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            Trend

            Last Previous Currency Date Chng
            5.20 5.201 EUR 26/06/08 -0.02

            Terms

            Isin IT0005569782
            Contract Type N.D.
            Currency EUR
            Class R
            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 +0.40
            1 year +1.92
            3 years N.Av.
            5 years N.Av.
            Yearly
            05/31/2025 +3.25
            05/31/2024 N.Av.
            05/31/2023 N.Av.
            05/31/2022 N.Av.
            05/31/2021 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 0.3
            Reimbursement 2%
            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 0.3
            Reimbursement 2%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.02
            1 week -0.02
            1 month +0.15
            3 months +0.42
            6 months +0.48
            From the beginning of the year +0.40
            1 year +1.92
            2 years +8.07
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            05/31/2025 +3.25
            05/31/2024 N.Av.
            05/31/2023 N.Av.
            05/31/2022 N.Av.
            05/31/2021 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.0945
            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 0.1138
            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 +2.09
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +1.88
            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 - 26/05/29

            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 1,783 3 years 1,283 5 years 877
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,783
            17,517
              
            +2.08
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Performance             		17,517 +2.08 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,783
            1,224
              
            +2.09
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Total Volatility             		1,224 +2.09 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,783
            1,611
              
            +1.88
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Negative Volatility             		1,611 +1.88 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,783
            16,992
              
            +0.09
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sharpe Index             		16,992 +0.09 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,783
            17,033
              
            +0.11
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sortino Index             		17,033 +0.11 -1 N.Av. -1 N.Av.

            By Category

              1 year 1,783 3 years 1,283 5 years 877
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,783
            613
              
            +2.08
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Performance             		613 +2.08 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,783
            251
              
            +2.09
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Total Volatility             		251 +2.09 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,783
            246
              
            +1.88
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Negative Volatility             		246 +1.88 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,783
            521
              
            +0.09
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sharpe Index             		521 +0.09 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,783
            518
              
            +0.11
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sortino Index             		518 +0.11 -1 N.Av. -1 N.Av.

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


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