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            Trend

            Last Previous Currency Date Chng
            33.429 33.05 EUR 25/12/18 +1.15

            Terms

            Isin IT0005404717
            Contract Type N.D.
            Currency EUR
            Class A
            Risk Class 5
            Assogestioni Category Azionari Europa
            Declared Benchmark 95% MSCI Europe Gross TR EUR; 5% ICE BofAML Euro Treasury Bill TR EUR Index
            Start Date 20/04/24
            Advisor Name Lars Schickentanz
            Fund Asset Under Management 68,4300  at 25/11/28

            Performance

            Cumulatives
            1 month +4.95
            Ytd +22.75
            1 year +20.38
            3 years +49.34
            5 years +74.57
            Yearly
            11/30/2024 +8.56
            11/30/2023 +12.00
            11/30/2022 -6.23
            11/30/2021 +23.86
            11/30/2020 N.Av.
            Rating
            Score
            24.628

            Company

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

            Costs

            Entrance (ACP) Min: 4,0000 - Max: 4,0000
            Management 2
            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: 4,0000 - Max: 4,0000
            Management 2
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +1.15
            1 week +0.38
            1 month +4.95
            3 months +6.15
            6 months +10.93
            From the beginning of the year +22.75
            1 year +20.38
            2 years +34.47
            3 years +49.34
            4 years +43.21
            5 years +74.57
            Yearly
            11/30/2024 +8.56
            11/30/2023 +12.00
            11/30/2022 -6.23
            11/30/2021 +23.86
            11/30/2020 N.Av.


            Rating
            Rating Rating Rating Rating
            Score
            24.628

            Efficiency Indicators

            Sharpe 1 year 1.9122
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.1846
            Benchmark 3 years N.Av.
            Sharpe 5 years 1.0614
            Benchmark 5 years N.Av.
            Sortino 1 year 4.69
            Benchmark 1 year N.Av.
            Sortino 3 years 2.4096
            Benchmark 3 years N.Av.
            Sortino 5 years 2.0943
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +8.78
            3 years +9.29
            5 years +11.85
            Negative Volatility
            1 year +3.61
            3 years +4.56
            5 years +5.99

            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 1.1846
            Sortino 2.4096
            Bull Market +6.40
            Bear Market -3.02
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 5

            General

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            1,580
              
            +19.47
            3 years 1,244
            2,590
              
            +42.17
            5 years 845
            1,733
              
            +74.53
            Performance             		1,580 +19.47 2,590 +42.17 1,733 +74.53
            Total Volatility
            1 year 1,719
            10,025
              
            +8.78
            3 years 1,244
            10,078
              
            +9.29
            5 years 845
            9,623
              
            +11.85
            Total Volatility             		10,025 +8.78 10,078 +9.29 9,623 +11.85
            Negative Volatility
            1 year 1,719
            7,265
              
            +3.61
            3 years 1,244
            6,597
              
            +4.56
            5 years 845
            7,890
              
            +5.99
            Negative Volatility             		7,265 +3.61 6,597 +4.56 7,890 +5.99
            Sharpe Index
            1 year 1,719
            1,145
              
            +1.91
            3 years 1,244
            1,561
              
            +1.18
            5 years 845
            573
              
            +1.06
            Sharpe Index             		1,145 +1.91 1,561 +1.18 573 +1.06
            Sortino Index
            1 year 1,719
            1,122
              
            +4.69
            3 years 1,244
            1,485
              
            +2.41
            5 years 845
            422
              
            +2.09
            Sortino Index             		1,122 +4.69 1,485 +2.41 573 +2.09

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            73
              
            +19.47
            3 years 1,244
            111
              
            +42.17
            5 years 845
            77
              
            +74.53
            Performance             		73 +19.47 111 +42.17 77 +74.53
            Total Volatility
            1 year 1,719
            84
              
            +8.78
            3 years 1,244
            60
              
            +9.29
            5 years 845
            58
              
            +11.85
            Total Volatility             		84 +8.78 60 +9.29 58 +11.85
            Negative Volatility
            1 year 1,719
            101
              
            +3.61
            3 years 1,244
            53
              
            +4.56
            5 years 845
            31
              
            +5.99
            Negative Volatility             		101 +3.61 53 +4.56 31 +5.99
            Sharpe Index
            1 year 1,719
            48
              
            +1.91
            3 years 1,244
            60
              
            +1.18
            5 years 845
            37
              
            +1.06
            Sharpe Index             		48 +1.91 60 +1.18 37 +1.06
            Sortino Index
            1 year 1,719
            68
              
            +4.69
            3 years 1,244
            60
              
            +2.41
            5 years 845
            36
              
            +2.09
            Sortino Index             		68 +4.69 60 +2.41 36 +2.09

            Italian Funds - Anima Selezione Europa A: Performance, Terms, Fees, Risk, Rating


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