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            Trend

            Last Previous Currency Date Chng
            3.959 3.952 EUR 26/04/01 +0.18

            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 1074,1390  at 26/02/27

            Performance

            Cumulatives
            1 month -2.37
            Ytd -0.03
            1 year +7.85
            3 years +17.27
            5 years +18.07
            Yearly
            02/28/2025 +12.34
            02/29/2024 +3.62
            02/28/2023 -0.18
            02/28/2022 +0.77
            02/28/2021 +4.03
            Rating
            Score
            53.1373

            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 +0.18
            1 week -0.05
            1 month -2.37
            3 months -0.03
            6 months +2.64
            From the beginning of the year -0.03
            1 year +7.85
            2 years +11.93
            3 years +17.27
            4 years +14.79
            5 years +18.07
            Yearly
            02/28/2025 +12.34
            02/29/2024 +3.62
            02/28/2023 -0.18
            02/28/2022 +0.77
            02/28/2021 +4.03


            Rating
            Rating Rating Rating Rating
            Score
            53.1373

            Efficiency Indicators

            Sharpe 1 year 2.4574
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.8117
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.8772
            Benchmark 5 years N.Av.
            Sortino 1 year 7.0954
            Benchmark 1 year N.Av.
            Sortino 3 years 1.8473
            Benchmark 3 years N.Av.
            Sortino 5 years 1.651
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +3.97
            3 years +3.65
            5 years +3.68
            Negative Volatility
            1 year +1.38
            3 years +1.61
            5 years +1.93

            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 0.8117
            Sortino 1.8473
            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 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            6,232
              
            +10.22
            3 years 1,281
            10,295
              
            +19.97
            5 years 866
            6,967
              
            +24.08
            Performance             		6,232 +10.22 10,295 +19.97 6,967 +24.08
            Total Volatility
            1 year 1,764
            5,865
              
            +3.97
            3 years 1,281
            2,483
              
            +3.65
            5 years 866
            944
              
            +3.68
            Total Volatility             		5,865 +3.97 2,483 +3.65 944 +3.68
            Negative Volatility
            1 year 1,764
            3,111
              
            +1.38
            3 years 1,281
            1,622
              
            +1.61
            5 years 866
            560
              
            +1.93
            Negative Volatility             		3,111 +1.38 1,622 +1.61 560 +1.93
            Sharpe Index
            1 year 1,764
            920
              
            +2.46
            3 years 1,281
            4,686
              
            +0.81
            5 years 866
            1,141
              
            +0.88
            Sharpe Index             		920 +2.46 4,686 +0.81 1,141 +0.88
            Sortino Index
            1 year 1,764
            1,043
              
            +7.10
            3 years 1,281
            2,674
              
            +1.85
            5 years 866
            670
              
            +1.65
            Sortino Index             		1,043 +7.10 2,674 +1.85 1,141 +1.65

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            285
              
            +10.22
            3 years 1,281
            620
              
            +19.97
            5 years 866
            280
              
            +24.08
            Performance             		285 +10.22 620 +19.97 280 +24.08
            Total Volatility
            1 year 1,764
            494
              
            +3.97
            3 years 1,281
            173
              
            +3.65
            5 years 866
            68
              
            +3.68
            Total Volatility             		494 +3.97 173 +3.65 68 +3.68
            Negative Volatility
            1 year 1,764
            209
              
            +1.38
            3 years 1,281
            74
              
            +1.61
            5 years 866
            34
              
            +1.93
            Negative Volatility             		209 +1.38 74 +1.61 34 +1.93
            Sharpe Index
            1 year 1,764
            47
              
            +2.46
            3 years 1,281
            150
              
            +0.81
            5 years 866
            26
              
            +0.88
            Sharpe Index             		47 +2.46 150 +0.81 26 +0.88
            Sortino Index
            1 year 1,764
            70
              
            +7.10
            3 years 1,281
            66
              
            +1.85
            5 years 866
            13
              
            +1.65
            Sortino Index             		70 +7.10 66 +1.85 13 +1.65

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


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