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Anima Alto Potenziale Europa Ad Dis
3.303
-0.33%
Currency: EUR
Date: 26/05/07
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 3.303 | 3.314 | EUR | 26/05/07 | -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 | 66,3880 at 26/03/31 |
Performance
| Cumulatives | |
|---|---|
| 1 month | +1.44 |
| Ytd | +1.30 |
| 1 year | +10.22 |
| 3 years | +18.13 |
| 5 years | +19.06 |
| Yearly | |
|---|---|
| 04/30/2025 | +12.27 |
| 04/30/2024 | +3.58 |
| 04/30/2023 | -0.22 |
| 04/30/2022 | +0.72 |
| 04/30/2021 | +4.05 |
| Rating |
|---|
|
| Score |
|---|
| 52.5171 |
Company
Anima Sgr Per Azioni
CORSO GARIBALDI 99 20121 - MILANO
Tel. +39-02806381
CORSO GARIBALDI 99 20121 - MILANO
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 | +0.43 |
| 1 month | +1.44 |
| 3 months | -1.44 |
| 6 months | +4.40 |
| From the beginning of the year | +1.30 |
| 1 year | +10.22 |
| 2 years | +13.68 |
| 3 years | +18.13 |
| 4 years | +16.33 |
| 5 years | +19.06 |
| Yearly | |
|---|---|
| 04/30/2025 | +12.27 |
| 04/30/2024 | +3.58 |
| 04/30/2023 | -0.22 |
| 04/30/2022 | +0.72 |
| 04/30/2021 | +4.05 |
| Rating |
|---|
|
|
| Score |
|---|
| 52.5171 |
Efficiency Indicators
| Sharpe 1 year | 1.53 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.6153 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.4363 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 2.6241 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.0912 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.7085 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +5.00 |
| 3 years | +4.02 |
| 5 years | +3.72 |
| Negative Volatility | |
|---|---|
| 1 year | +2.91 |
| 3 years | +2.26 |
| 5 years | +2.29 |
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 - 26/04/30
Relative
| Sharpe | 0.6153 |
| Sortino | 1.0912 |
| Bull Market | +0.29 |
| Bear Market | -0.49 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 4 |
General
| 1 year 1,765 | 3 years 1,284 | 5 years 871 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,765
10,341
+9.96
3 years 1,284
11,220
+17.52
5 years 871
7,473
+18.67
|
10,341 | +9.96 | 11,220 | +17.52 | 7,473 | +18.67 |
|
Total Volatility
1 year 1,765
6,368
+5.00
3 years 1,284
2,634
+4.02
5 years 871
900
+3.72
|
6,368 | +5.00 | 2,634 | +4.02 | 900 | +3.72 |
|
Negative Volatility
1 year 1,765
5,083
+2.91
3 years 1,284
2,085
+2.26
5 years 871
646
+2.29
|
5,083 | +2.91 | 2,085 | +2.26 | 646 | +2.29 |
|
Sharpe Index
1 year 1,765
5,068
+1.53
3 years 1,284
8,071
+0.62
5 years 871
4,300
+0.44
|
5,068 | +1.53 | 8,071 | +0.62 | 4,300 | +0.44 |
|
Sortino Index
1 year 1,765
5,804
+2.62
3 years 1,284
7,051
+1.09
5 years 871
4,026
+0.71
|
5,804 | +2.62 | 7,051 | +1.09 | 4,300 | +0.71 |
By Category
| 1 year 1,765 | 3 years 1,284 | 5 years 871 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,765
625
+9.96
3 years 1,284
704
+17.52
5 years 871
293
+18.67
|
625 | +9.96 | 704 | +17.52 | 293 | +18.67 |
|
Total Volatility
1 year 1,765
388
+5.00
3 years 1,284
150
+4.02
5 years 871
60
+3.72
|
388 | +5.00 | 150 | +4.02 | 60 | +3.72 |
|
Negative Volatility
1 year 1,765
283
+2.91
3 years 1,284
90
+2.26
5 years 871
44
+2.29
|
283 | +2.91 | 90 | +2.26 | 44 | +2.29 |
|
Sharpe Index
1 year 1,765
285
+1.53
3 years 1,284
415
+0.62
5 years 871
151
+0.44
|
285 | +1.53 | 415 | +0.62 | 151 | +0.44 |
|
Sortino Index
1 year 1,765
306
+2.62
3 years 1,284
306
+1.09
5 years 871
132
+0.71
|
306 | +2.62 | 306 | +1.09 | 132 | +0.71 |
Data provided by 