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            Trend

            Last Previous Currency Date Chng
            3.294 3.305 EUR 25/12/17 -0.33

            Terms

            Isin IT0005404592
            Contract Type N.D.
            Currency EUR
            Class AD
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 20/04/24
            Advisor Name Lars Schickentanz
            Fund Asset Under Management 51,6680  at 25/11/28

            Performance

            Cumulatives
            1 month +0.86
            Ytd +10.76
            1 year +9.12
            3 years +14.68
            5 years +19.99
            Yearly
            11/30/2024 +3.58
            11/30/2023 -0.23
            11/30/2022 +0.72
            11/30/2021 +4.05
            11/30/2020 N.Av.
            Rating
            Score
            57.2811

            Company

            Anima Sgr Per Azioni
            CORSO GARIBALDI 99 20121 - MILANO (MI)
            Tel. +39-02806381

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 1.6
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial 2000,0000 EUR
            Integrative 500,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 2000,0000

            Costs

            Entrance (ACP) Min: 3,0000 - Max: 3,0000
            Management 1.6
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.33
            1 week -0.45
            1 month +0.86
            3 months +3.13
            6 months +7.09
            From the beginning of the year +10.76
            1 year +9.12
            2 years +15.24
            3 years +14.68
            4 years +16.01
            5 years +19.99
            Yearly
            11/30/2024 +3.58
            11/30/2023 -0.23
            11/30/2022 +0.72
            11/30/2021 +4.05
            11/30/2020 N.Av.


            Rating
            Rating Rating Rating
            Score
            57.2811

            Efficiency Indicators

            Sharpe 1 year 2.0219
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.5388
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7671
            Benchmark 5 years N.Av.
            Sortino 1 year 5.7717
            Benchmark 1 year N.Av.
            Sortino 3 years 1.0218
            Benchmark 3 years N.Av.
            Sortino 5 years 1.414
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +3.85
            3 years +3.27
            5 years +3.90
            Negative Volatility
            1 year +1.37
            3 years +1.71
            5 years +2.09

            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 0.5388
            Sortino 1.0218
            Bull Market +0.29
            Bear Market +0.16
            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
            4,403
              
            +10.28
            3 years 1,244
            11,716
              
            +14.22
            5 years 845
            7,464
              
            +20.94
            Performance             		4,403 +10.28 11,716 +14.22 7,464 +20.94
            Total Volatility
            1 year 1,719
            4,990
              
            +3.85
            3 years 1,244
            1,357
              
            +3.27
            5 years 845
            962
              
            +3.90
            Total Volatility             		4,990 +3.85 1,357 +3.27 962 +3.90
            Negative Volatility
            1 year 1,719
            2,351
              
            +1.37
            3 years 1,244
            1,429
              
            +1.71
            5 years 845
            618
              
            +2.09
            Negative Volatility             		2,351 +1.37 1,429 +1.71 618 +2.09
            Sharpe Index
            1 year 1,719
            903
              
            +2.02
            3 years 1,244
            9,548
              
            +0.54
            5 years 845
            2,894
              
            +0.77
            Sharpe Index             		903 +2.02 9,548 +0.54 2,894 +0.77
            Sortino Index
            1 year 1,719
            768
              
            +5.77
            3 years 1,244
            8,219
              
            +1.02
            5 years 845
            2,314
              
            +1.41
            Sortino Index             		768 +5.77 8,219 +1.02 2,894 +1.41

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            139
              
            +10.28
            3 years 1,244
            764
              
            +14.22
            5 years 845
            302
              
            +20.94
            Performance             		139 +10.28 764 +14.22 302 +20.94
            Total Volatility
            1 year 1,719
            358
              
            +3.85
            3 years 1,244
            83
              
            +3.27
            5 years 845
            81
              
            +3.90
            Total Volatility             		358 +3.85 83 +3.27 81 +3.90
            Negative Volatility
            1 year 1,719
            158
              
            +1.37
            3 years 1,244
            54
              
            +1.71
            5 years 845
            40
              
            +2.09
            Negative Volatility             		158 +1.37 54 +1.71 40 +2.09
            Sharpe Index
            1 year 1,719
            56
              
            +2.02
            3 years 1,244
            551
              
            +0.54
            5 years 845
            79
              
            +0.77
            Sharpe Index             		56 +2.02 551 +0.54 79 +0.77
            Sortino Index
            1 year 1,719
            56
              
            +5.77
            3 years 1,244
            402
              
            +1.02
            5 years 845
            56
              
            +1.41
            Sortino Index             		56 +5.77 402 +1.02 56 +1.41

            Italian Funds - Anima Alto Potenziale Europa Ad Dis: Performance, Terms, Fees, Risk, Rating


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