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            Trend

            Last Previous Currency Date Chng
            5.557 5.532 EUR 25/12/18 +0.45

            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 +0.74
            Ytd +6.58
            1 year +6.48
            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

            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 +0.45
            1 week -0.86
            1 month +0.74
            3 months +0.63
            6 months +4.71
            From the beginning of the year +6.58
            1 year +6.48
            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 1.3478
            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 2.2301
            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 +5.09
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +3.13
            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 3

            General

              1 year 1,719 3 years 1,244 5 years 845
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,719
            6,692
              
            +6.35
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		6,692 +6.35 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            6,334
              
            +5.09
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		6,334 +5.09 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            6,431
              
            +3.13
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		6,431 +3.13 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            3,730
              
            +1.35
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		3,730 +1.35 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            4,414
              
            +2.23
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		4,414 +2.23 -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
            372
              
            +6.35
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		372 +6.35 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            596
              
            +5.09
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		596 +5.09 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            567
              
            +3.13
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		567 +3.13 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            232
              
            +1.35
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		232 +1.35 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            261
              
            +2.23
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		261 +2.23 -1 N.Av. -1 N.Av.

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


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