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            Trend

            Last Previous Currency Date Chng
            5.624 5.599 EUR 26/03/31 +0.45

            Terms

            Isin IT0005250268
            Contract Type N.D.
            Currency EUR
            Class E
            Risk Class 3
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 17/05/29
            Advisor Name N.Av.
            Fund Asset Under Management 10,0000  at 26/03/19

            Performance

            Cumulatives
            1 month -4.13
            Ytd -2.58
            1 year +1.19
            3 years +13.96
            5 years +6.24
            Yearly
            02/28/2025 +4.95
            02/29/2024 +9.50
            02/28/2023 -0.16
            02/28/2022 -5.77
            02/28/2021 +1.39
            Rating
            Score
            51.8088

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0.3
            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: 0,0000 - Max: 0,0000
            Management 0.3
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.28
            1 week -0.43
            1 month -4.13
            3 months -2.58
            6 months -1.16
            From the beginning of the year -2.58
            1 year +1.19
            2 years +8.21
            3 years +13.96
            4 years +6.61
            5 years +6.24
            Yearly
            02/28/2025 +4.95
            02/29/2024 +9.50
            02/28/2023 -0.16
            02/28/2022 -5.77
            02/28/2021 +1.39


            Rating
            Rating Rating Rating
            Score
            51.8088

            Efficiency Indicators

            Sharpe 1 year 0.7604
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.4862
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.0916
            Benchmark 5 years N.Av.
            Sortino 1 year 1.0037
            Benchmark 1 year N.Av.
            Sortino 3 years 0.7711
            Benchmark 3 years N.Av.
            Sortino 5 years 0.1113
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +3.05
            3 years +3.62
            5 years +3.59
            Negative Volatility
            1 year +2.38
            3 years +2.29
            5 years +2.61

            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 0.4862
            Sortino 0.7711
            Bull Market +2.56
            Bear Market -1.57
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            10,703
              
            +4.23
            3 years 1,281
            11,823
              
            +17.20
            5 years 866
            10,506
              
            +11.28
            Performance             		10,703 +4.23 11,823 +17.20 10,506 +11.28
            Total Volatility
            1 year 1,764
            4,843
              
            +3.05
            3 years 1,281
            2,459
              
            +3.62
            5 years 866
            906
              
            +3.59
            Total Volatility             		4,843 +3.05 2,459 +3.62 906 +3.59
            Negative Volatility
            1 year 1,764
            5,836
              
            +2.38
            3 years 1,281
            2,725
              
            +2.29
            5 years 866
            865
              
            +2.61
            Negative Volatility             		5,836 +2.38 2,725 +2.29 865 +2.61
            Sharpe Index
            1 year 1,764
            8,467
              
            +0.76
            3 years 1,281
            9,031
              
            +0.49
            5 years 866
            10,417
              
            +0.09
            Sharpe Index             		8,467 +0.76 9,031 +0.49 10,417 +0.09
            Sortino Index
            1 year 1,764
            9,222
              
            +1.00
            3 years 1,281
            9,168
              
            +0.77
            5 years 866
            10,561
              
            +0.11
            Sortino Index             		9,222 +1.00 9,168 +0.77 10,417 +0.11

            By Category

              1 year 1,764 3 years 1,281 5 years 866
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,764
            893
              
            +4.23
            3 years 1,281
            816
              
            +17.20
            5 years 866
            572
              
            +11.28
            Performance             		893 +4.23 816 +17.20 572 +11.28
            Total Volatility
            1 year 1,764
            348
              
            +3.05
            3 years 1,281
            167
              
            +3.62
            5 years 866
            57
              
            +3.59
            Total Volatility             		348 +3.05 167 +3.62 57 +3.59
            Negative Volatility
            1 year 1,764
            457
              
            +2.38
            3 years 1,281
            176
              
            +2.29
            5 years 866
            70
              
            +2.61
            Negative Volatility             		457 +2.38 176 +2.29 70 +2.61
            Sharpe Index
            1 year 1,764
            594
              
            +0.76
            3 years 1,281
            544
              
            +0.49
            5 years 866
            579
              
            +0.09
            Sharpe Index             		594 +0.76 544 +0.49 579 +0.09
            Sortino Index
            1 year 1,764
            642
              
            +1.00
            3 years 1,281
            543
              
            +0.77
            5 years 866
            586
              
            +0.11
            Sortino Index             		642 +1.00 543 +0.77 586 +0.11

            Italian Funds - Amundi Primo Investimento E: Performance, Terms, Fees, Risk, Rating


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