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            Trend

            Last Previous Currency Date Chng
            5.411 5.401 EUR 26/04/13 +0.19

            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 +1.63
            Ytd +0.93
            1 year +9.38
            3 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +6.84
            03/31/2024 N.Av.
            03/31/2023 N.Av.
            03/31/2022 N.Av.
            03/31/2021 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 +0.19
            1 week +2.29
            1 month +1.63
            3 months -0.62
            6 months +1.92
            From the beginning of the year +0.93
            1 year +9.38
            2 years N.Av.
            3 years N.Av.
            4 years N.Av.
            5 years N.Av.
            Yearly
            03/31/2025 +6.84
            03/31/2024 N.Av.
            03/31/2023 N.Av.
            03/31/2022 N.Av.
            03/31/2021 N.Av.


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.4267
            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 0.4977
            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 +6.73
            3 years N.Av.
            5 years N.Av.
            Negative Volatility
            1 year +5.77
            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 - 26/03/31

            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 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            9,401
              
            +4.80
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Performance             		9,401 +4.80 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,760
            7,760
              
            +6.73
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Total Volatility             		7,760 +6.73 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,760
            9,087
              
            +5.77
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Negative Volatility             		9,087 +5.77 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,760
            9,250
              
            +0.43
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sharpe Index             		9,250 +0.43 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,760
            9,895
              
            +0.50
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sortino Index             		9,895 +0.50 -1 N.Av. -1 N.Av.

            By Category

              1 year 1,760 3 years 1,281 5 years 867
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,760
            597
              
            +4.80
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Performance             		597 +4.80 -1 N.Av. -1 N.Av.
            Total Volatility
            1 year 1,760
            770
              
            +6.73
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Total Volatility             		770 +6.73 -1 N.Av. -1 N.Av.
            Negative Volatility
            1 year 1,760
            912
              
            +5.77
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Negative Volatility             		912 +5.77 -1 N.Av. -1 N.Av.
            Sharpe Index
            1 year 1,760
            625
              
            +0.43
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sharpe Index             		625 +0.43 -1 N.Av. -1 N.Av.
            Sortino Index
            1 year 1,760
            678
              
            +0.50
            3 years 1,281
            -1
              
            N.Av.
            5 years 867
            -1
              
            N.Av.
            Sortino Index             		678 +0.50 -1 N.Av. -1 N.Av.

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


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