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            Trend

            Last Previous Currency Date Chng
            3.928 3.913 EUR 25/12/15 +0.38

            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 861,4050  at 25/11/28

            Performance

            Cumulatives
            1 month +1.13
            Ytd +11.43
            1 year +9.45
            3 years +15.46
            5 years +21.42
            Yearly
            11/30/2024 +3.62
            11/30/2023 -0.18
            11/30/2022 +0.77
            11/30/2021 +4.03
            11/30/2020 +12.96
            Rating
            Score
            57.4592

            Company

            Anima Sgr Per Azioni
            CORSO GARIBALDI 99 20121 - MILANO (MI)
            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 +0.38
            1 week +0.41
            1 month +1.13
            3 months +2.67
            6 months +7.71
            From the beginning of the year +11.43
            1 year +9.45
            2 years +15.97
            3 years +15.46
            4 years +17.01
            5 years +21.42
            Yearly
            11/30/2024 +3.62
            11/30/2023 -0.18
            11/30/2022 +0.77
            11/30/2021 +4.03
            11/30/2020 +12.96


            Rating
            Rating Rating Rating
            Score
            57.4592

            Efficiency Indicators

            Sharpe 1 year 2.0321
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.5506
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7757
            Benchmark 5 years N.Av.
            Sortino 1 year 5.8352
            Benchmark 1 year N.Av.
            Sortino 3 years 1.0425
            Benchmark 3 years N.Av.
            Sortino 5 years 1.425
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +3.85
            3 years +3.27
            5 years +3.89
            Negative Volatility
            1 year +1.36
            3 years +1.71
            5 years +2.09

            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 - 25/11/28

            Relative

            Sharpe 0.5506
            Sortino 1.0425
            Bull Market +0.28
            Bear Market +0.15
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            4,379
              
            +10.35
            3 years 1,244
            11,637
              
            +14.37
            5 years 845
            7,416
              
            +21.17
            Performance             		4,379 +10.35 11,637 +14.37 7,416 +21.17
            Total Volatility
            1 year 1,719
            4,996
              
            +3.85
            3 years 1,244
            1,354
              
            +3.27
            5 years 845
            957
              
            +3.89
            Total Volatility             		4,996 +3.85 1,354 +3.27 957 +3.89
            Negative Volatility
            1 year 1,719
            2,333
              
            +1.36
            3 years 1,244
            1,434
              
            +1.71
            5 years 845
            617
              
            +2.09
            Negative Volatility             		2,333 +1.36 1,434 +1.71 617 +2.09
            Sharpe Index
            1 year 1,719
            876
              
            +2.03
            3 years 1,244
            9,372
              
            +0.55
            5 years 845
            2,807
              
            +0.78
            Sharpe Index             		876 +2.03 9,372 +0.55 2,807 +0.78
            Sortino Index
            1 year 1,719
            753
              
            +5.84
            3 years 1,244
            8,076
              
            +1.04
            5 years 845
            2,271
              
            +1.43
            Sortino Index             		753 +5.84 8,076 +1.04 2,807 +1.43

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            136
              
            +10.35
            3 years 1,244
            759
              
            +14.37
            5 years 845
            296
              
            +21.17
            Performance             		136 +10.35 759 +14.37 296 +21.17
            Total Volatility
            1 year 1,719
            360
              
            +3.85
            3 years 1,244
            81
              
            +3.27
            5 years 845
            77
              
            +3.89
            Total Volatility             		360 +3.85 81 +3.27 77 +3.89
            Negative Volatility
            1 year 1,719
            157
              
            +1.36
            3 years 1,244
            56
              
            +1.71
            5 years 845
            39
              
            +2.09
            Negative Volatility             		157 +1.36 56 +1.71 39 +2.09
            Sharpe Index
            1 year 1,719
            55
              
            +2.03
            3 years 1,244
            534
              
            +0.55
            5 years 845
            67
              
            +0.78
            Sharpe Index             		55 +2.03 534 +0.55 67 +0.78
            Sortino Index
            1 year 1,719
            55
              
            +5.84
            3 years 1,244
            388
              
            +1.04
            5 years 845
            53
              
            +1.43
            Sortino Index             		55 +5.84 388 +1.04 53 +1.43

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


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