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            Trend

            Last Previous Currency Date Chng
            4.064 4.062 EUR 26/05/26 +0.05

            Terms

            Isin IT0001355665
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class A
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 07/01/01
            Advisor Name Lars Schickentanz
            Fund Asset Under Management 1193,9480  at 26/04/30

            Performance

            Cumulatives
            1 month +1.70
            Ytd +2.63
            1 year +11.34
            3 years +20.13
            5 years +21.20
            Yearly
            04/30/2025 +12.34
            04/30/2024 +3.62
            04/30/2023 -0.18
            04/30/2022 +0.77
            04/30/2021 +4.03
            Rating
            Score
            52.7002

            Company

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

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 1.6
            Reimbursement 0%
            Administrative N.Av.
            Switch 1%; 0%
            Tunnel 0

            Subscription

            One Solution
            Initial 500,0000 EUR
            Integrative 500,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 500,0000

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 1.6
            Reimbursement 0%
            Administrative N.Av.
            Switch 1%; 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.05
            1 week +1.75
            1 month +1.70
            3 months +0.05
            6 months +4.63
            From the beginning of the year +2.63
            1 year +11.34
            2 years +14.41
            3 years +20.13
            4 years +17.63
            5 years +21.20
            Yearly
            04/30/2025 +12.34
            04/30/2024 +3.62
            04/30/2023 -0.18
            04/30/2022 +0.77
            04/30/2021 +4.03


            Rating
            Rating Rating Rating
            Score
            52.7002

            Efficiency Indicators

            Sharpe 1 year 1.5438
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6277
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.448
            Benchmark 5 years N.Av.
            Sortino 1 year 2.6532
            Benchmark 1 year N.Av.
            Sortino 3 years 1.1135
            Benchmark 3 years N.Av.
            Sortino 5 years 0.7284
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +5.01
            3 years +4.02
            5 years +3.73
            Negative Volatility
            1 year +2.91
            3 years +2.27
            5 years +2.29

            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 0.6277
            Sortino 1.1135
            Bull Market +0.28
            Bear Market -0.49
            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
            10,294
              
            +10.05
            3 years 1,284
            11,116
              
            +17.70
            5 years 871
            7,411
              
            +18.93
            Performance             		10,294 +10.05 11,116 +17.70 7,411 +18.93
            Total Volatility
            1 year 1,765
            6,392
              
            +5.01
            3 years 1,284
            2,639
              
            +4.02
            5 years 871
            901
              
            +3.73
            Total Volatility             		6,392 +5.01 2,639 +4.02 901 +3.73
            Negative Volatility
            1 year 1,765
            5,084
              
            +2.91
            3 years 1,284
            2,089
              
            +2.27
            5 years 871
            645
              
            +2.29
            Negative Volatility             		5,084 +2.91 2,089 +2.27 645 +2.29
            Sharpe Index
            1 year 1,765
            4,960
              
            +1.54
            3 years 1,284
            7,874
              
            +0.63
            5 years 871
            4,162
              
            +0.45
            Sharpe Index             		4,960 +1.54 7,874 +0.63 4,162 +0.45
            Sortino Index
            1 year 1,765
            5,701
              
            +2.65
            3 years 1,284
            6,871
              
            +1.11
            5 years 871
            3,876
              
            +0.73
            Sortino Index             		5,701 +2.65 6,871 +1.11 4,162 +0.73

            By Category

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            621
              
            +10.05
            3 years 1,284
            689
              
            +17.70
            5 years 871
            288
              
            +18.93
            Performance             		621 +10.05 689 +17.70 288 +18.93
            Total Volatility
            1 year 1,765
            391
              
            +5.01
            3 years 1,284
            151
              
            +4.02
            5 years 871
            61
              
            +3.73
            Total Volatility             		391 +5.01 151 +4.02 61 +3.73
            Negative Volatility
            1 year 1,765
            284
              
            +2.91
            3 years 1,284
            92
              
            +2.27
            5 years 871
            43
              
            +2.29
            Negative Volatility             		284 +2.91 92 +2.27 43 +2.29
            Sharpe Index
            1 year 1,765
            279
              
            +1.54
            3 years 1,284
            404
              
            +0.63
            5 years 871
            148
              
            +0.45
            Sharpe Index             		279 +1.54 404 +0.63 148 +0.45
            Sortino Index
            1 year 1,765
            293
              
            +2.65
            3 years 1,284
            298
              
            +1.11
            5 years 871
            120
              
            +0.73
            Sortino Index             		293 +2.65 298 +1.11 120 +0.73

            Italian Funds - Anima Alto Potenziale Europa A: Performance, Terms, Fees, Risk, Rating


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