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            Trend

            Last Previous Currency Date Chng
            8.969 8.681 EUR 26/04/01 +3.32

            Terms

            Isin IT0005245243
            Contract Type N.D.
            Currency EUR
            Class A
            Risk Class 4
            Assogestioni Category Azionari Italia
            Declared Benchmark 70% FTSE Italia Mid Cap TR; 30% FTSE MIB
            Start Date 17/03/27
            Advisor Name Cristina Matti
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -6.44
            Ytd -4.70
            1 year +13.33
            3 years +27.49
            5 years +44.15
            Yearly
            02/28/2025 +23.86
            02/29/2024 +4.17
            02/28/2023 +16.20
            02/28/2022 -16.33
            02/28/2021 +34.42
            Rating
            Score
            26.5279

            Company

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

            Costs

            Entrance (ACP) Min: 2,0000 - Max: 2,0000
            Management 1.85
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial 50,0000 EUR
            Integrative 50,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 50,0000

            Costs

            Entrance (ACP) Min: 2,0000 - Max: 2,0000
            Management 1.85
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +3.32
            1 week +3.71
            1 month -6.44
            3 months -4.70
            6 months -0.02
            From the beginning of the year -4.70
            1 year +13.33
            2 years +17.00
            3 years +27.49
            4 years +33.89
            5 years +44.15
            Yearly
            02/28/2025 +23.86
            02/29/2024 +4.17
            02/28/2023 +16.20
            02/28/2022 -16.33
            02/28/2021 +34.42


            Rating
            Rating Rating
            Score
            26.5279

            Efficiency Indicators

            Sharpe 1 year 1.6095
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.8384
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7432
            Benchmark 5 years N.Av.
            Sortino 1 year 3.8449
            Benchmark 1 year N.Av.
            Sortino 3 years 1.5136
            Benchmark 3 years N.Av.
            Sortino 5 years 1.21
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +10.15
            3 years +10.69
            5 years +14.45
            Negative Volatility
            1 year +4.27
            3 years +5.93
            5 years +8.85

            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 0.8384
            Sortino 1.5136
            Bull Market +3.29
            Bear Market -3.32
            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
            3,589
              
            +17.74
            3 years 1,281
            5,209
              
            +36.98
            5 years 866
            2,245
              
            +68.59
            Performance             		3,589 +17.74 5,209 +36.98 2,245 +68.59
            Total Volatility
            1 year 1,764
            14,428
              
            +10.15
            3 years 1,281
            13,031
              
            +10.69
            5 years 866
            13,635
              
            +14.45
            Total Volatility             		14,428 +10.15 13,031 +10.69 13,635 +14.45
            Negative Volatility
            1 year 1,764
            8,993
              
            +4.27
            3 years 1,281
            11,746
              
            +5.93
            5 years 866
            12,670
              
            +8.85
            Negative Volatility             		8,993 +4.27 11,746 +5.93 12,670 +8.85
            Sharpe Index
            1 year 1,764
            2,979
              
            +1.61
            3 years 1,281
            4,398
              
            +0.84
            5 years 866
            2,217
              
            +0.74
            Sharpe Index             		2,979 +1.61 4,398 +0.84 2,217 +0.74
            Sortino Index
            1 year 1,764
            2,425
              
            +3.84
            3 years 1,281
            4,219
              
            +1.51
            5 years 866
            2,223
              
            +1.21
            Sortino Index             		2,425 +3.84 4,219 +1.51 2,217 +1.21

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            74
              
            +17.74
            3 years 1,281
            63
              
            +36.98
            5 years 866
            56
              
            +68.59
            Performance             		74 +17.74 63 +36.98 56 +68.59
            Total Volatility
            1 year 1,764
            61
              
            +10.15
            3 years 1,281
            23
              
            +10.69
            5 years 866
            27
              
            +14.45
            Total Volatility             		61 +10.15 23 +10.69 27 +14.45
            Negative Volatility
            1 year 1,764
            68
              
            +4.27
            3 years 1,281
            44
              
            +5.93
            5 years 866
            51
              
            +8.85
            Negative Volatility             		68 +4.27 44 +5.93 51 +8.85
            Sharpe Index
            1 year 1,764
            74
              
            +1.61
            3 years 1,281
            62
              
            +0.84
            5 years 866
            57
              
            +0.74
            Sharpe Index             		74 +1.61 62 +0.84 57 +0.74
            Sortino Index
            1 year 1,764
            74
              
            +3.84
            3 years 1,281
            63
              
            +1.51
            5 years 866
            55
              
            +1.21
            Sortino Index             		74 +3.84 63 +1.51 55 +1.21

            Italian Funds - Amundi Sviluppo Attivo Italia A Cap Eur: Performance, Terms, Fees, Risk, Rating


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