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            Trend

            Last Previous Currency Date Chng
            5.237 5.233 EUR 26/05/18 +0.08

            Terms

            Isin IT0005161929
            Contract Type N.D.
            Currency EUR
            Class P
            Risk Class 2
            Assogestioni Category Obb. Flessibili
            Declared Benchmark N.Av.
            Start Date 16/02/15
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -0.25
            Ytd +0.04
            1 year +1.55
            3 years +10.53
            5 years +5.27
            Yearly
            04/30/2025 +2.93
            04/30/2024 +4.24
            04/30/2023 +4.27
            04/30/2022 -5.44
            04/30/2021 -0.78
            Rating
            Score
            40.8005

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0.6
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            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 0.6
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.08
            1 week -0.10
            1 month -0.25
            3 months -0.57
            6 months +0.27
            From the beginning of the year +0.04
            1 year +1.55
            2 years +6.51
            3 years +10.53
            4 years +9.54
            5 years +5.27
            Yearly
            04/30/2025 +2.93
            04/30/2024 +4.24
            04/30/2023 +4.27
            04/30/2022 -5.44
            04/30/2021 -0.78


            Rating
            Rating Rating Rating
            Score
            40.8005

            Efficiency Indicators

            Sharpe 1 year -0.2445
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.2254
            Benchmark 3 years N.Av.
            Sharpe 5 years -0.4382
            Benchmark 5 years N.Av.
            Sortino 1 year -0.2621
            Benchmark 1 year N.Av.
            Sortino 3 years 0.3052
            Benchmark 3 years N.Av.
            Sortino 5 years -0.5741
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +1.66
            3 years +1.39
            5 years +1.97
            Negative Volatility
            1 year +1.55
            3 years +1.02
            5 years +1.51

            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 - 26/04/30

            Relative

            Sharpe 0.2254
            Sortino 0.3052
            Bull Market N.Av.
            Bear Market N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 2

            General

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            18,133
              
            +1.59
            3 years 1,284
            14,952
              
            +10.40
            5 years 871
            11,899
              
            +5.06
            Performance             		18,133 +1.59 14,952 +10.40 11,899 +5.06
            Total Volatility
            1 year 1,765
            922
              
            +1.66
            3 years 1,284
            359
              
            +1.39
            5 years 871
            350
              
            +1.97
            Total Volatility             		922 +1.66 359 +1.39 350 +1.97
            Negative Volatility
            1 year 1,765
            1,209
              
            +1.55
            3 years 1,284
            459
              
            +1.02
            5 years 871
            350
              
            +1.51
            Negative Volatility             		1,209 +1.55 459 +1.02 350 +1.51
            Sharpe Index
            1 year 1,765
            19,457
              
            -0.24
            3 years 1,284
            13,908
              
            +0.23
            5 years 871
            15,918
              
            -0.44
            Sharpe Index             		19,457 -0.24 13,908 +0.23 15,918 -0.44
            Sortino Index
            1 year 1,765
            19,212
              
            -0.26
            3 years 1,284
            14,107
              
            +0.31
            5 years 871
            15,960
              
            -0.57
            Sortino Index             		19,212 -0.26 14,107 +0.31 15,918 -0.57

            By Category

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            674
              
            +1.59
            3 years 1,284
            419
              
            +10.40
            5 years 871
            277
              
            +5.06
            Performance             		674 +1.59 419 +10.40 277 +5.06
            Total Volatility
            1 year 1,765
            177
              
            +1.66
            3 years 1,284
            37
              
            +1.39
            5 years 871
            30
              
            +1.97
            Total Volatility             		177 +1.66 37 +1.39 30 +1.97
            Negative Volatility
            1 year 1,765
            196
              
            +1.55
            3 years 1,284
            73
              
            +1.02
            5 years 871
            30
              
            +1.51
            Negative Volatility             		196 +1.55 73 +1.02 30 +1.51
            Sharpe Index
            1 year 1,765
            768
              
            -0.24
            3 years 1,284
            392
              
            +0.23
            5 years 871
            494
              
            -0.44
            Sharpe Index             		768 -0.24 392 +0.23 494 -0.44
            Sortino Index
            1 year 1,765
            753
              
            -0.26
            3 years 1,284
            398
              
            +0.31
            5 years 871
            503
              
            -0.57
            Sortino Index             		753 -0.26 398 +0.31 503 -0.57

            Italian Funds - Arca Risparmio P: Performance, Terms, Fees, Risk, Rating


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