
            1 year 1,764
            356
              
            +2.50
            3 years 1,281
            246
              
            +1.39
            5 years 866
            248
              
            +1.15
            Sharpe Index             		356 +2.50 246 +1.39 248 +1.15
            Sortino Index
            1 year 1,764
            362
              
            +5.49
            3 years 1,281
            258
              
            +2.78
            5 years 866
            257
              
            +2.09
            Sortino Index             		362 +5.49 258 +2.78 257 +2.09

            Italian Funds - Anima Selezione Europa Y: Performance, Terms, Fees, Risk, Rating


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