Amundi Crescita Pir P (Pir)
11.649
-0.22%
Currency: EUR
Date: 26/06/22
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 11.649 | 11.675 | EUR | 26/06/22 | -0.22 |
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 | +6.55 |
| Ytd | +15.29 |
| 1 year | +31.39 |
| 3 years | +70.96 |
| 5 years | +80.63 |
| Yearly | |
|---|---|
| 05/31/2025 | +29.22 |
| 05/31/2024 | +8.13 |
| 05/31/2023 | +21.80 |
| 05/31/2022 | -16.94 |
| 05/31/2021 | +30.82 |
| Rating |
|---|
|
| Score |
|---|
| 32.7828 |
Company
Amundi Sgr
VIA CERNAIA 8/10 20121 - MILANO
Tel. +39-0200651
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 | -0.22 |
| 1 week | +0.74 |
| 1 month | +6.55 |
| 3 months | +26.78 |
| 6 months | +15.85 |
| From the beginning of the year | +15.29 |
| 1 year | +31.39 |
| 2 years | +49.86 |
| 3 years | +70.96 |
| 4 years | +108.39 |
| 5 years | +80.63 |
| Yearly | |
|---|---|
| 05/31/2025 | +29.22 |
| 05/31/2024 | +8.13 |
| 05/31/2023 | +21.80 |
| 05/31/2022 | -16.94 |
| 05/31/2021 | +30.82 |
| Rating |
|---|
|
| Score |
|---|
| 32.7828 |
Efficiency Indicators
| Sharpe 1 year | 1.3943 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.9474 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.6777 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 2.40 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.7312 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.0954 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +15.37 |
| 3 years | +13.01 |
| 5 years | +15.10 |
| Negative Volatility | |
|---|---|
| 1 year | +8.93 |
| 3 years | +7.14 |
| 5 years | +9.30 |
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. |
Relative
| Sharpe | 0.9474 |
| Sortino | 1.7312 |
| Bull Market | +5.02 |
| Bear Market | -7.92 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Risk Class | 4 |
General
| 1 year 1,783 | 3 years 1,283 | 5 years 877 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,783
4,722
+22.07
3 years 1,283
2,251
+67.81
5 years 877
1,529
+74.40
|
4,722 | +22.07 | 2,251 | +67.81 | 1,529 | +74.40 |
|
Total Volatility
1 year 1,783
18,308
+15.37
3 years 1,283
14,208
+13.01
5 years 877
13,600
+15.10
|
18,308 | +15.37 | 14,208 | +13.01 | 13,600 | +15.10 |
|
Negative Volatility
1 year 1,783
17,622
+8.93
3 years 1,283
12,009
+7.14
5 years 877
12,370
+9.30
|
17,622 | +8.93 | 12,009 | +7.14 | 12,370 | +9.30 |
|
Sharpe Index
1 year 1,783
6,279
+1.39
3 years 1,283
3,315
+0.95
5 years 877
1,761
+0.68
|
6,279 | +1.39 | 3,315 | +0.95 | 1,761 | +0.68 |
|
Sortino Index
1 year 1,783
6,334
+2.40
3 years 1,283
2,838
+1.73
5 years 877
1,694
+1.10
|
6,334 | +2.40 | 2,838 | +1.73 | 1,761 | +1.10 |
By Category
| 1 year 1,783 | 3 years 1,283 | 5 years 877 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,783
49
+22.07
3 years 1,283
55
+67.81
5 years 877
52
+74.40
|
49 | +22.07 | 55 | +67.81 | 52 | +74.40 |
|
Total Volatility
1 year 1,783
51
+15.37
3 years 1,283
44
+13.01
5 years 877
38
+15.10
|
51 | +15.37 | 44 | +13.01 | 38 | +15.10 |
|
Negative Volatility
1 year 1,783
55
+8.93
3 years 1,283
47
+7.14
5 years 877
41
+9.30
|
55 | +8.93 | 47 | +7.14 | 41 | +9.30 |
|
Sharpe Index
1 year 1,783
59
+1.39
3 years 1,283
52
+0.95
5 years 877
52
+0.68
|
59 | +1.39 | 52 | +0.95 | 52 | +0.68 |
|
Sortino Index
1 year 1,783
54
+2.40
3 years 1,283
53
+1.73
5 years 877
51
+1.10
|
54 | +2.40 | 53 | +1.73 | 51 | +1.10 |
