Register
Personal page Log out
Data
    Pages
      Documents
        Glossary
             

            Trend

            Last Previous Currency Date Chng
            6.399 6.426 EUR 26/05/04 -0.42

            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 115,6281  at 26/04/30

            Performance

            Cumulatives
            1 month +2.71
            Ytd -1.02
            1 year +7.08
            3 years +26.61
            5 years +22.80
            Yearly
            03/31/2025 +13.20
            03/31/2024 +6.33
            03/31/2023 +11.87
            03/31/2022 -13.31
            03/31/2021 +11.83
            Rating
            Score
            50.2205

            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 -0.42
            1 week -0.33
            1 month +2.71
            3 months -2.47
            6 months +0.47
            From the beginning of the year -1.02
            1 year +7.08
            2 years +15.99
            3 years +26.61
            4 years +28.65
            5 years +22.80
            Yearly
            03/31/2025 +13.20
            03/31/2024 +6.33
            03/31/2023 +11.87
            03/31/2022 -13.31
            03/31/2021 +11.83


            Rating
            Rating Rating Rating Rating
            Score
            50.2205

            Efficiency Indicators

            Sharpe 1 year 0.2747
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.5061
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.2201
            Benchmark 5 years N.Av.
            Sortino 1 year 0.3329
            Benchmark 1 year N.Av.
            Sortino 3 years 0.7293
            Benchmark 3 years N.Av.
            Sortino 5 years 0.3083
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +8.77
            3 years +7.27
            5 years +8.83
            Negative Volatility
            1 year +7.24
            3 years +5.05
            5 years +6.31

            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 - 26/03/31

            Relative

            Sharpe 0.5061
            Sortino 0.7293
            Bull Market +1.21
            Bear Market -1.15
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,758 3 years 1,279 5 years 865
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,758
            10,076
              
            +4.17
            3 years 1,279
            7,790
              
            +21.27
            5 years 865
            6,428
              
            +18.42
            Performance             		10,076 +4.17 7,790 +21.27 6,428 +18.42
            Total Volatility
            1 year 1,758
            11,348
              
            +8.77
            3 years 1,279
            8,631
              
            +7.27
            5 years 865
            7,970
              
            +8.83
            Total Volatility             		11,348 +8.77 8,631 +7.27 7,970 +8.83
            Negative Volatility
            1 year 1,758
            13,516
              
            +7.24
            3 years 1,279
            8,356
              
            +5.05
            5 years 865
            7,885
              
            +6.31
            Negative Volatility             		13,516 +7.24 8,356 +5.05 7,885 +6.31
            Sharpe Index
            1 year 1,758
            10,909
              
            +0.27
            3 years 1,279
            7,545
              
            +0.51
            5 years 865
            6,655
              
            +0.22
            Sharpe Index             		10,909 +0.27 7,545 +0.51 6,655 +0.22
            Sortino Index
            1 year 1,758
            11,191
              
            +0.33
            3 years 1,279
            7,966
              
            +0.73
            5 years 865
            6,793
              
            +0.31
            Sortino Index             		11,191 +0.33 7,966 +0.73 6,655 +0.31

            By Category

              1 year 1,758 3 years 1,279 5 years 865
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,758
            694
              
            +4.17
            3 years 1,279
            306
              
            +21.27
            5 years 865
            237
              
            +18.42
            Performance             		694 +4.17 306 +21.27 237 +18.42
            Total Volatility
            1 year 1,758
            1,100
              
            +8.77
            3 years 1,279
            761
              
            +7.27
            5 years 865
            721
              
            +8.83
            Total Volatility             		1,100 +8.77 761 +7.27 721 +8.83
            Negative Volatility
            1 year 1,758
            1,235
              
            +7.24
            3 years 1,279
            713
              
            +5.05
            5 years 865
            692
              
            +6.31
            Negative Volatility             		1,235 +7.24 713 +5.05 692 +6.31
            Sharpe Index
            1 year 1,758
            806
              
            +0.27
            3 years 1,279
            356
              
            +0.51
            5 years 865
            265
              
            +0.22
            Sharpe Index             		806 +0.27 356 +0.51 265 +0.22
            Sortino Index
            1 year 1,758
            811
              
            +0.33
            3 years 1,279
            372
              
            +0.73
            5 years 865
            269
              
            +0.31
            Sortino Index             		811 +0.33 372 +0.73 269 +0.31

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


            The Exchange accepts no responsability for the content of the website you are now accessing or for any reliance placed by you or any person on the information contained on it.

            By allowing this link the Exchange does not intend in any country, directly or indirectly, to solicit business or offer any securities to any person.


            You will be redirected in five seconds.