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Arca Futuro Cedola Plus 2030 Ii R Dis
5.097
+0.45%
Currency: EUR
Date: 26/04/01
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 5.097 | 5.074 | EUR | 26/04/01 | +0.45 |
Terms
| Isin | IT0005620981 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | R |
| Risk Class | 2 |
| Assogestioni Category | Obb. Flessibili |
| Declared Benchmark | N.Av. |
| Start Date | 25/01/02 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 618,9000 at 26/03/20 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -1.58 |
| Ytd | -0.73 |
| 1 year | +3.12 |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 02/28/2025 | N.Av. |
| 02/29/2024 | N.Av. |
| 02/28/2023 | N.Av. |
| 02/28/2022 | N.Av. |
| 02/28/2021 | N.Av. |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Company
Arca Sgr Spa
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 0.52 |
| Reimbursement | 1,65% |
| 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 | 0.52 |
| Reimbursement | 1,65% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +0.45 |
| 1 week | +0.10 |
| 1 month | -1.58 |
| 3 months | -0.73 |
| 6 months | -0.27 |
| From the beginning of the year | -0.73 |
| 1 year | +3.12 |
| 2 years | N.Av. |
| 3 years | N.Av. |
| 4 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 02/28/2025 | N.Av. |
| 02/29/2024 | N.Av. |
| 02/28/2023 | N.Av. |
| 02/28/2022 | N.Av. |
| 02/28/2021 | N.Av. |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 1.6645 |
| 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 | 6.1249 |
| 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 | +1.34 |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | +0.38 |
| 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 - 26/02/27
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 | 2 |
General
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
9,974
+4.78
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
9,974 | +4.78 | -1 | N.Av. | -1 | N.Av. |
|
Total Volatility
1 year 1,764
1,442
+1.34
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
1,442 | +1.34 | -1 | N.Av. | -1 | N.Av. |
|
Negative Volatility
1 year 1,764
664
+0.38
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
664 | +0.38 | -1 | N.Av. | -1 | N.Av. |
|
Sharpe Index
1 year 1,764
2,741
+1.66
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
2,741 | +1.66 | -1 | N.Av. | -1 | N.Av. |
|
Sortino Index
1 year 1,764
1,261
+6.12
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
1,261 | +6.12 | -1 | N.Av. | -1 | N.Av. |
By Category
| 1 year 1,764 | 3 years 1,281 | 5 years 866 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,764
132
+4.78
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
132 | +4.78 | -1 | N.Av. | -1 | N.Av. |
|
Total Volatility
1 year 1,764
333
+1.34
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
333 | +1.34 | -1 | N.Av. | -1 | N.Av. |
|
Negative Volatility
1 year 1,764
118
+0.38
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
118 | +0.38 | -1 | N.Av. | -1 | N.Av. |
|
Sharpe Index
1 year 1,764
117
+1.66
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
117 | +1.66 | -1 | N.Av. | -1 | N.Av. |
|
Sortino Index
1 year 1,764
44
+6.12
3 years 1,281
-1
N.Av.
5 years 866
-1
N.Av.
|
44 | +6.12 | -1 | N.Av. | -1 | N.Av. |
Data provided by 