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            Trend

            Last Previous Currency Date Chng
            5.306 5.312 EUR 25/12/16 -0.11

            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 -0.49
            Ytd +5.74
            1 year +6.12
            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 -0.11
            1 week -0.28
            1 month -0.49
            3 months +0.91
            6 months +2.91
            From the beginning of the year +5.74
            1 year +6.12
            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 1.6827
            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 2.7972
            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 +2.74
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +1.69
            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
            6,175
              
            +6.98
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		6,175 +6.98 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            3,535
              
            +2.74
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		3,535 +2.74 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            3,272
              
            +1.69
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		3,272 +1.69 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            1,880
              
            +1.68
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		1,880 +1.68 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            2,986
              
            +2.80
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		2,986 +2.80 -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
            316
              
            +6.98
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Performance             		316 +6.98 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,719
            206
              
            +2.74
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Total Volatility             		206 +2.74 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,719
            224
              
            +1.69
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Negative Volatility             		224 +1.69 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,719
            111
              
            +1.68
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sharpe Index             		111 +1.68 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,719
            176
              
            +2.80
            3 years 1,244
            -1
              
            N.Av.
            5 years 845
            -1
              
            N.Av.
            Sortino Index             		176 +2.80 -1 N.Av. -1 N.Av.

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


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