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            Trend

            Last Previous Currency Date Chng
            21.60 21.524 EUR 25/12/19 +0.35

            Terms

            Isin IT0004941685
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class C
            Risk Class 4
            Assogestioni Category Azionari Europa
            Declared Benchmark 95% Bloomberg Europe Dev,M,Large&Mid Cap NTR Ind, EUR; 5% Bloomberg Euro TSY-Bills 0-3 Months Index
            Start Date 13/09/16
            Advisor Name Michela Parente; Alessandro Ciaccio; Michela Parente; Davide Albani
            Fund Asset Under Management 24,6240  at 25/11/28

            Performance

            Cumulatives
            1 month +4.19
            Ytd +17.58
            1 year +17.00
            3 years +43.97
            5 years +61.96
            Yearly
            11/30/2024 +6.40
            11/30/2023 +15.34
            11/30/2022 -10.16
            11/30/2021 +23.70
            11/30/2020 -10.15
            Rating
            Score
            23.8153

            Company

            Sella Sgr Spa
            Via Filippo Sassetti 32 20124 - Milano
            Tel. +39-026714161

            Costs

            Entrance (ACP) Min: 2,0000 - Max: 2,0000
            Management 0.7
            Reimbursement 0%
            Administrative N.Av.
            Switch 0%
            Tunnel 0

            Subscription

            One Solution
            Initial 500,0000 EUR
            Integrative 0,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 500,0000

            Costs

            Entrance (ACP) Min: 2,0000 - Max: 2,0000
            Management 0.7
            Reimbursement 0%
            Administrative N.Av.
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.35
            1 week +1.37
            1 month +4.19
            3 months +5.71
            6 months +9.52
            From the beginning of the year +17.58
            1 year +17.00
            2 years +25.70
            3 years +43.97
            4 years +33.28
            5 years +61.96
            Yearly
            11/30/2024 +6.40
            11/30/2023 +15.34
            11/30/2022 -10.16
            11/30/2021 +23.70
            11/30/2020 -10.15


            Rating
            Rating Rating Rating Rating
            Score
            23.8153

            Efficiency Indicators

            Sharpe 1 year 1.1142
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.9865
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.8593
            Benchmark 5 years N.Av.
            Sortino 1 year 2.3404
            Benchmark 1 year N.Av.
            Sortino 3 years 1.9255
            Benchmark 3 years N.Av.
            Sortino 5 years 1.621
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +9.74
            3 years +10.16
            5 years +13.08
            Negative Volatility
            1 year +4.69
            3 years +5.20
            5 years +6.91

            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 0.9865
            Sortino 1.9255
            Bull Market +6.64
            Bear Market -3.54
            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
            2,889
              
            +14.39
            3 years 1,244
            3,403
              
            +37.02
            5 years 845
            2,690
              
            +61.10
            Performance             		2,889 +14.39 3,403 +37.02 2,690 +61.10
            Total Volatility
            1 year 1,719
            12,070
              
            +9.74
            3 years 1,244
            10,843
              
            +10.16
            5 years 845
            10,892
              
            +13.08
            Total Volatility             		12,070 +9.74 10,843 +10.16 10,892 +13.08
            Negative Volatility
            1 year 1,719
            9,078
              
            +4.69
            3 years 1,244
            8,704
              
            +5.20
            5 years 845
            9,237
              
            +6.91
            Negative Volatility             		9,078 +4.69 8,704 +5.20 9,237 +6.91
            Sharpe Index
            1 year 1,719
            5,492
              
            +1.11
            3 years 1,244
            3,132
              
            +0.99
            5 years 845
            1,949
              
            +0.86
            Sharpe Index             		5,492 +1.11 3,132 +0.99 1,949 +0.86
            Sortino Index
            1 year 1,719
            4,113
              
            +2.34
            3 years 1,244
            2,694
              
            +1.93
            5 years 845
            1,534
              
            +1.62
            Sortino Index             		4,113 +2.34 2,694 +1.93 1,949 +1.62

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            184
              
            +14.39
            3 years 1,244
            221
              
            +37.02
            5 years 845
            172
              
            +61.10
            Performance             		184 +14.39 221 +37.02 172 +61.10
            Total Volatility
            1 year 1,719
            212
              
            +9.74
            3 years 1,244
            162
              
            +10.16
            5 years 845
            155
              
            +13.08
            Total Volatility             		212 +9.74 162 +10.16 155 +13.08
            Negative Volatility
            1 year 1,719
            227
              
            +4.69
            3 years 1,244
            125
              
            +5.20
            5 years 845
            98
              
            +6.91
            Negative Volatility             		227 +4.69 125 +5.20 98 +6.91
            Sharpe Index
            1 year 1,719
            220
              
            +1.11
            3 years 1,244
            185
              
            +0.99
            5 years 845
            152
              
            +0.86
            Sharpe Index             		220 +1.11 185 +0.99 152 +0.86
            Sortino Index
            1 year 1,719
            213
              
            +2.34
            3 years 1,244
            160
              
            +1.93
            5 years 845
            148
              
            +1.62
            Sortino Index             		213 +2.34 160 +1.93 148 +1.62

            Italian Funds - Sella Investimenti Azionari Europa C: Performance, Terms, Fees, Risk, Rating


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