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            Trend

            Last Previous Currency Date Chng
            5.748 5.746 EUR 26/05/21 +0.03

            Terms

            Isin IT0005589327
            Contract Type N.D.
            Currency EUR
            Class R
            Risk Class 3
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 24/05/07
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +2.44
            Ytd +2.53
            1 year +9.49
            3 years N.Av.
            5 years N.Av.
            Yearly
            04/30/2025 +7.52
            04/30/2024 N.Av.
            04/30/2023 N.Av.
            04/30/2022 N.Av.
            04/30/2021 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 0.9
            Reimbursement 3%
            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 0.9
            Reimbursement 3%
            Administrative N.Av.
            Switch N.Av.
            Tunnel N.D.

            Performance

            Cumulatives
            1 day +0.03
            1 week -0.48
            1 month +2.44
            3 months +2.10
            6 months +4.32
            From the beginning of the year +2.53
            1 year +9.49
            2 years +14.96
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            04/30/2025 +7.52
            04/30/2024 N.Av.
            04/30/2023 N.Av.
            04/30/2022 N.Av.
            04/30/2021 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.9544
            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 1.5131
            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 +7.70
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +4.86
            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 - 26/04/30

            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 3

            General

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            10,617
              
            +9.47
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Performance             		10,617 +9.47 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,765
            10,789
              
            +7.70
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Total Volatility             		10,789 +7.70 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,765
            11,526
              
            +4.86
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Negative Volatility             		11,526 +4.86 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,765
            10,265
              
            +0.95
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Sharpe Index             		10,265 +0.95 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,765
            10,291
              
            +1.51
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Sortino Index             		10,291 +1.51 -1 N.Av. -1 N.Av.

            By Category

              1 year 1,765 3 years 1,284 5 years 871
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,765
            669
              
            +9.47
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Performance             		669 +9.47 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,765
            903
              
            +7.70
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Total Volatility             		903 +7.70 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,765
            869
              
            +4.86
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Negative Volatility             		869 +4.86 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,765
            732
              
            +0.95
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Sharpe Index             		732 +0.95 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,765
            685
              
            +1.51
            3 years 1,284
            -1
              
            N.Av.
            5 years 871
            -1
              
            N.Av.
            Sortino Index             		685 +1.51 -1 N.Av. -1 N.Av.

            Italian Funds - Arca Obiettivo America 50 2029 R: Performance, Terms, Fees, Risk, Rating


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