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Data
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            Trend

            Last Previous Currency Date Chng
            5.704 5.709 EUR 25/12/16 -0.09

            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 -0.11
            Ytd +3.41
            1 year +1.88
            3 years +27.35
            5 years N.Av.
            Yearly
            11/30/2024 +11.89
            11/30/2023 +11.46
            11/30/2022 N.Av.
            11/30/2021 N.Av.
            11/30/2020 N.Av.
            Rating
            Score
            36.3073

            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 -0.09
            1 week -0.30
            1 month -0.11
            3 months +1.68
            6 months +2.55
            From the beginning of the year +3.41
            1 year +1.88
            2 years +15.94
            3 years +27.35
            4 years N.Av.
            5 years N.Av.
            Yearly
            11/30/2024 +11.89
            11/30/2023 +11.46
            11/30/2022 N.Av.
            11/30/2021 N.Av.
            11/30/2020 N.Av.


            Rating
            Rating Rating Rating Rating
            Score
            36.3073

            Efficiency Indicators

            Sharpe 1 year 0.6952
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.7384
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 1.0369
            Benchmark 1 year N.Av.
            Sortino 3 years 1.1211
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.90
            3 years +7.66
            5 years N.Av.
            Negative Volatility
            1 year +5.40
            3 years +5.03
            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 - 25/11/28

            Relative

            Sharpe 0.7384
            Sortino 1.1211
            Bull Market +3.53
            Bear Market -5.11
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            10,465
              
            +3.53
            3 years 1,244
            6,865
              
            +23.26
            5 years 845
            -1
              
            N.Av.
            Performance             		10,465 +3.53 6,865 +23.26 -1 N.Av.
            Total Volatility
            1 year 1,719
            8,870
              
            +7.90
            3 years 1,244
            8,566
              
            +7.66
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		8,870 +7.90 8,566 +7.66 -1 N.Av.
            Negative Volatility
            1 year 1,719
            10,293
              
            +5.40
            3 years 1,244
            8,020
              
            +5.03
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		10,293 +5.40 8,020 +5.03 -1 N.Av.
            Sharpe Index
            1 year 1,719
            9,813
              
            +0.70
            3 years 1,244
            6,457
              
            +0.74
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		9,813 +0.70 6,457 +0.74 -1 N.Av.
            Sortino Index
            1 year 1,719
            10,148
              
            +1.04
            3 years 1,244
            7,414
              
            +1.12
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		10,148 +1.04 7,414 +1.12 -1 N.Av.

            By Category

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            314
              
            +3.53
            3 years 1,244
            154
              
            +23.26
            5 years 845
            -1
              
            N.Av.
            Performance             		314 +3.53 154 +23.26 -1 N.Av.
            Total Volatility
            1 year 1,719
            325
              
            +7.90
            3 years 1,244
            320
              
            +7.66
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		325 +7.90 320 +7.66 -1 N.Av.
            Negative Volatility
            1 year 1,719
            334
              
            +5.40
            3 years 1,244
            329
              
            +5.03
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		334 +5.40 329 +5.03 -1 N.Av.
            Sharpe Index
            1 year 1,719
            255
              
            +0.70
            3 years 1,244
            155
              
            +0.74
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		255 +0.70 155 +0.74 -1 N.Av.
            Sortino Index
            1 year 1,719
            259
              
            +1.04
            3 years 1,244
            168
              
            +1.12
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		259 +1.04 168 +1.12 -1 N.Av.

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


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