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Data
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            Trend

            Last Previous Currency Date Chng
            5.54 5.562 EUR 26/04/20 -0.40

            Terms

            Isin IT0005582470
            Contract Type N.D.
            Currency EUR
            Class P
            Risk Class 2
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 24/04/02
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +3.22
            Ytd +0.71
            1 year +5.91
            3 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +7.32
            03/31/2024 N.Av.
            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 0.45
            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 0.45
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.40
            1 week +0.78
            1 month +3.22
            3 months +0.04
            6 months +0.98
            From the beginning of the year +0.71
            1 year +5.91
            2 years +10.80
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +7.32
            03/31/2024 N.Av.
            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 0.1349
            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 0.1548
            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 +4.93
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +4.30
            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 - 26/03/31

            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 1,758 3 years 1,279 5 years 865
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,758
            12,343
              
            +2.62
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Performance             		12,343 +2.62 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,758
            5,944
              
            +4.93
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Total Volatility             		5,944 +4.93 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,758
            6,625
              
            +4.30
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Negative Volatility             		6,625 +4.30 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,758
            12,625
              
            +0.13
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Sharpe Index             		12,625 +0.13 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,758
            12,792
              
            +0.15
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Sortino Index             		12,792 +0.15 -1 N.Av. -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
            961
              
            +2.62
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Performance             		961 +2.62 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,758
            440
              
            +4.93
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Total Volatility             		440 +4.93 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,758
            548
              
            +4.30
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Negative Volatility             		548 +4.30 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,758
            956
              
            +0.13
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Sharpe Index             		956 +0.13 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,758
            969
              
            +0.15
            3 years 1,279
            -1
              
            N.Av.
            5 years 865
            -1
              
            N.Av.
            Sortino Index             		969 +0.15 -1 N.Av. -1 N.Av.

            Italian Funds - Arca Difesa Attiva 2029 Vii P: Performance, Terms, Fees, Risk, Rating


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