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            Trend

            Last Previous Currency Date Chng
            6.41 6.334 EUR 26/04/01 +1.20

            Terms

            Isin IT0005125049
            Contract Type N.D.
            Currency EUR
            Class N.Ap.
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 15/09/07
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -4.60
            Ytd -1.14
            1 year +7.73
            3 years +16.48
            5 years +9.46
            Yearly
            02/28/2025 +7.53
            02/29/2024 +6.29
            02/28/2023 +5.54
            02/28/2022 -10.43
            02/28/2021 +5.58
            Rating
            Score
            54.7821

            Company

            Amundi Sgr
            VIA CERNAIA 8/10 20121 - MILANO
            Tel. +39-0200651

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.4
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            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: 0,0000 - Max: 0,0000
            Management 1.4
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +1.20
            1 week +0.09
            1 month -4.60
            3 months -1.14
            6 months -0.57
            From the beginning of the year -1.14
            1 year +7.73
            2 years +8.90
            3 years +16.48
            4 years +9.74
            5 years +9.46
            Yearly
            02/28/2025 +7.53
            02/29/2024 +6.29
            02/28/2023 +5.54
            02/28/2022 -10.43
            02/28/2021 +5.58


            Rating
            Rating Rating Rating Rating
            Score
            54.7821

            Efficiency Indicators

            Sharpe 1 year 0.8955
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.497
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.2111
            Benchmark 5 years N.Av.
            Sortino 1 year 1.3292
            Benchmark 1 year N.Av.
            Sortino 3 years 0.7898
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2884
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +5.75
            3 years +5.37
            5 years +6.90
            Negative Volatility
            1 year +3.92
            3 years +3.39
            5 years +4.92

            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 - 26/03/31

            Relative

            Sharpe 0.497
            Sortino 0.7898
            Bull Market +2.67
            Bear Market -3.25
            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
            6,485
              
            +6.92
            3 years 1,281
            8,968
              
            +15.10
            5 years 866
            8,554
              
            +8.57
            Performance             		6,485 +6.92 8,968 +15.10 8,554 +8.57
            Total Volatility
            1 year 1,764
            7,856
              
            +5.75
            3 years 1,281
            5,100
              
            +5.37
            5 years 866
            5,410
              
            +6.90
            Total Volatility             		7,856 +5.75 5,100 +5.37 5,410 +6.90
            Negative Volatility
            1 year 1,764
            8,454
              
            +3.92
            3 years 1,281
            4,931
              
            +3.39
            5 years 866
            5,152
              
            +4.92
            Negative Volatility             		8,454 +3.92 4,931 +3.39 5,152 +4.92
            Sharpe Index
            1 year 1,764
            7,443
              
            +0.90
            3 years 1,281
            8,851
              
            +0.50
            5 years 866
            8,589
              
            +0.21
            Sharpe Index             		7,443 +0.90 8,851 +0.50 8,589 +0.21
            Sortino Index
            1 year 1,764
            7,839
              
            +1.33
            3 years 1,281
            9,023
              
            +0.79
            5 years 866
            8,706
              
            +0.29
            Sortino Index             		7,839 +1.33 9,023 +0.79 8,589 +0.29

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            320
              
            +6.92
            3 years 1,281
            453
              
            +15.10
            5 years 866
            407
              
            +8.57
            Performance             		320 +6.92 453 +15.10 407 +8.57
            Total Volatility
            1 year 1,764
            815
              
            +5.75
            3 years 1,281
            504
              
            +5.37
            5 years 866
            423
              
            +6.90
            Total Volatility             		815 +5.75 504 +5.37 423 +6.90
            Negative Volatility
            1 year 1,764
            816
              
            +3.92
            3 years 1,281
            509
              
            +3.39
            5 years 866
            444
              
            +4.92
            Negative Volatility             		816 +3.92 509 +3.39 444 +4.92
            Sharpe Index
            1 year 1,764
            498
              
            +0.90
            3 years 1,281
            521
              
            +0.50
            5 years 866
            422
              
            +0.21
            Sharpe Index             		498 +0.90 521 +0.50 422 +0.21
            Sortino Index
            1 year 1,764
            511
              
            +1.33
            3 years 1,281
            525
              
            +0.79
            5 years 866
            431
              
            +0.29
            Sortino Index             		511 +1.33 525 +0.79 431 +0.29

            Italian Funds - Amundi Esg Selection Bilanciato: Performance, Terms, Fees, Risk, Rating


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