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            Trend

            Last Previous Currency Date Chng
            6.426 6.393 EUR 25/12/18 +0.52

            Terms

            Isin IT0005282071
            Contract Type N.D.
            Currency EUR
            Class PIR
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 17/10/02
            Advisor Name N.Av.
            Fund Asset Under Management 98,0466  at 25/11/28

            Performance

            Cumulatives
            1 month +2.28
            Ytd +12.52
            1 year +11.93
            3 years +33.29
            5 years +30.66
            Yearly
            11/30/2024 +6.33
            11/30/2023 +11.87
            11/30/2022 -13.31
            11/30/2021 +11.83
            11/30/2020 -2.46
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Bcc Risparmio&Previdenza Sgr
            Via Carlo Esterle 9/11 20132 - Milano
            Tel. +39-02-430281

            Costs

            Entrance (ACP) Min: 1,5000 - Max: 1,5000
            Management 1.5
            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: 1,5000 - Max: 1,5000
            Management 1.5
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.52
            1 week +0.58
            1 month +2.28
            3 months +0.99
            6 months +4.34
            From the beginning of the year +12.52
            1 year +11.93
            2 years +20.88
            3 years +33.29
            4 years +17.48
            5 years +30.66
            Yearly
            11/30/2024 +6.33
            11/30/2023 +11.87
            11/30/2022 -13.31
            11/30/2021 +11.83
            11/30/2020 -2.46


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 2.1921
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.1023
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6337
            Benchmark 5 years N.Av.
            Sortino 1 year 7.3467
            Benchmark 1 year N.Av.
            Sortino 3 years 2.3545
            Benchmark 3 years N.Av.
            Sortino 5 years 1.0599
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +4.92
            3 years +6.99
            5 years +9.27
            Negative Volatility
            1 year +1.48
            3 years +3.26
            5 years +5.51

            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 1.1023
            Sortino 2.3545
            Bull Market +1.21
            Bear Market -1.70
            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
            3,506
              
            +12.69
            3 years 1,244
            4,677
              
            +30.94
            5 years 845
            5,792
              
            +30.46
            Performance             		3,506 +12.69 4,677 +30.94 5,792 +30.46
            Total Volatility
            1 year 1,719
            6,150
              
            +4.92
            3 years 1,244
            7,315
              
            +6.99
            5 years 845
            8,112
              
            +9.27
            Total Volatility             		6,150 +4.92 7,315 +6.99 8,112 +9.27
            Negative Volatility
            1 year 1,719
            2,682
              
            +1.48
            3 years 1,244
            3,750
              
            +3.26
            5 years 845
            6,991
              
            +5.51
            Negative Volatility             		2,682 +1.48 3,750 +3.26 6,991 +5.51
            Sharpe Index
            1 year 1,719
            612
              
            +2.19
            3 years 1,244
            2,096
              
            +1.10
            5 years 845
            4,348
              
            +0.63
            Sharpe Index             		612 +2.19 2,096 +1.10 4,348 +0.63
            Sortino Index
            1 year 1,719
            509
              
            +7.35
            3 years 1,244
            1,563
              
            +2.35
            5 years 845
            4,182
              
            +1.06
            Sortino Index             		509 +7.35 1,563 +2.35 4,348 +1.06

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            78
              
            +12.69
            3 years 1,244
            93
              
            +30.94
            5 years 845
            170
              
            +30.46
            Performance             		78 +12.69 93 +30.94 170 +30.46
            Total Volatility
            1 year 1,719
            538
              
            +4.92
            3 years 1,244
            714
              
            +6.99
            5 years 845
            735
              
            +9.27
            Total Volatility             		538 +4.92 714 +6.99 735 +9.27
            Negative Volatility
            1 year 1,719
            186
              
            +1.48
            3 years 1,244
            368
              
            +3.26
            5 years 845
            591
              
            +5.51
            Negative Volatility             		186 +1.48 368 +3.26 591 +5.51
            Sharpe Index
            1 year 1,719
            41
              
            +2.19
            3 years 1,244
            50
              
            +1.10
            5 years 845
            154
              
            +0.63
            Sharpe Index             		41 +2.19 50 +1.10 154 +0.63
            Sortino Index
            1 year 1,719
            40
              
            +7.35
            3 years 1,244
            36
              
            +2.35
            5 years 845
            146
              
            +1.06
            Sortino Index             		40 +7.35 36 +2.35 146 +1.06

            Italian Funds - Investiper Italia Pir50 Pir: Performance, Terms, Fees, Risk, Rating


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