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            Trend

            Last Previous Currency Date Chng
            5.24 5.238 EUR 25/12/18 +0.04

            Terms

            Isin IT0005569766
            Contract Type N.D.
            Currency EUR
            Class P
            Risk Class 2
            Assogestioni Category Obb. Flessibili
            Declared Benchmark N.Av.
            Start Date 24/01/02
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +0.15
            Ytd +3.10
            1 year +2.88
            3 years N.Av.
            5 years N.Av.
            Yearly
            11/30/2024 N.Av.
            11/30/2023 N.Av.
            11/30/2022 N.Av.
            11/30/2021 N.Av.
            11/30/2020 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 0.85
            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 0.85
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.04
            1 week +0.08
            1 month +0.15
            3 months +0.38
            6 months +1.21
            From the beginning of the year +3.10
            1 year +2.88
            2 years N.Av.
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            11/30/2024 N.Av.
            11/30/2023 N.Av.
            11/30/2022 N.Av.
            11/30/2021 N.Av.
            11/30/2020 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.1684
            Benchmark 1 year N.Av.
            Sharpe 3 years N.Av.
            Benchmark 3 years N.Av.
            Sharpe 5 years N.Av.
            Benchmark 5 years N.Av.
            Sortino 1 year 2.0477
            Benchmark 1 year N.Av.
            Sortino 3 years N.Av.
            Benchmark 3 years N.Av.
            Sortino 5 years N.Av.
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +1.52
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +0.92
            3 years N.Av.
            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 N.Av.
            Sortino N.Av.
            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 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            11,375
              
            +3.04
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		11,375 +3.04 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            1,463
              
            +1.52
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		1,463 +1.52 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            1,562
              
            +0.92
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		1,562 +0.92 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            5,024
              
            +1.17
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		5,024 +1.17 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            5,058
              
            +2.05
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		5,058 +2.05 -1 N.Av. -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
            418
              
            +3.04
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		418 +3.04 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            329
              
            +1.52
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		329 +1.52 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            331
              
            +0.92
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		331 +0.92 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            288
              
            +1.17
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		288 +1.17 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            266
              
            +2.05
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		266 +2.05 -1 N.Av. -1 N.Av.

            Italian Funds - Arca Futuro Cedola 2029 P Dis: Performance, Terms, Fees, Risk, Rating


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