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Data
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            Trend

            Last Previous Currency Date Chng
            5.959 5.911 EUR 26/05/20 +0.81

            Terms

            Isin IT0005479685
            Contract Type N.D.
            Currency EUR
            Class N.Ap.
            Risk Class 3
            Assogestioni Category Bilanciati
            Declared Benchmark 30% MSCI Europe Climate Paris Aligned Index; 30% MSCI USA ESG Climate Paris Aligned Benchmark PAB S; 40% MSCI EUR IG ESG Leaders Corporate Bond
            Start Date 22/03/14
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +1.53
            Ytd +3.35
            1 year +6.72
            3 years +27.33
            5 years N.Av.
            Yearly
            04/30/2025 +4.53
            04/30/2024 +11.89
            04/30/2023 +11.46
            04/30/2022 N.Av.
            04/30/2021 N.Av.
            Rating
            Score
            28.2649

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.7
            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: 0,0000 - Max: 0,0000
            Management 1.7
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.81
            1 week +0.98
            1 month +1.53
            3 months +2.88
            6 months +5.64
            From the beginning of the year +3.35
            1 year +6.72
            2 years +14.27
            3 years +27.33
            4 years +27.52
            5 years N.Av.
            Yearly
            04/30/2025 +4.53
            04/30/2024 +11.89
            04/30/2023 +11.46
            04/30/2022 N.Av.
            04/30/2021 N.Av.


            Rating
            Rating Rating Rating
            Score
            28.2649

            Efficiency Indicators

            Sharpe 1 year 0.8772
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6695
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 1.4951
            Benchmark 1 year N.Av.
            Sortino 3 years 1.0572
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.89
            3 years +7.43
            5 years N.Av.
            Negative Volatility
            1 year +4.63
            3 years +4.70
            5 years N.Av.

            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 0.6695
            Sortino 1.0572
            Bull Market +3.53
            Bear Market -4.68
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            10,867
              
            +8.99
            3 years 1,284
            7,962
              
            +25.92
            5 years 871
            -1
              
            N.Av.
            Performance             		10,867 +8.99 7,962 +25.92 -1 N.Av.
            Total Volatility
            1 year 1,765
            10,931
              
            +7.89
            3 years 1,284
            8,653
              
            +7.43
            5 years 871
            -1
              
            N.Av.
            Total Volatility             		10,931 +7.89 8,653 +7.43 -1 N.Av.
            Negative Volatility
            1 year 1,765
            11,076
              
            +4.63
            3 years 1,284
            7,029
              
            +4.70
            5 years 871
            -1
              
            N.Av.
            Negative Volatility             		11,076 +4.63 7,029 +4.70 -1 N.Av.
            Sharpe Index
            1 year 1,765
            11,009
              
            +0.88
            3 years 1,284
            7,184
              
            +0.67
            5 years 871
            -1
              
            N.Av.
            Sharpe Index             		11,009 +0.88 7,184 +0.67 -1 N.Av.
            Sortino Index
            1 year 1,765
            10,376
              
            +1.50
            3 years 1,284
            7,310
              
            +1.06
            5 years 871
            -1
              
            N.Av.
            Sortino Index             		10,376 +1.50 7,310 +1.06 -1 N.Av.

            By Category

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            416
              
            +8.99
            3 years 1,284
            189
              
            +25.92
            5 years 871
            -1
              
            N.Av.
            Performance             		416 +8.99 189 +25.92 -1 N.Av.
            Total Volatility
            1 year 1,765
            318
              
            +7.89
            3 years 1,284
            256
              
            +7.43
            5 years 871
            -1
              
            N.Av.
            Total Volatility             		318 +7.89 256 +7.43 -1 N.Av.
            Negative Volatility
            1 year 1,765
            253
              
            +4.63
            3 years 1,284
            181
              
            +4.70
            5 years 871
            -1
              
            N.Av.
            Negative Volatility             		253 +4.63 181 +4.70 -1 N.Av.
            Sharpe Index
            1 year 1,765
            448
              
            +0.88
            3 years 1,284
            177
              
            +0.67
            5 years 871
            -1
              
            N.Av.
            Sharpe Index             		448 +0.88 177 +0.67 -1 N.Av.
            Sortino Index
            1 year 1,765
            404
              
            +1.50
            3 years 1,284
            154
              
            +1.06
            5 years 871
            -1
              
            N.Av.
            Sortino Index             		404 +1.50 154 +1.06 -1 N.Av.

            Italian Funds - Arca Oxygen Plus 60: Performance, Terms, Fees, Risk, Rating


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