8a+ Eiger Q
181.615
-0.37%
Currency: EUR
Date: 25/12/16
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 181.615 | 182.282 | EUR | 25/12/16 | -0.37 |
Terms
| Isin | IT0005114530 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | Q |
| Risk Class | 4 |
| Assogestioni Category | Azionari Area Euro |
| Declared Benchmark | 100% Euro Stoxx 50 TR |
| Start Date | 15/11/30 |
| Advisor Name | 8a+ Investimenti SGR |
| Fund Asset Under Management | 4,1531 at 25/11/28 |
Performance
| Cumulatives | |
|---|---|
| 1 month | +0.59 |
| Ytd | +21.80 |
| 1 year | +20.49 |
| 3 years | +70.91 |
| 5 years | +71.44 |
| Yearly | |
|---|---|
| 11/30/2024 | +8.12 |
| 11/30/2023 | +28.79 |
| 11/30/2022 | -15.39 |
| 11/30/2021 | +18.09 |
| 11/30/2020 | -7.59 |
| Rating |
|---|
|
| Score |
|---|
| 57.5975 |
Company
8a+ Investimenti Sgr
Piazza Monte Grappa n. 4 21100 - Varese
Tel. +39 0332251411
Piazza Monte Grappa n. 4 21100 - Varese
Tel. +39 0332251411
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 1 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 1,0000 EUR |
| Integrative | 1,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 1,0000 |
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 1 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | -0.37 |
| 1 week | +0.22 |
| 1 month | +0.59 |
| 3 months | +6.22 |
| 6 months | +9.98 |
| From the beginning of the year | +21.80 |
| 1 year | +20.49 |
| 2 years | +32.26 |
| 3 years | +70.91 |
| 4 years | +47.10 |
| 5 years | +71.44 |
| Yearly | |
|---|---|
| 11/30/2024 | +8.12 |
| 11/30/2023 | +28.79 |
| 11/30/2022 | -15.39 |
| 11/30/2021 | +18.09 |
| 11/30/2020 | -7.59 |
| Rating |
|---|
|
| Score |
|---|
| 57.5975 |
Efficiency Indicators
| Sharpe 1 year | 2.5179 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 1.2743 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.7971 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 8.3626 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 3.1435 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.5242 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +7.58 |
| 3 years | +13.05 |
| 5 years | +17.30 |
| Negative Volatility | |
|---|---|
| 1 year | +2.30 |
| 3 years | +5.28 |
| 5 years | +9.02 |
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. |
Relative
| Sharpe | 1.2743 |
| Sortino | 3.1435 |
| Bull Market | +13.04 |
| Bear Market | -2.50 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| 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
974
+23.16
3 years 1,244
832
+64.35
5 years 845
2,058
+69.44
|
974 | +23.16 | 832 | +64.35 | 2,058 | +69.44 |
|
Total Volatility
1 year 1,719
8,573
+7.58
3 years 1,244
14,806
+13.05
5 years 845
15,161
+17.30
|
8,573 | +7.58 | 14,806 | +13.05 | 15,161 | +17.30 |
|
Negative Volatility
1 year 1,719
4,700
+2.30
3 years 1,244
9,043
+5.28
5 years 845
12,988
+9.02
|
4,700 | +2.30 | 9,043 | +5.28 | 12,988 | +9.02 |
|
Sharpe Index
1 year 1,719
291
+2.52
3 years 1,244
1,127
+1.27
5 years 845
2,595
+0.80
|
291 | +2.52 | 1,127 | +1.27 | 2,595 | +0.80 |
|
Sortino Index
1 year 1,719
409
+8.36
3 years 1,244
742
+3.14
5 years 845
1,930
+1.52
|
409 | +8.36 | 742 | +3.14 | 2,595 | +1.52 |
By Category
| 1 year 1,719 | 3 years 1,244 | 5 years 845 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,719
28
+23.16
3 years 1,244
7
+64.35
5 years 845
50
+69.44
|
28 | +23.16 | 7 | +64.35 | 50 | +69.44 |
|
Total Volatility
1 year 1,719
5
+7.58
3 years 1,244
146
+13.05
5 years 845
148
+17.30
|
5 | +7.58 | 146 | +13.05 | 148 | +17.30 |
|
Negative Volatility
1 year 1,719
34
+2.30
3 years 1,244
38
+5.28
5 years 845
126
+9.02
|
34 | +2.30 | 38 | +5.28 | 126 | +9.02 |
|
Sharpe Index
1 year 1,719
5
+2.52
3 years 1,244
21
+1.27
5 years 845
81
+0.80
|
5 | +2.52 | 21 | +1.27 | 81 | +0.80 |
|
Sortino Index
1 year 1,719
28
+8.36
3 years 1,244
6
+3.14
5 years 845
68
+1.52
|
28 | +8.36 | 6 | +3.14 | 68 | +1.52 |
