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            Trend

            Last Previous Currency Date Chng
            9.834 9.517 EUR 26/04/01 +3.33

            Terms

            Isin IT0005243289
            Contract Type N.D.
            Currency EUR
            Class P
            Risk Class 4
            Assogestioni Category Azionari Italia
            Declared Benchmark 75% FTSE MIB; 25% FTSE Italia Mid Cap; 25% FTSE Italia STAR
            Start Date 17/04/27
            Advisor Name Elena Ferrarese
            Fund Asset Under Management 109,0000  at 26/03/19

            Performance

            Cumulatives
            1 month -4.86
            Ytd -2.67
            1 year +16.23
            3 years +46.45
            5 years +62.90
            Yearly
            02/28/2025 +29.22
            02/29/2024 +8.13
            02/28/2023 +21.80
            02/28/2022 -16.94
            02/28/2021 +30.82
            Rating
            Score
            38.1468

            Company

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

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 1.85
            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: 3,0000 - Max: 3,0000
            Management 1.85
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +3.33
            1 week +3.57
            1 month -4.86
            3 months -2.67
            6 months +1.99
            From the beginning of the year -2.67
            1 year +16.23
            2 years +25.83
            3 years +46.45
            4 years +55.33
            5 years +62.90
            Yearly
            02/28/2025 +29.22
            02/29/2024 +8.13
            02/28/2023 +21.80
            02/28/2022 -16.94
            02/28/2021 +30.82


            Rating
            Rating Rating Rating
            Score
            38.1468

            Efficiency Indicators

            Sharpe 1 year 1.8454
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.168
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.8508
            Benchmark 5 years N.Av.
            Sortino 1 year 5.136
            Benchmark 1 year N.Av.
            Sortino 3 years 2.3548
            Benchmark 3 years N.Av.
            Sortino 5 years 1.4344
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +10.22
            3 years +10.96
            5 years +14.45
            Negative Volatility
            1 year +3.69
            3 years +5.44
            5 years +8.54

            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 1.168
            Sortino 2.3548
            Bull Market +5.02
            Bear Market -3.77
            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
            3,110
              
            +19.92
            3 years 1,281
            2,397
              
            +54.55
            5 years 866
            1,184
              
            +84.70
            Performance             		3,110 +19.92 2,397 +54.55 1,184 +84.70
            Total Volatility
            1 year 1,764
            14,516
              
            +10.22
            3 years 1,281
            13,454
              
            +10.96
            5 years 866
            13,634
              
            +14.45
            Total Volatility             		14,516 +10.22 13,454 +10.96 13,634 +14.45
            Negative Volatility
            1 year 1,764
            8,051
              
            +3.69
            3 years 1,281
            10,630
              
            +5.44
            5 years 866
            12,146
              
            +8.54
            Negative Volatility             		8,051 +3.69 10,630 +5.44 12,146 +8.54
            Sharpe Index
            1 year 1,764
            2,160
              
            +1.85
            3 years 1,281
            1,536
              
            +1.17
            5 years 866
            1,308
              
            +0.85
            Sharpe Index             		2,160 +1.85 1,536 +1.17 1,308 +0.85
            Sortino Index
            1 year 1,764
            1,577
              
            +5.14
            3 years 1,281
            1,339
              
            +2.35
            5 years 866
            1,261
              
            +1.43
            Sortino Index             		1,577 +5.14 1,339 +2.35 1,308 +1.43

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            66
              
            +19.92
            3 years 1,281
            52
              
            +54.55
            5 years 866
            50
              
            +84.70
            Performance             		66 +19.92 52 +54.55 50 +84.70
            Total Volatility
            1 year 1,764
            63
              
            +10.22
            3 years 1,281
            26
              
            +10.96
            5 years 866
            26
              
            +14.45
            Total Volatility             		63 +10.22 26 +10.96 26 +14.45
            Negative Volatility
            1 year 1,764
            66
              
            +3.69
            3 years 1,281
            40
              
            +5.44
            5 years 866
            42
              
            +8.54
            Negative Volatility             		66 +3.69 40 +5.44 42 +8.54
            Sharpe Index
            1 year 1,764
            71
              
            +1.85
            3 years 1,281
            51
              
            +1.17
            5 years 866
            53
              
            +0.85
            Sharpe Index             		71 +1.85 51 +1.17 53 +0.85
            Sortino Index
            1 year 1,764
            66
              
            +5.14
            3 years 1,281
            50
              
            +2.35
            5 years 866
            51
              
            +1.43
            Sortino Index             		66 +5.14 50 +2.35 51 +1.43

            Italian Funds - Amundi Crescita Pir P (Pir): Performance, Terms, Fees, Risk, Rating


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