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            Trend

            Last Previous Currency Date Chng
            5.244 5.242 EUR 26/04/13 +0.04

            Terms

            Isin IT0005455081
            Contract Type N.D.
            Currency EUR
            Class R
            Risk Class 4
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 21/10/01
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +1.04
            Ytd +0.40
            1 year +10.03
            3 years +16.40
            5 years N.Av.
            Yearly
            03/31/2025 +3.71
            03/31/2024 +6.79
            03/31/2023 +6.50
            03/31/2022 -11.44
            03/31/2021 N.Av.
            Rating
            Score
            46.7357

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0.65
            Reimbursement 2,6%
            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: 0,0000 - Max: 0,0000
            Management 0.65
            Reimbursement 2,6%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.04
            1 week +1.57
            1 month +1.04
            3 months -0.74
            6 months +0.79
            From the beginning of the year +0.40
            1 year +10.03
            2 years +8.98
            3 years +16.40
            4 years +9.87
            5 years N.Av.
            Yearly
            03/31/2025 +3.71
            03/31/2024 +6.79
            03/31/2023 +6.50
            03/31/2022 -11.44
            03/31/2021 N.Av.


            Rating
            Rating Rating Rating
            Score
            46.7357

            Efficiency Indicators

            Sharpe 1 year 0.4214
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.2595
            Benchmark 3 years N.Av.
            Sharpe 5 years -0.2396
            Benchmark 5 years N.Av.
            Sortino 1 year 0.5655
            Benchmark 1 year N.Av.
            Sortino 3 years 0.3673
            Benchmark 3 years N.Av.
            Sortino 5 years -0.3201
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +5.27
            3 years +5.12
            5 years +5.94
            Negative Volatility
            1 year +3.92
            3 years +3.62
            5 years +4.45

            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 0.2595
            Sortino 0.3673
            Bull Market +2.68
            Bear Market -3.06
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            10,010
              
            +4.21
            3 years 1,281
            11,968
              
            +13.49
            5 years 867
            -1
              
            N.Av.
            Performance             		10,010 +4.21 11,968 +13.49 -1 N.Av.
            Total Volatility
            1 year 1,760
            6,271
              
            +5.27
            3 years 1,281
            4,367
              
            +5.12
            5 years 867
            2,932
              
            +5.94
            Total Volatility             		6,271 +5.27 4,367 +5.12 2,932 +5.94
            Negative Volatility
            1 year 1,760
            5,986
              
            +3.92
            3 years 1,281
            4,360
              
            +3.62
            5 years 867
            3,026
              
            +4.45
            Negative Volatility             		5,986 +3.92 4,360 +3.62 3,026 +4.45
            Sharpe Index
            1 year 1,760
            9,298
              
            +0.42
            3 years 1,281
            11,764
              
            +0.26
            5 years 867
            13,990
              
            -0.24
            Sharpe Index             		9,298 +0.42 11,764 +0.26 13,990 -0.24
            Sortino Index
            1 year 1,760
            9,424
              
            +0.57
            3 years 1,281
            11,858
              
            +0.37
            5 years 867
            13,989
              
            -0.32
            Sortino Index             		9,424 +0.57 11,858 +0.37 13,990 -0.32

            By Category

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            682
              
            +4.21
            3 years 1,281
            759
              
            +13.49
            5 years 867
            -1
              
            N.Av.
            Performance             		682 +4.21 759 +13.49 -1 N.Av.
            Total Volatility
            1 year 1,760
            494
              
            +5.27
            3 years 1,281
            358
              
            +5.12
            5 years 867
            272
              
            +5.94
            Total Volatility             		494 +5.27 358 +5.12 272 +5.94
            Negative Volatility
            1 year 1,760
            452
              
            +3.92
            3 years 1,281
            357
              
            +3.62
            5 years 867
            289
              
            +4.45
            Negative Volatility             		452 +3.92 357 +3.62 289 +4.45
            Sharpe Index
            1 year 1,760
            629
              
            +0.42
            3 years 1,281
            732
              
            +0.26
            5 years 867
            819
              
            -0.24
            Sharpe Index             		629 +0.42 732 +0.26 819 -0.24
            Sortino Index
            1 year 1,760
            612
              
            +0.57
            3 years 1,281
            730
              
            +0.37
            5 years 867
            821
              
            -0.32
            Sortino Index             		612 +0.57 730 +0.37 821 -0.32

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


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