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            Trend

            Last Previous Currency Date Chng
            6.47 6.445 EUR 26/03/30 +0.39

            Terms

            Isin IT0005106718
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class N.Ap.
            Risk Class 3
            Assogestioni Category Bilanciati
            Declared Benchmark 25% MSCI Europe Climate Paris Aligned Index; 25% MSCI USA ESG Climate Paris Aligned Benchmark PAB S; 50% MSCI EUR IG ESG Leaders Corporate Bond
            Start Date 15/06/03
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -4.63
            Ytd -3.86
            1 year +1.73
            3 years +18.74
            5 years +9.29
            Yearly
            02/28/2025 +4.08
            02/29/2024 +10.59
            02/28/2023 +10.86
            02/28/2022 -15.94
            02/28/2021 +8.12
            Rating
            Score
            30.4481

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.55
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel 0

            Subscription

            One Solution
            Initial 100,0000 EUR
            Integrative 100,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 100,0000

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.55
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.39
            1 week -0.78
            1 month -4.63
            3 months -3.86
            6 months -2.56
            From the beginning of the year -3.86
            1 year +1.73
            2 years +5.98
            3 years +18.74
            4 years +9.46
            5 years +9.29
            Yearly
            02/28/2025 +4.08
            02/29/2024 +10.59
            02/28/2023 +10.86
            02/28/2022 -15.94
            02/28/2021 +8.12


            Rating
            Rating Rating Rating
            Score
            30.4481

            Efficiency Indicators

            Sharpe 1 year 0.0109
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.7067
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.1728
            Benchmark 5 years N.Av.
            Sortino 1 year 0.0266
            Benchmark 1 year N.Av.
            Sortino 3 years 1.1175
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2392
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +6.16
            3 years +5.76
            5 years +8.31
            Negative Volatility
            1 year +5.04
            3 years +3.65
            5 years +5.84

            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 0.7067
            Sortino 1.1175
            Bull Market +3.09
            Bear Market -4.22
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            14,227
              
            +2.51
            3 years 1,281
            8,404
              
            +24.27
            5 years 866
            9,037
              
            +15.75
            Performance             		14,227 +2.51 8,404 +24.27 9,037 +15.75
            Total Volatility
            1 year 1,764
            8,181
              
            +6.16
            3 years 1,281
            5,669
              
            +5.76
            5 years 866
            7,642
              
            +8.31
            Total Volatility             		8,181 +6.16 5,669 +5.76 7,642 +8.31
            Negative Volatility
            1 year 1,764
            10,153
              
            +5.04
            3 years 1,281
            5,443
              
            +3.65
            5 years 866
            7,700
              
            +5.84
            Negative Volatility             		10,153 +5.04 5,443 +3.65 7,700 +5.84
            Sharpe Index
            1 year 1,764
            14,210
              
            +0.01
            3 years 1,281
            5,945
              
            +0.71
            5 years 866
            9,190
              
            +0.17
            Sharpe Index             		14,210 +0.01 5,945 +0.71 9,190 +0.17
            Sortino Index
            1 year 1,764
            14,200
              
            +0.03
            3 years 1,281
            6,550
              
            +1.12
            5 years 866
            9,221
              
            +0.24
            Sortino Index             		14,200 +0.03 6,550 +1.12 9,190 +0.24

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            435
              
            +2.51
            3 years 1,281
            261
              
            +24.27
            5 years 866
            317
              
            +15.75
            Performance             		435 +2.51 261 +24.27 317 +15.75
            Total Volatility
            1 year 1,764
            202
              
            +6.16
            3 years 1,281
            109
              
            +5.76
            5 years 866
            292
              
            +8.31
            Total Volatility             		202 +6.16 109 +5.76 292 +8.31
            Negative Volatility
            1 year 1,764
            289
              
            +5.04
            3 years 1,281
            107
              
            +3.65
            5 years 866
            316
              
            +5.84
            Negative Volatility             		289 +5.04 107 +3.65 316 +5.84
            Sharpe Index
            1 year 1,764
            395
              
            +0.01
            3 years 1,281
            150
              
            +0.71
            5 years 866
            320
              
            +0.17
            Sharpe Index             		395 +0.01 150 +0.71 320 +0.17
            Sortino Index
            1 year 1,764
            395
              
            +0.03
            3 years 1,281
            161
              
            +1.12
            5 years 866
            318
              
            +0.24
            Sortino Index             		395 +0.03 161 +1.12 318 +0.24

            Italian Funds - Arca Oxygen Plus 50: Performance, Terms, Fees, Risk, Rating


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