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            Trend

            Last Previous Currency Date Chng
            5.303 5.303 EUR 26/04/27 +0.00

            Terms

            Isin IT0005428625
            Contract Type N.D.
            Currency EUR
            Class P
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 21/01/04
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +4.78
            Ytd +2.04
            1 year +9.23
            3 years +20.25
            5 years +6.38
            Yearly
            03/31/2025 +3.67
            03/31/2024 +7.62
            03/31/2023 +7.25
            03/31/2022 -12.91
            03/31/2021 N.Av.
            Rating
            Score
            47.8557

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 2,0000 - Max: 2,0000
            Management 1.35
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial 100,0000 EUR
            Integrative 100,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 100,0000

            Costs

            Entrance (ACP) Min: 2,0000 - Max: 2,0000
            Management 1.35
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.00
            1 week -0.02
            1 month +4.78
            3 months +1.18
            6 months +1.18
            From the beginning of the year +2.04
            1 year +9.23
            2 years +11.67
            3 years +20.25
            4 years +13.92
            5 years +6.38
            Yearly
            03/31/2025 +3.67
            03/31/2024 +7.62
            03/31/2023 +7.25
            03/31/2022 -12.91
            03/31/2021 N.Av.


            Rating
            Rating Rating Rating
            Score
            47.8557

            Efficiency Indicators

            Sharpe 1 year 0.3991
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.3129
            Benchmark 3 years N.Av.
            Sharpe 5 years -0.2099
            Benchmark 5 years N.Av.
            Sortino 1 year 0.5311
            Benchmark 1 year N.Av.
            Sortino 3 years 0.449
            Benchmark 3 years N.Av.
            Sortino 5 years -0.2812
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +5.32
            3 years +5.38
            5 years +6.06
            Negative Volatility
            1 year +4.00
            3 years +3.75
            5 years +4.52

            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 0.3129
            Sortino 0.449
            Bull Market +2.73
            Bear Market -3.07
            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
            10,140
              
            +4.11
            3 years 1,279
            11,219
              
            +14.65
            5 years 865
            12,123
              
            +1.90
            Performance             		10,140 +4.11 11,219 +14.65 12,123 +1.90
            Total Volatility
            1 year 1,758
            6,370
              
            +5.32
            3 years 1,279
            4,741
              
            +5.38
            5 years 865
            3,110
              
            +6.06
            Total Volatility             		6,370 +5.32 4,741 +5.38 3,110 +6.06
            Negative Volatility
            1 year 1,758
            6,122
              
            +4.00
            3 years 1,279
            4,597
              
            +3.75
            5 years 865
            3,296
              
            +4.52
            Negative Volatility             		6,122 +4.00 4,597 +3.75 3,296 +4.52
            Sharpe Index
            1 year 1,758
            9,537
              
            +0.40
            3 years 1,279
            10,949
              
            +0.31
            5 years 865
            13,635
              
            -0.21
            Sharpe Index             		9,537 +0.40 10,949 +0.31 13,635 -0.21
            Sortino Index
            1 year 1,758
            9,620
              
            +0.53
            3 years 1,279
            11,033
              
            +0.45
            5 years 865
            13,623
              
            -0.28
            Sortino Index             		9,620 +0.53 11,033 +0.45 13,635 -0.28

            By Category

              1 year 1,758 3 years 1,279 5 years 865
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,758
            709
              
            +4.11
            3 years 1,279
            637
              
            +14.65
            5 years 865
            701
              
            +1.90
            Performance             		709 +4.11 637 +14.65 701 +1.90
            Total Volatility
            1 year 1,758
            512
              
            +5.32
            3 years 1,279
            412
              
            +5.38
            5 years 865
            285
              
            +6.06
            Total Volatility             		512 +5.32 412 +5.38 285 +6.06
            Negative Volatility
            1 year 1,758
            467
              
            +4.00
            3 years 1,279
            399
              
            +3.75
            5 years 865
            303
              
            +4.52
            Negative Volatility             		467 +4.00 399 +3.75 303 +4.52
            Sharpe Index
            1 year 1,758
            664
              
            +0.40
            3 years 1,279
            637
              
            +0.31
            5 years 865
            801
              
            -0.21
            Sharpe Index             		664 +0.40 637 +0.31 801 -0.21
            Sortino Index
            1 year 1,758
            648
              
            +0.53
            3 years 1,279
            626
              
            +0.45
            5 years 865
            805
              
            -0.28
            Sortino Index             		648 +0.53 626 +0.45 805 -0.28

            Italian Funds - Arca Opportunit� Green 2026 P: Performance, Terms, Fees, Risk, Rating


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