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            Trend

            Last Previous Currency Date Chng
            5.585 5.588 EUR 26/06/09 -0.05

            Terms

            Isin IT0005607343
            Contract Type N.D.
            Currency EUR
            Class R
            Risk Class 3
            Assogestioni Category Fondi Flessibili
            Declared Benchmark N.Av.
            Start Date 24/10/03
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -0.20
            Ytd +4.18
            1 year +8.28
            3 years N.Av.
            5 years N.Av.
            Yearly
            05/31/2025 +6.84
            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 0.9
            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 -0.05
            1 week -1.71
            1 month -0.20
            3 months +3.77
            6 months +4.96
            From the beginning of the year +4.18
            1 year +8.28
            2 years N.Av.
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            05/31/2025 +6.84
            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 0.8281
            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 1.0775
            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 +7.85
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +6.05
            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 3

            General

              1 year 1,783 3 years 1,283 5 years 877
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,783
            9,541
              
            +10.49
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Performance             		9,541 +10.49 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,783
            10,806
              
            +7.85
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Total Volatility             		10,806 +7.85 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,783
            13,118
              
            +6.05
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Negative Volatility             		13,118 +6.05 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,783
            11,333
              
            +0.83
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sharpe Index             		11,333 +0.83 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,783
            12,036
              
            +1.08
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sortino Index             		12,036 +1.08 -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
            611
              
            +10.49
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Performance             		611 +10.49 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,783
            920
              
            +7.85
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Total Volatility             		920 +7.85 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,783
            1,082
              
            +6.05
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Negative Volatility             		1,082 +6.05 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,783
            867
              
            +0.83
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sharpe Index             		867 +0.83 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,783
            902
              
            +1.08
            3 years 1,283
            -1
              
            N.Av.
            5 years 877
            -1
              
            N.Av.
            Sortino Index             		902 +1.08 -1 N.Av. -1 N.Av.

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


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