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Arca Cedola Attiva Plus 2027 P Dis
5.171
+0.10%
Currency: EUR
Date: 26/04/01
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 5.171 | 5.166 | EUR | 26/04/01 | +0.10 |
Terms
| Isin | IT0005521445 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | P |
| Risk Class | 2 |
| Assogestioni Category | Obb. Flessibili |
| Declared Benchmark | N.Av. |
| Start Date | 23/01/02 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 180,6000 at 26/03/19 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -0.46 |
| Ytd | -0.06 |
| 1 year | +1.82 |
| 3 years | +11.66 |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 02/28/2025 | +2.70 |
| 02/29/2024 | +4.00 |
| 02/28/2023 | N.Av. |
| 02/28/2022 | N.Av. |
| 02/28/2021 | N.Av. |
| Rating |
|---|
|
| Score |
|---|
| 48.9616 |
Company
Arca Sgr Spa
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 0.8 |
| 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 | 0.8 |
| Reimbursement | 0% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +0.10 |
| 1 week | +0.04 |
| 1 month | -0.46 |
| 3 months | -0.06 |
| 6 months | +0.36 |
| From the beginning of the year | -0.06 |
| 1 year | +1.82 |
| 2 years | +6.27 |
| 3 years | +11.66 |
| 4 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 02/28/2025 | +2.70 |
| 02/29/2024 | +4.00 |
| 02/28/2023 | N.Av. |
| 02/28/2022 | N.Av. |
| 02/28/2021 | N.Av. |
| Rating |
|---|
|
|
| Score |
|---|
| 48.9616 |
Efficiency Indicators
| Sharpe 1 year | 0.9115 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.4496 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | N.Av. |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 1.9512 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.8631 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | N.Av. |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +0.47 |
| 3 years | +1.68 |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | +0.25 |
| 3 years | +0.88 |
| 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 - 26/02/27
Relative
| Sharpe | 0.4496 |
| Sortino | 0.8631 |
| Bull Market | N.Av. |
| Bear Market | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 2 |
General
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
14,448
+2.41
3 years 1,281
14,678
+12.17
5 years 866
-1
N.Av.
|
14,448 | +2.41 | 14,678 | +12.17 | -1 | N.Av. |
|
Total Volatility
1 year 1,764
353
+0.47
3 years 1,281
609
+1.68
5 years 866
-1
N.Av.
|
353 | +0.47 | 609 | +1.68 | -1 | N.Av. |
|
Negative Volatility
1 year 1,764
396
+0.25
3 years 1,281
597
+0.88
5 years 866
-1
N.Av.
|
396 | +0.25 | 597 | +0.88 | -1 | N.Av. |
|
Sharpe Index
1 year 1,764
7,335
+0.91
3 years 1,281
9,623
+0.45
5 years 866
-1
N.Av.
|
7,335 | +0.91 | 9,623 | +0.45 | -1 | N.Av. |
|
Sortino Index
1 year 1,764
5,768
+1.95
3 years 1,281
8,452
+0.86
5 years 866
-1
N.Av.
|
5,768 | +1.95 | 8,452 | +0.86 | -1 | N.Av. |
By Category
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
612
+2.41
3 years 1,281
401
+12.17
5 years 866
-1
N.Av.
|
612 | +2.41 | 401 | +12.17 | -1 | N.Av. |
|
Total Volatility
1 year 1,764
82
+0.47
3 years 1,281
55
+1.68
5 years 866
-1
N.Av.
|
82 | +0.47 | 55 | +1.68 | -1 | N.Av. |
|
Negative Volatility
1 year 1,764
50
+0.25
3 years 1,281
84
+0.88
5 years 866
-1
N.Av.
|
50 | +0.25 | 84 | +0.88 | -1 | N.Av. |
|
Sharpe Index
1 year 1,764
372
+0.91
3 years 1,281
254
+0.45
5 years 866
-1
N.Av.
|
372 | +0.91 | 254 | +0.45 | -1 | N.Av. |
|
Sortino Index
1 year 1,764
261
+1.95
3 years 1,281
234
+0.86
5 years 866
-1
N.Av.
|
261 | +1.95 | 234 | +0.86 | -1 | N.Av. |
Data provided by 