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            Trend

            Last Previous Currency Date Chng
            10.943 11.009 EUR 25/12/12 -0.60

            Terms

            Isin IT0005585408
            Contract Type N.D.
            Currency EUR
            Class C
            Risk Class 5
            Assogestioni Category Azionari Europa
            Declared Benchmark N.Av.
            Start Date 24/04/26
            Advisor Name N.Av.
            Fund Asset Under Management 85,2000  at 25/11/28

            Performance

            Cumulatives
            1 month +2.40
            Ytd +9.69
            1 year +8.57
            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

            Anima Sgr Per Azioni
            CORSO GARIBALDI 99 20121 - MILANO (MI)
            Tel. +39-02806381

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0
            Reimbursement 3,75%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Subscription

            One Solution
            Initial 2000,0000 EUR
            Integrative 500,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 2000,0000

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0
            Reimbursement 3,75%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.60
            1 week -0.60
            1 month +2.40
            3 months +0.91
            6 months +2.45
            From the beginning of the year +9.69
            1 year +8.57
            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 1.2606
            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 4.5604
            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 +5.37
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +1.51
            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 - 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 5

            General

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            4,715
              
            +9.54
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		4,715 +9.54 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            6,614
              
            +5.37
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		6,614 +5.37 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            2,759
              
            +1.51
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		2,759 +1.51 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            4,347
              
            +1.26
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		4,347 +1.26 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            1,194
              
            +4.56
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		1,194 +4.56 -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
            371
              
            +9.54
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		371 +9.54 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            14
              
            +5.37
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		14 +5.37 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            16
              
            +1.51
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		16 +1.51 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            156
              
            +1.26
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		156 +1.26 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            75
              
            +4.56
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		75 +4.56 -1 N.Av. -1 N.Av.

            Italian Funds - Anima Picpac Iniziativa Europa 2029 C: Performance, Terms, Fees, Risk, Rating


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