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            Trend

            Last Previous Currency Date Chng
            29.333 29.00 EUR 25/12/18 +1.15

            Terms

            Isin IT0005404733
            Contract Type N.D.
            Currency EUR
            Class AD
            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 3,1200  at 25/11/28

            Performance

            Cumulatives
            1 month +4.94
            Ytd +22.75
            1 year +20.39
            3 years +49.31
            5 years +74.44
            Yearly
            11/30/2024 +8.55
            11/30/2023 +11.97
            11/30/2022 -6.22
            11/30/2021 +23.78
            11/30/2020 N.Av.
            Rating
            Score
            24.6048

            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 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: 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 +4.94
            3 months +6.16
            6 months +10.93
            From the beginning of the year +22.75
            1 year +20.39
            2 years +34.47
            3 years +49.31
            4 years +43.20
            5 years +74.44
            Yearly
            11/30/2024 +8.55
            11/30/2023 +11.97
            11/30/2022 -6.22
            11/30/2021 +23.78
            11/30/2020 N.Av.


            Rating
            Rating Rating Rating Rating
            Score
            24.6048

            Efficiency Indicators

            Sharpe 1 year 1.9115
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.1829
            Benchmark 3 years N.Av.
            Sharpe 5 years 1.0595
            Benchmark 5 years N.Av.
            Sortino 1 year 4.6857
            Benchmark 1 year N.Av.
            Sortino 3 years 2.4054
            Benchmark 3 years N.Av.
            Sortino 5 years 2.0878
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +8.79
            3 years +9.30
            5 years +11.86
            Negative Volatility
            1 year +3.61
            3 years +4.57
            5 years +6.00

            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 1.1829
            Sortino 2.4054
            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
            1,579
              
            +19.48
            3 years 1,244
            2,598
              
            +42.12
            5 years 845
            1,744
              
            +74.36
            Performance             		1,579 +19.48 2,598 +42.12 1,744 +74.36
            Total Volatility
            1 year 1,719
            10,033
              
            +8.79
            3 years 1,244
            10,089
              
            +9.30
            5 years 845
            9,624
              
            +11.86
            Total Volatility             		10,033 +8.79 10,089 +9.30 9,624 +11.86
            Negative Volatility
            1 year 1,719
            7,272
              
            +3.61
            3 years 1,244
            6,610
              
            +4.57
            5 years 845
            7,903
              
            +6.00
            Negative Volatility             		7,272 +3.61 6,610 +4.57 7,903 +6.00
            Sharpe Index
            1 year 1,719
            1,148
              
            +1.91
            3 years 1,244
            1,569
              
            +1.18
            5 years 845
            586
              
            +1.06
            Sharpe Index             		1,148 +1.91 1,569 +1.18 586 +1.06
            Sortino Index
            1 year 1,719
            1,125
              
            +4.69
            3 years 1,244
            1,493
              
            +2.41
            5 years 845
            427
              
            +2.09
            Sortino Index             		1,125 +4.69 1,493 +2.41 586 +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
            72
              
            +19.48
            3 years 1,244
            112
              
            +42.12
            5 years 845
            78
              
            +74.36
            Performance             		72 +19.48 112 +42.12 78 +74.36
            Total Volatility
            1 year 1,719
            86
              
            +8.79
            3 years 1,244
            63
              
            +9.30
            5 years 845
            59
              
            +11.86
            Total Volatility             		86 +8.79 63 +9.30 59 +11.86
            Negative Volatility
            1 year 1,719
            102
              
            +3.61
            3 years 1,244
            54
              
            +4.57
            5 years 845
            36
              
            +6.00
            Negative Volatility             		102 +3.61 54 +4.57 36 +6.00
            Sharpe Index
            1 year 1,719
            49
              
            +1.91
            3 years 1,244
            61
              
            +1.18
            5 years 845
            38
              
            +1.06
            Sharpe Index             		49 +1.91 61 +1.18 38 +1.06
            Sortino Index
            1 year 1,719
            69
              
            +4.69
            3 years 1,244
            62
              
            +2.41
            5 years 845
            38
              
            +2.09
            Sortino Index             		69 +4.69 62 +2.41 38 +2.09

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


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