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Arca Economia Reale Equity Italia Pir
8.68
+1.96%
Currency: EUR
Date: 26/03/27
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 8.68 | 8.513 | EUR | 26/03/27 | +1.96 |
Terms
| Isin | IT0005246993 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | PIR |
| Risk Class | 4 |
| Assogestioni Category | Azionari Italia |
| Declared Benchmark | 85% FTSE Italia STAR; 10% FTSE Italia Growth; 5% ICE BofAML Euro Treasury Bill TR EUR Index |
| Start Date | 17/05/02 |
| Advisor Name | Settimio Stigliano; Elia Kuhnreich |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | -11.49 |
| Ytd | -11.99 |
| 1 year | -3.07 |
| 3 years | -10.12 |
| 5 years | -6.68 |
| Yearly | |
|---|---|
| 02/28/2025 | +7.82 |
| 02/29/2024 | -5.48 |
| 02/28/2023 | +3.57 |
| 02/28/2022 | -25.27 |
| 02/28/2021 | +47.42 |
| Rating |
|---|
|
| Score |
|---|
| 2.3911 |
Company
Arca Sgr Spa
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Costs
| Entrance (ACP) | Min: 4,0000 - Max: 4,0000 |
| Management | 2 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 5000,0000 EUR |
| Integrative | 100,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 5000,0000 |
Costs
| Entrance (ACP) | Min: 4,0000 - Max: 4,0000 |
| Management | 2 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +1.96 |
| 1 week | +1.96 |
| 1 month | -11.49 |
| 3 months | -11.99 |
| 6 months | -9.35 |
| From the beginning of the year | -11.99 |
| 1 year | -3.07 |
| 2 years | -9.23 |
| 3 years | -10.12 |
| 4 years | -19.24 |
| 5 years | -6.68 |
| Yearly | |
|---|---|
| 02/28/2025 | +7.82 |
| 02/29/2024 | -5.48 |
| 02/28/2023 | +3.57 |
| 02/28/2022 | -25.27 |
| 02/28/2021 | +47.42 |
| Rating |
|---|
|
|
| Score |
|---|
| 2.3911 |
Efficiency Indicators
| Sharpe 1 year | 0.5187 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | -0.1294 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.1984 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 1.1516 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | -0.2077 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.2945 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +12.24 |
| 3 years | +12.62 |
| 5 years | +15.31 |
| Negative Volatility | |
|---|---|
| 1 year | +5.57 |
| 3 years | +7.81 |
| 5 years | +10.19 |
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 | -0.1294 |
| Sortino | -0.2077 |
| Bull Market | +0.08 |
| Bear Market | -0.21 |
| 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
8,298
+6.69
3 years 1,281
18,716
-0.82
5 years 866
10,371
+11.70
|
8,298 | +6.69 | 18,716 | -0.82 | 10,371 | +11.70 |
|
Total Volatility
1 year 1,764
16,568
+12.24
3 years 1,281
15,854
+12.62
5 years 866
14,559
+15.31
|
16,568 | +12.24 | 15,854 | +12.62 | 14,559 | +15.31 |
|
Negative Volatility
1 year 1,764
11,039
+5.57
3 years 1,281
15,421
+7.81
5 years 866
14,530
+10.19
|
11,039 | +5.57 | 15,421 | +7.81 | 14,530 | +10.19 |
|
Sharpe Index
1 year 1,764
10,278
+0.52
3 years 1,281
16,902
-0.13
5 years 866
8,806
+0.20
|
10,278 | +0.52 | 16,902 | -0.13 | 8,806 | +0.20 |
|
Sortino Index
1 year 1,764
8,607
+1.15
3 years 1,281
17,091
-0.21
5 years 866
8,641
+0.29
|
8,607 | +1.15 | 17,091 | -0.21 | 8,806 | +0.29 |
By Category
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
80
+6.69
3 years 1,281
79
-0.82
5 years 866
75
+11.70
|
80 | +6.69 | 79 | -0.82 | 75 | +11.70 |
|
Total Volatility
1 year 1,764
77
+12.24
3 years 1,281
72
+12.62
5 years 866
61
+15.31
|
77 | +12.24 | 72 | +12.62 | 61 | +15.31 |
|
Negative Volatility
1 year 1,764
77
+5.57
3 years 1,281
71
+7.81
5 years 866
76
+10.19
|
77 | +5.57 | 71 | +7.81 | 76 | +10.19 |
|
Sharpe Index
1 year 1,764
80
+0.52
3 years 1,281
80
-0.13
5 years 866
78
+0.20
|
80 | +0.52 | 80 | -0.13 | 78 | +0.20 |
|
Sortino Index
1 year 1,764
79
+1.15
3 years 1,281
80
-0.21
5 years 866
78
+0.29
|
79 | +1.15 | 80 | -0.21 | 78 | +0.29 |
Data provided by 