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            Trend

            Last Previous Currency Date Chng
            5.90 5.866 EUR 26/04/30 +0.58

            Terms

            Isin IT0005541807
            Contract Type N.D.
            Currency EUR
            Class P
            Risk Class 2
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 23/05/02
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +2.52
            Ytd +0.08
            1 year +4.74
            3 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +8.62
            03/31/2024 +5.34
            03/31/2023 N.Av.
            03/31/2022 N.Av.
            03/31/2021 N.Av.
            Rating
            N.Av.
            Score
            N.Av.

            Company

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

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1
            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
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.58
            1 week -0.03
            1 month +2.52
            3 months -0.47
            6 months +0.63
            From the beginning of the year +0.08
            1 year +4.74
            2 years +11.68
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +8.62
            03/31/2024 +5.34
            03/31/2023 N.Av.
            03/31/2022 N.Av.
            03/31/2021 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.1658
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.3986
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 0.194
            Benchmark 1 year N.Av.
            Sortino 3 years 0.5701
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +5.09
            3 years +5.48
            5 years N.Av.
            Negative Volatility
            1 year +4.35
            3 years +3.83
            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 0.3986
            Sortino 0.5701
            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 1,758 3 years 1,279 5 years 865
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,758
            12,003
              
            +2.80
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Performance             		12,003 +2.80 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,758
            6,121
              
            +5.09
            3 years 1,279
            4,872
              
            +5.48
            5 years 865
            -1
              
            N.Av.
            Total Volatility             		6,121 +5.09 4,872 +5.48 -1 N.Av.
            Negative Volatility
            1 year 1,758
            6,685
              
            +4.35
            3 years 1,279
            4,761
              
            +3.83
            5 years 865
            -1
              
            N.Av.
            Negative Volatility             		6,685 +4.35 4,761 +3.83 -1 N.Av.
            Sharpe Index
            1 year 1,758
            12,270
              
            +0.17
            3 years 1,279
            9,478
              
            +0.40
            5 years 865
            -1
              
            N.Av.
            Sharpe Index             		12,270 +0.17 9,478 +0.40 -1 N.Av.
            Sortino Index
            1 year 1,758
            12,420
              
            +0.19
            3 years 1,279
            9,705
              
            +0.57
            5 years 865
            -1
              
            N.Av.
            Sortino Index             		12,420 +0.19 9,705 +0.57 -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
            917
              
            +2.80
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Performance             		917 +2.80 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,758
            467
              
            +5.09
            3 years 1,279
            438
              
            +5.48
            5 years 865
            -1
              
            N.Av.
            Total Volatility             		467 +5.09 438 +5.48 -1 N.Av.
            Negative Volatility
            1 year 1,758
            562
              
            +4.35
            3 years 1,279
            427
              
            +3.83
            5 years 865
            -1
              
            N.Av.
            Negative Volatility             		562 +4.35 427 +3.83 -1 N.Av.
            Sharpe Index
            1 year 1,758
            917
              
            +0.17
            3 years 1,279
            493
              
            +0.40
            5 years 865
            -1
              
            N.Av.
            Sharpe Index             		917 +0.17 493 +0.40 -1 N.Av.
            Sortino Index
            1 year 1,758
            922
              
            +0.19
            3 years 1,279
            494
              
            +0.57
            5 years 865
            -1
              
            N.Av.
            Sortino Index             		922 +0.19 494 +0.57 -1 N.Av.

            Italian Funds - Arca Difesa Attiva 2028 Iii P: Performance, Terms, Fees, Risk, Rating


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