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            Trend

            Last Previous Currency Date Chng
            9.955 9.98 EUR 25/12/16 -0.25

            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 N.Av.

            Performance

            Cumulatives
            1 month +1.58
            Ytd +27.32
            1 year +25.84
            3 years +67.48
            5 years +84.59
            Yearly
            11/30/2024 +8.13
            11/30/2023 +21.80
            11/30/2022 -16.94
            11/30/2021 +30.82
            11/30/2020 -2.83
            Rating
            Score
            25.9788

            Company

            Amundi Sgr
            VIA CERNAIA 8/10 20121 - MILANO (MI)
            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 -0.25
            1 week +1.14
            1 month +1.58
            3 months +4.82
            6 months +10.29
            From the beginning of the year +27.32
            1 year +25.84
            2 years +38.57
            3 years +67.48
            4 years +42.21
            5 years +84.59
            Yearly
            11/30/2024 +8.13
            11/30/2023 +21.80
            11/30/2022 -16.94
            11/30/2021 +30.82
            11/30/2020 -2.83


            Rating
            Rating Rating
            Score
            25.9788

            Efficiency Indicators

            Sharpe 1 year 1.7034
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.2386
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.9037
            Benchmark 5 years N.Av.
            Sortino 1 year 5.698
            Benchmark 1 year N.Av.
            Sortino 3 years 2.7665
            Benchmark 3 years N.Av.
            Sortino 5 years 1.7145
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +11.69
            3 years +12.58
            5 years +16.24
            Negative Volatility
            1 year +3.51
            3 years +5.63
            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 - 25/11/28

            Relative

            Sharpe 1.2386
            Sortino 2.7665
            Bull Market +8.86
            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 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            565
              
            +28.17
            3 years 1,244
            999
              
            +60.30
            5 years 845
            1,296
              
            +82.68
            Performance             		565 +28.17 999 +60.30 1,296 +82.68
            Total Volatility
            1 year 1,719
            15,093
              
            +11.69
            3 years 1,244
            14,168
              
            +12.58
            5 years 845
            14,479
              
            +16.24
            Total Volatility             		15,093 +11.69 14,168 +12.58 14,479 +16.24
            Negative Volatility
            1 year 1,719
            7,103
              
            +3.51
            3 years 1,244
            10,131
              
            +5.63
            5 years 845
            12,148
              
            +8.54
            Negative Volatility             		7,103 +3.51 10,131 +5.63 12,148 +8.54
            Sharpe Index
            1 year 1,719
            1,811
              
            +1.70
            3 years 1,244
            1,275
              
            +1.24
            5 years 845
            1,585
              
            +0.90
            Sharpe Index             		1,811 +1.70 1,275 +1.24 1,585 +0.90
            Sortino Index
            1 year 1,719
            785
              
            +5.70
            3 years 1,244
            1,055
              
            +2.77
            5 years 845
            1,187
              
            +1.71
            Sortino Index             		785 +5.70 1,055 +2.77 1,585 +1.71

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            58
              
            +28.17
            3 years 1,244
            51
              
            +60.30
            5 years 845
            52
              
            +82.68
            Performance             		58 +28.17 51 +60.30 52 +82.68
            Total Volatility
            1 year 1,719
            71
              
            +11.69
            3 years 1,244
            34
              
            +12.58
            5 years 845
            22
              
            +16.24
            Total Volatility             		71 +11.69 34 +12.58 22 +16.24
            Negative Volatility
            1 year 1,719
            66
              
            +3.51
            3 years 1,244
            40
              
            +5.63
            5 years 845
            42
              
            +8.54
            Negative Volatility             		66 +3.51 40 +5.63 42 +8.54
            Sharpe Index
            1 year 1,719
            73
              
            +1.70
            3 years 1,244
            52
              
            +1.24
            5 years 845
            53
              
            +0.90
            Sharpe Index             		73 +1.70 52 +1.24 53 +0.90
            Sortino Index
            1 year 1,719
            66
              
            +5.70
            3 years 1,244
            50
              
            +2.77
            5 years 845
            51
              
            +1.71
            Sortino Index             		66 +5.70 50 +2.77 51 +1.71

            Italian Funds - Amundi Selezione Attiva Italia P (Pir): Performance, Terms, Fees, Risk, Rating


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