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            Trend

            Last Previous Currency Date Chng
            6.168 6.178 EUR 26/04/13 -0.16

            Terms

            Isin IT0005252363
            Contract Type N.D.
            Currency EUR
            Class PIR
            Risk Class 3
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 17/04/27
            Advisor Name Team di gestione
            Fund Asset Under Management 250,5324  at 26/03/31

            Performance

            Cumulatives
            1 month +1.53
            Ytd -1.01
            1 year +9.21
            3 years +21.39
            5 years +16.44
            Yearly
            03/31/2025 +9.20
            03/31/2024 +6.97
            03/31/2023 +8.79
            03/31/2022 -10.38
            03/31/2021 +7.23
            Rating
            Score
            53.8494

            Company

            Bcc Risparmio&Previdenza Sgr
            Via Carlo Esterle 9/11 20132 - Milano
            Tel. +39-02-430281

            Costs

            Entrance (ACP) Min: 1,5000 - Max: 1,5000
            Management 1.3
            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: 1,5000 - Max: 1,5000
            Management 1.3
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.16
            1 week +1.21
            1 month +1.53
            3 months -1.55
            6 months +0.55
            From the beginning of the year -1.01
            1 year +9.21
            2 years +13.20
            3 years +21.39
            4 years +20.07
            5 years +16.44
            Yearly
            03/31/2025 +9.20
            03/31/2024 +6.97
            03/31/2023 +8.79
            03/31/2022 -10.38
            03/31/2021 +7.23


            Rating
            Rating Rating Rating Rating
            Score
            53.8494

            Efficiency Indicators

            Sharpe 1 year 0.4628
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6764
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.188
            Benchmark 5 years N.Av.
            Sortino 1 year 0.5585
            Benchmark 1 year N.Av.
            Sortino 3 years 1.0233
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2608
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +4.99
            3 years +4.41
            5 years +5.64
            Negative Volatility
            1 year +4.13
            3 years +2.91
            5 years +4.07

            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 - 26/03/31

            Relative

            Sharpe 0.6764
            Sortino 1.0233
            Bull Market +1.24
            Bear Market -1.02
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            9,909
              
            +4.31
            3 years 1,281
            8,616
              
            +19.35
            5 years 867
            7,459
              
            +14.62
            Performance             		9,909 +4.31 8,616 +19.35 7,459 +14.62
            Total Volatility
            1 year 1,760
            5,984
              
            +4.99
            3 years 1,281
            3,252
              
            +4.41
            5 years 867
            2,394
              
            +5.64
            Total Volatility             		5,984 +4.99 3,252 +4.41 2,394 +5.64
            Negative Volatility
            1 year 1,760
            6,356
              
            +4.13
            3 years 1,281
            3,073
              
            +2.91
            5 years 867
            1,977
              
            +4.07
            Negative Volatility             		6,356 +4.13 3,073 +2.91 1,977 +4.07
            Sharpe Index
            1 year 1,760
            8,906
              
            +0.46
            3 years 1,281
            4,843
              
            +0.68
            5 years 867
            7,149
              
            +0.19
            Sharpe Index             		8,906 +0.46 4,843 +0.68 7,149 +0.19
            Sortino Index
            1 year 1,760
            9,463
              
            +0.56
            3 years 1,281
            5,300
              
            +1.02
            5 years 867
            7,271
              
            +0.26
            Sortino Index             		9,463 +0.56 5,300 +1.02 7,149 +0.26

            By Category

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            674
              
            +4.31
            3 years 1,281
            373
              
            +19.35
            5 years 867
            315
              
            +14.62
            Performance             		674 +4.31 373 +19.35 315 +14.62
            Total Volatility
            1 year 1,760
            452
              
            +4.99
            3 years 1,281
            230
              
            +4.41
            5 years 867
            220
              
            +5.64
            Total Volatility             		452 +4.99 230 +4.41 220 +5.64
            Negative Volatility
            1 year 1,760
            521
              
            +4.13
            3 years 1,281
            197
              
            +2.91
            5 years 867
            214
              
            +4.07
            Negative Volatility             		521 +4.13 197 +2.91 214 +4.07
            Sharpe Index
            1 year 1,760
            589
              
            +0.46
            3 years 1,281
            161
              
            +0.68
            5 years 867
            299
              
            +0.19
            Sharpe Index             		589 +0.46 161 +0.68 299 +0.19
            Sortino Index
            1 year 1,760
            619
              
            +0.56
            3 years 1,281
            175
              
            +1.02
            5 years 867
            301
              
            +0.26
            Sortino Index             		619 +0.56 175 +1.02 301 +0.26

            Italian Funds - Investiper Italia Pir25 Pir: Performance, Terms, Fees, Risk, Rating


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