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            Trend

            Last Previous Currency Date Chng
            59.935 59.405 EUR 26/03/30 +0.89

            Terms

            Isin IT0005252645
            Contract Type N.D.
            Currency EUR
            Class PIR
            Risk Class 4
            Assogestioni Category Azionari Italia
            Declared Benchmark 25% FTSE Italia Mid Cap TR; 75% FTSE MIB
            Start Date 17/06/12
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 106,4000  at 26/03/19

            Performance

            Cumulatives
            1 month -7.93
            Ytd -3.67
            1 year +15.37
            3 years +64.22
            5 years +87.17
            Yearly
            02/28/2025 +33.20
            02/29/2024 +14.52
            02/28/2023 +25.90
            02/28/2022 -13.82
            02/28/2021 +30.87
            Rating
            Score
            46.5611

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 4,0000 - Max: 4,0000
            Management 1.8
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial 100,0000 EUR
            Integrative 100,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 100,0000

            Costs

            Entrance (ACP) Min: 4,0000 - Max: 4,0000
            Management 1.8
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.89
            1 week +1.57
            1 month -7.93
            3 months -3.67
            6 months +1.57
            From the beginning of the year -3.67
            1 year +15.37
            2 years +30.32
            3 years +64.22
            4 years +74.42
            5 years +87.17
            Yearly
            02/28/2025 +33.20
            02/29/2024 +14.52
            02/28/2023 +25.90
            02/28/2022 -13.82
            02/28/2021 +30.87


            Rating
            Rating Rating Rating
            Score
            46.5611

            Efficiency Indicators

            Sharpe 1 year 2.6309
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.5452
            Benchmark 3 years N.Av.
            Sharpe 5 years 1.064
            Benchmark 5 years N.Av.
            Sortino 1 year 11.7722
            Benchmark 1 year N.Av.
            Sortino 3 years 3.6239
            Benchmark 3 years N.Av.
            Sortino 5 years 1.9084
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +8.75
            3 years +10.65
            5 years +14.87
            Negative Volatility
            1 year +1.96
            3 years +4.54
            5 years +8.27

            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 1.5452
            Sortino 3.6239
            Bull Market +6.51
            Bear Market -3.07
            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
            2,165
              
            +25.49
            3 years 1,281
            753
              
            +75.13
            5 years 866
            409
              
            +119.46
            Performance             		2,165 +25.49 753 +75.13 409 +119.46
            Total Volatility
            1 year 1,764
            12,458
              
            +8.75
            3 years 1,281
            12,988
              
            +10.65
            5 years 866
            14,101
              
            +14.87
            Total Volatility             		12,458 +8.75 12,988 +10.65 14,101 +14.87
            Negative Volatility
            1 year 1,764
            4,867
              
            +1.96
            3 years 1,281
            7,240
              
            +4.54
            5 years 866
            11,634
              
            +8.27
            Negative Volatility             		4,867 +1.96 7,240 +4.54 11,634 +8.27
            Sharpe Index
            1 year 1,764
            689
              
            +2.63
            3 years 1,281
            397
              
            +1.55
            5 years 866
            353
              
            +1.06
            Sharpe Index             		689 +2.63 397 +1.55 353 +1.06
            Sortino Index
            1 year 1,764
            498
              
            +11.77
            3 years 1,281
            421
              
            +3.62
            5 years 866
            344
              
            +1.91
            Sortino Index             		498 +11.77 421 +3.62 353 +1.91

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            26
              
            +25.49
            3 years 1,281
            26
              
            +75.13
            5 years 866
            26
              
            +119.46
            Performance             		26 +25.49 26 +75.13 26 +119.46
            Total Volatility
            1 year 1,764
            18
              
            +8.75
            3 years 1,281
            20
              
            +10.65
            5 years 866
            39
              
            +14.87
            Total Volatility             		18 +8.75 20 +10.65 39 +14.87
            Negative Volatility
            1 year 1,764
            24
              
            +1.96
            3 years 1,281
            26
              
            +4.54
            5 years 866
            34
              
            +8.27
            Negative Volatility             		24 +1.96 26 +4.54 34 +8.27
            Sharpe Index
            1 year 1,764
            16
              
            +2.63
            3 years 1,281
            29
              
            +1.55
            5 years 866
            27
              
            +1.06
            Sharpe Index             		16 +2.63 29 +1.55 27 +1.06
            Sortino Index
            1 year 1,764
            28
              
            +11.77
            3 years 1,281
            28
              
            +3.62
            5 years 866
            28
              
            +1.91
            Sortino Index             		28 +11.77 28 +3.62 28 +1.91

            Italian Funds - Arca Azioni Italia Pir: Performance, Terms, Fees, Risk, Rating


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