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            Trend

            Last Previous Currency Date Chng
            7.17 7.16 EUR 26/04/20 +0.14

            Terms

            Isin IT0005494569
            Contract Type N.D.
            Currency EUR
            Class N.Ap.
            Risk Class 4
            Assogestioni Category Azionari Internazionali
            Declared Benchmark 100% MSCI ACWI ESG Leaders NTR
            Start Date 22/06/20
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +7.11
            Ytd +9.87
            1 year +31.70
            3 years +40.75
            5 years N.Av.
            Yearly
            03/31/2025 +7.78
            03/31/2024 +14.18
            03/31/2023 +10.39
            03/31/2022 N.Av.
            03/31/2021 N.Av.
            Rating
            Score
            34.6645

            Company

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

            Costs

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

            Performance

            Cumulatives
            1 day +0.14
            1 week +0.90
            1 month +7.11
            3 months +6.92
            6 months +11.13
            From the beginning of the year +9.87
            1 year +31.70
            2 years +28.01
            3 years +40.75
            4 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +7.78
            03/31/2024 +14.18
            03/31/2023 +10.39
            03/31/2022 N.Av.
            03/31/2021 N.Av.


            Rating
            Rating Rating Rating Rating
            Score
            34.6645

            Efficiency Indicators

            Sharpe 1 year 0.9919
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6102
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 1.5594
            Benchmark 1 year N.Av.
            Sortino 3 years 0.9404
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +13.94
            3 years +11.47
            5 years N.Av.
            Negative Volatility
            1 year +8.87
            3 years +7.44
            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 - 26/03/31

            Relative

            Sharpe 0.6102
            Sortino 0.9404
            Bull Market +3.07
            Bear Market -5.38
            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
            3,248
              
            +16.04
            3 years 1,279
            4,616
              
            +32.36
            5 years 865
            -1
              
            N.Av.
            Performance             		3,248 +16.04 4,616 +32.36 -1 N.Av.
            Total Volatility
            1 year 1,758
            17,768
              
            +13.94
            3 years 1,279
            12,692
              
            +11.47
            5 years 865
            -1
              
            N.Av.
            Total Volatility             		17,768 +13.94 12,692 +11.47 -1 N.Av.
            Negative Volatility
            1 year 1,758
            16,332
              
            +8.87
            3 years 1,279
            12,539
              
            +7.44
            5 years 865
            -1
              
            N.Av.
            Negative Volatility             		16,332 +8.87 12,539 +7.44 -1 N.Av.
            Sharpe Index
            1 year 1,758
            3,658
              
            +0.99
            3 years 1,279
            5,820
              
            +0.61
            5 years 865
            -1
              
            N.Av.
            Sharpe Index             		3,658 +0.99 5,820 +0.61 -1 N.Av.
            Sortino Index
            1 year 1,758
            3,677
              
            +1.56
            3 years 1,279
            5,990
              
            +0.94
            5 years 865
            -1
              
            N.Av.
            Sortino Index             		3,677 +1.56 5,990 +0.94 -1 N.Av.

            By Category

              1 year 1,758 3 years 1,279 5 years 865
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,758
            165
              
            +16.04
            3 years 1,279
            537
              
            +32.36
            5 years 865
            -1
              
            N.Av.
            Performance             		165 +16.04 537 +32.36 -1 N.Av.
            Total Volatility
            1 year 1,758
            1,057
              
            +13.94
            3 years 1,279
            562
              
            +11.47
            5 years 865
            -1
              
            N.Av.
            Total Volatility             		1,057 +13.94 562 +11.47 -1 N.Av.
            Negative Volatility
            1 year 1,758
            784
              
            +8.87
            3 years 1,279
            485
              
            +7.44
            5 years 865
            -1
              
            N.Av.
            Negative Volatility             		784 +8.87 485 +7.44 -1 N.Av.
            Sharpe Index
            1 year 1,758
            225
              
            +0.99
            3 years 1,279
            540
              
            +0.61
            5 years 865
            -1
              
            N.Av.
            Sharpe Index             		225 +0.99 540 +0.61 -1 N.Av.
            Sortino Index
            1 year 1,758
            239
              
            +1.56
            3 years 1,279
            548
              
            +0.94
            5 years 865
            -1
              
            N.Av.
            Sortino Index             		239 +1.56 548 +0.94 -1 N.Av.

            Italian Funds - Arca Blue Leaders: Performance, Terms, Fees, Risk, Rating


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