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            Trend

            Last Previous Currency Date Chng
            8.829 8.545 EUR 26/04/01 +3.32

            Terms

            Isin IT0005245268
            Contract Type N.D.
            Currency EUR
            Class B
            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 -6.46
            Ytd -4.76
            1 year +13.06
            3 years +26.53
            5 years +42.98
            Yearly
            02/28/2025 +23.55
            02/29/2024 +3.92
            02/28/2023 +15.89
            02/28/2022 -16.53
            02/28/2021 +34.68
            Rating
            Score
            25.8372

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2.1
            Reimbursement 2,1%
            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: 0,0000 - Max: 0,0000
            Management 2.1
            Reimbursement 2,1%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +3.32
            1 week +3.71
            1 month -6.46
            3 months -4.76
            6 months -0.15
            From the beginning of the year -4.76
            1 year +13.06
            2 years +16.42
            3 years +26.53
            4 years +32.55
            5 years +42.98
            Yearly
            02/28/2025 +23.55
            02/29/2024 +3.92
            02/28/2023 +15.89
            02/28/2022 -16.53
            02/28/2021 +34.68


            Rating
            Rating Rating
            Score
            25.8372

            Efficiency Indicators

            Sharpe 1 year 1.5861
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.815
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7321
            Benchmark 5 years N.Av.
            Sortino 1 year 3.771
            Benchmark 1 year N.Av.
            Sortino 3 years 1.4621
            Benchmark 3 years N.Av.
            Sortino 5 years 1.1884
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +10.14
            3 years +10.68
            5 years +14.45
            Negative Volatility
            1 year +4.28
            3 years +5.96
            5 years +8.87

            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 0.815
            Sortino 1.4621
            Bull Market +3.28
            Bear Market -3.35
            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
            3,648
              
            +17.46
            3 years 1,281
            5,371
              
            +35.97
            5 years 866
            2,346
              
            +67.24
            Performance             		3,648 +17.46 5,371 +35.97 2,346 +67.24
            Total Volatility
            1 year 1,764
            14,421
              
            +10.14
            3 years 1,281
            13,026
              
            +10.68
            5 years 866
            13,627
              
            +14.45
            Total Volatility             		14,421 +10.14 13,026 +10.68 13,627 +14.45
            Negative Volatility
            1 year 1,764
            9,012
              
            +4.28
            3 years 1,281
            11,821
              
            +5.96
            5 years 866
            12,714
              
            +8.87
            Negative Volatility             		9,012 +4.28 11,821 +5.96 12,714 +8.87
            Sharpe Index
            1 year 1,764
            3,107
              
            +1.59
            3 years 1,281
            4,660
              
            +0.82
            5 years 866
            2,322
              
            +0.73
            Sharpe Index             		3,107 +1.59 4,660 +0.82 2,322 +0.73
            Sortino Index
            1 year 1,764
            2,489
              
            +3.77
            3 years 1,281
            4,441
              
            +1.46
            5 years 866
            2,320
              
            +1.19
            Sortino Index             		2,489 +3.77 4,441 +1.46 2,322 +1.19

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            75
              
            +17.46
            3 years 1,281
            64
              
            +35.97
            5 years 866
            57
              
            +67.24
            Performance             		75 +17.46 64 +35.97 57 +67.24
            Total Volatility
            1 year 1,764
            60
              
            +10.14
            3 years 1,281
            22
              
            +10.68
            5 years 866
            25
              
            +14.45
            Total Volatility             		60 +10.14 22 +10.68 25 +14.45
            Negative Volatility
            1 year 1,764
            69
              
            +4.28
            3 years 1,281
            46
              
            +5.96
            5 years 866
            52
              
            +8.87
            Negative Volatility             		69 +4.28 46 +5.96 52 +8.87
            Sharpe Index
            1 year 1,764
            75
              
            +1.59
            3 years 1,281
            64
              
            +0.82
            5 years 866
            59
              
            +0.73
            Sharpe Index             		75 +1.59 64 +0.82 59 +0.73
            Sortino Index
            1 year 1,764
            75
              
            +3.77
            3 years 1,281
            64
              
            +1.46
            5 years 866
            58
              
            +1.19
            Sortino Index             		75 +3.77 64 +1.46 58 +1.19

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


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