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            Trend

            Last Previous Currency Date Chng
            12.407 12.007 EUR 26/04/01 +3.33

            Terms

            Isin IT0004253800
            Contract Type N.D.
            Currency EUR
            Class B
            Risk Class 4
            Assogestioni Category Azionari Italia
            Declared Benchmark 75% FTSE MIB; 25% FTSE Italia Mid Cap; 25% FTSE Italia STAR
            Start Date 16/05/09
            Advisor Name Elena Ferrarese
            Fund Asset Under Management 56,6000  at 26/03/19

            Performance

            Cumulatives
            1 month -4.85
            Ytd -2.67
            1 year +16.24
            3 years +46.46
            5 years +62.91
            Yearly
            02/28/2025 +29.23
            02/29/2024 +8.12
            02/28/2023 +21.82
            02/28/2022 -16.95
            02/28/2021 +30.81
            Rating
            Score
            38.1388

            Company

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

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 1.85
            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: 3,0000 - Max: 3,0000
            Management 1.85
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +3.33
            1 week +3.58
            1 month -4.85
            3 months -2.67
            6 months +2.00
            From the beginning of the year -2.67
            1 year +16.24
            2 years +25.84
            3 years +46.46
            4 years +55.34
            5 years +62.91
            Yearly
            02/28/2025 +29.23
            02/29/2024 +8.12
            02/28/2023 +21.82
            02/28/2022 -16.95
            02/28/2021 +30.81


            Rating
            Rating Rating Rating
            Score
            38.1388

            Efficiency Indicators

            Sharpe 1 year 1.847
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.168
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.8509
            Benchmark 5 years N.Av.
            Sortino 1 year 5.1428
            Benchmark 1 year N.Av.
            Sortino 3 years 2.3546
            Benchmark 3 years N.Av.
            Sortino 5 years 1.4345
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +10.22
            3 years +10.97
            5 years +14.45
            Negative Volatility
            1 year +3.68
            3 years +5.44
            5 years +8.55

            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 1.168
            Sortino 2.3546
            Bull Market +5.02
            Bear Market -3.77
            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
            3,111
              
            +19.92
            3 years 1,281
            2,398
              
            +54.55
            5 years 866
            1,185
              
            +84.69
            Performance             		3,111 +19.92 2,398 +54.55 1,185 +84.69
            Total Volatility
            1 year 1,764
            14,510
              
            +10.22
            3 years 1,281
            13,460
              
            +10.97
            5 years 866
            13,636
              
            +14.45
            Total Volatility             		14,510 +10.22 13,460 +10.97 13,636 +14.45
            Negative Volatility
            1 year 1,764
            8,046
              
            +3.68
            3 years 1,281
            10,639
              
            +5.44
            5 years 866
            12,152
              
            +8.55
            Negative Volatility             		8,046 +3.68 10,639 +5.44 12,152 +8.55
            Sharpe Index
            1 year 1,764
            2,153
              
            +1.85
            3 years 1,281
            1,535
              
            +1.17
            5 years 866
            1,307
              
            +0.85
            Sharpe Index             		2,153 +1.85 1,535 +1.17 1,307 +0.85
            Sortino Index
            1 year 1,764
            1,575
              
            +5.14
            3 years 1,281
            1,340
              
            +2.35
            5 years 866
            1,260
              
            +1.43
            Sortino Index             		1,575 +5.14 1,340 +2.35 1,307 +1.43

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            67
              
            +19.92
            3 years 1,281
            53
              
            +54.55
            5 years 866
            51
              
            +84.69
            Performance             		67 +19.92 53 +54.55 51 +84.69
            Total Volatility
            1 year 1,764
            62
              
            +10.22
            3 years 1,281
            28
              
            +10.97
            5 years 866
            28
              
            +14.45
            Total Volatility             		62 +10.22 28 +10.97 28 +14.45
            Negative Volatility
            1 year 1,764
            65
              
            +3.68
            3 years 1,281
            41
              
            +5.44
            5 years 866
            43
              
            +8.55
            Negative Volatility             		65 +3.68 41 +5.44 43 +8.55
            Sharpe Index
            1 year 1,764
            69
              
            +1.85
            3 years 1,281
            50
              
            +1.17
            5 years 866
            52
              
            +0.85
            Sharpe Index             		69 +1.85 50 +1.17 52 +0.85
            Sortino Index
            1 year 1,764
            65
              
            +5.14
            3 years 1,281
            51
              
            +2.35
            5 years 866
            50
              
            +1.43
            Sortino Index             		65 +5.14 51 +2.35 50 +1.43

            Italian Funds - Amundi Crescita Pir B: Performance, Terms, Fees, Risk, Rating


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