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            Trend

            Last Previous Currency Date Chng
            20.73 20.026 EUR 26/04/08 +3.52

            Terms

            Isin IT0005645384
            Contract Type N.D.
            Currency EUR
            Class N.Ap.
            Risk Class 4
            Assogestioni Category Azionari Europa
            Declared Benchmark 95% MSCI Europe (EUR); 5% Bloomberg EURO TREASURY BILLS
            Start Date 25/05/30
            Advisor Name Andrea Buda; Eurizon Capital Sgr Spa
            Fund Asset Under Management 0,6200  at 26/03/31

            Performance

            Cumulatives
            1 month +2.50
            Ytd +3.68
            1 year N.Av.
            3 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 N.Av.
            03/31/2024 N.Av.
            03/31/2023 N.Av.
            03/31/2022 N.Av.
            03/31/2021 N.Av.
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Eurizon Capital Sgr Spa
            Via Melchiorre Gioia 22 20124 - Milano
            Tel. +39-02-88101

            Costs

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

            Subscription

            One Solution
            Initial N.Av. EUR
            Integrative N.Av. EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment N.Av.

            Costs

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

            Performance

            Cumulatives
            1 day +3.52
            1 week +2.31
            1 month +2.50
            3 months +1.56
            6 months +6.84
            From the beginning of the year +3.68
            1 year N.Av.
            2 years N.Av.
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 N.Av.
            03/31/2024 N.Av.
            03/31/2023 N.Av.
            03/31/2022 N.Av.
            03/31/2021 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.5584
            Benchmark 1 year N.Av.
            Sharpe 3 years N.Av.
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 0.6998
            Benchmark 1 year N.Av.
            Sortino 3 years N.Av.
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +11.01
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +8.79
            3 years N.Av.
            5 years N.Av.

            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 - 26/03/31

            Relative

            Sharpe N.Av.
            Sortino N.Av.
            Bull Market N.Av.
            Bear Market N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            -1
              
            N.Av.
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Performance             		-1 N.Av. -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,760
            13,610
              
            +11.01
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Total Volatility             		13,610 +11.01 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,760
            16,165
              
            +8.79
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Negative Volatility             		16,165 +8.79 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,760
            7,890
              
            +0.56
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sharpe Index             		7,890 +0.56 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,760
            8,522
              
            +0.70
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sortino Index             		8,522 +0.70 -1 N.Av. -1 N.Av.

            By Category

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            -1
              
            N.Av.
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Performance             		-1 N.Av. -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,760
            103
              
            +11.01
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Total Volatility             		103 +11.01 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,760
            244
              
            +8.79
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Negative Volatility             		244 +8.79 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,760
            282
              
            +0.56
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sharpe Index             		282 +0.56 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,760
            297
              
            +0.70
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sortino Index             		297 +0.70 -1 N.Av. -1 N.Av.

            Italian Funds - Eurizon Azioni Europa Isy: Performance, Terms, Fees, Risk, Rating


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