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            Trend

            Last Previous Currency Date Chng
            5.633 5.624 EUR 26/06/17 +0.16

            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 +2.66
            Ytd +2.40
            1 year +5.39
            3 years N.Av.
            5 years N.Av.
            Yearly
            05/31/2025 +7.32
            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 0.45
            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 +0.16
            1 week +1.55
            1 month +2.66
            3 months +2.89
            6 months +3.11
            From the beginning of the year +2.40
            1 year +5.39
            2 years +13.04
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            05/31/2025 +7.32
            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 0.3404
            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 0.3943
            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 +5.17
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +4.51
            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
            14,958
              
            +3.57
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Performance             		14,958 +3.57 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,783
            6,771
              
            +5.17
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Total Volatility             		6,771 +5.17 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,783
            10,261
              
            +4.51
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Negative Volatility             		10,261 +4.51 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,783
            15,596
              
            +0.34
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sharpe Index             		15,596 +0.34 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,783
            15,895
              
            +0.39
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sortino Index             		15,895 +0.39 -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
            1,203
              
            +3.57
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Performance             		1,203 +3.57 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,783
            437
              
            +5.17
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Total Volatility             		437 +5.17 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,783
            697
              
            +4.51
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Negative Volatility             		697 +4.51 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,783
            1,230
              
            +0.34
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sharpe Index             		1,230 +0.34 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,783
            1,246
              
            +0.39
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sortino Index             		1,246 +0.39 -1 N.Av. -1 N.Av.

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


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