Amundi Crescita Pir A
9.452
+3.33%
Currency: EUR
Date: 26/04/01
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 9.452 | 9.147 | EUR | 26/04/01 | +3.33 |
Terms
| Isin | IT0005189128 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | A |
| Risk Class | 4 |
| Assogestioni Category | Azionari Italia |
| Declared Benchmark | 75% FTSE MIB; 25% FTSE Italia Mid Cap; 25% FTSE Italia STAR |
| Start Date | 16/07/11 |
| Advisor Name | Elena Ferrarese |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | -4.73 |
| Ytd | -2.30 |
| 1 year | +17.93 |
| 3 years | +52.95 |
| 5 years | +75.79 |
| Yearly | |
|---|---|
| 02/28/2025 | +31.10 |
| 02/29/2024 | +9.69 |
| 02/28/2023 | +23.59 |
| 02/28/2022 | -15.73 |
| 02/28/2021 | +33.14 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Company
Amundi Sgr
VIA CERNAIA 8/10 20121 - MILANO
Tel. +39-0200651
VIA CERNAIA 8/10 20121 - MILANO
Tel. +39-0200651
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 0.4 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 100000,0000 EUR |
| Integrative | 500,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 100000,0000 |
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 0.4 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +3.33 |
| 1 week | +3.61 |
| 1 month | -4.73 |
| 3 months | -2.30 |
| 6 months | +2.74 |
| From the beginning of the year | -2.30 |
| 1 year | +17.93 |
| 2 years | +29.57 |
| 3 years | +52.95 |
| 4 years | +64.58 |
| 5 years | +75.79 |
| Yearly | |
|---|---|
| 02/28/2025 | +31.10 |
| 02/29/2024 | +9.69 |
| 02/28/2023 | +23.59 |
| 02/28/2022 | -15.73 |
| 02/28/2021 | +33.14 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 1.9919 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 1.2982 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.953 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 5.8294 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 2.7282 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.6501 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +10.21 |
| 3 years | +10.99 |
| 5 years | +14.51 |
| Negative Volatility | |
|---|---|
| 1 year | +3.50 |
| 3 years | +5.23 |
| 5 years | +8.36 |
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 | 1.2982 |
| Sortino | 2.7282 |
| Bull Market | +5.28 |
| Bear Market | -3.65 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| 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
N.C.
+21.67
3 years 1,281
N.C.
+61.37
5 years 866
N.C.
+99.18
|
N.C. | +21.67 | N.C. | +61.37 | N.C. | +99.18 |
|
Total Volatility
1 year 1,764
N.C.
+10.21
3 years 1,281
N.C.
+10.99
5 years 866
N.C.
+14.51
|
N.C. | +10.21 | N.C. | +10.99 | N.C. | +14.51 |
|
Negative Volatility
1 year 1,764
N.C.
+3.50
3 years 1,281
N.C.
+5.23
5 years 866
N.C.
+8.36
|
N.C. | +3.50 | N.C. | +5.23 | N.C. | +8.36 |
|
Sharpe Index
1 year 1,764
N.C.
+1.99
3 years 1,281
N.C.
+1.30
5 years 866
N.C.
+0.95
|
N.C. | +1.99 | N.C. | +1.30 | N.C. | +0.95 |
|
Sortino Index
1 year 1,764
N.C.
+5.83
3 years 1,281
N.C.
+2.73
5 years 866
N.C.
+1.65
|
N.C. | +5.83 | N.C. | +2.73 | N.C. | +1.65 |
By Category
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
N.C.
+21.67
3 years 1,281
N.C.
+61.37
5 years 866
N.C.
+99.18
|
N.C. | +21.67 | N.C. | +61.37 | N.C. | +99.18 |
|
Total Volatility
1 year 1,764
N.C.
+10.21
3 years 1,281
N.C.
+10.99
5 years 866
N.C.
+14.51
|
N.C. | +10.21 | N.C. | +10.99 | N.C. | +14.51 |
|
Negative Volatility
1 year 1,764
N.C.
+3.50
3 years 1,281
N.C.
+5.23
5 years 866
N.C.
+8.36
|
N.C. | +3.50 | N.C. | +5.23 | N.C. | +8.36 |
|
Sharpe Index
1 year 1,764
N.C.
+1.99
3 years 1,281
N.C.
+1.30
5 years 866
N.C.
+0.95
|
N.C. | +1.99 | N.C. | +1.30 | N.C. | +0.95 |
|
Sortino Index
1 year 1,764
N.C.
+5.83
3 years 1,281
N.C.
+2.73
5 years 866
N.C.
+1.65
|
N.C. | +5.83 | N.C. | +2.73 | N.C. | +1.65 |
