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Arca Obiettivo Globale 50 2030 Ii R
5.518
+0.13%
Currency: EUR
Date: 26/05/28
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 5.518 | 5.511 | EUR | 26/05/28 | +0.13 |
Terms
| Isin | IT0005620882 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | R |
| Risk Class | 3 |
| Assogestioni Category | Fondi Flessibili |
| Declared Benchmark | N.Av. |
| Start Date | 25/01/02 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | +3.06 |
| Ytd | +4.47 |
| 1 year | +8.07 |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 04/30/2025 | N.Av. |
| 04/30/2024 | N.Av. |
| 04/30/2023 | N.Av. |
| 04/30/2022 | N.Av. |
| 04/30/2021 | 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 | 0.9 |
| 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 | +0.13 |
| 1 week | +1.27 |
| 1 month | +3.06 |
| 3 months | +1.49 |
| 6 months | +4.63 |
| From the beginning of the year | +4.47 |
| 1 year | +8.07 |
| 2 years | N.Av. |
| 3 years | N.Av. |
| 4 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 04/30/2025 | N.Av. |
| 04/30/2024 | N.Av. |
| 04/30/2023 | N.Av. |
| 04/30/2022 | N.Av. |
| 04/30/2021 | N.Av. |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 0.7369 |
| 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 | 0.9933 |
| 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 | +6.15 |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | +4.56 |
| 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 - 26/04/30
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 1,765 | 3 years 1,284 | 5 years 871 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,765
12,344
+6.54
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
12,344 | +6.54 | -1 | N.Av. | -1 | N.Av. |
|
Total Volatility
1 year 1,765
9,053
+6.15
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
9,053 | +6.15 | -1 | N.Av. | -1 | N.Av. |
|
Negative Volatility
1 year 1,765
10,900
+4.56
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
10,900 | +4.56 | -1 | N.Av. | -1 | N.Av. |
|
Sharpe Index
1 year 1,765
12,256
+0.74
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
12,256 | +0.74 | -1 | N.Av. | -1 | N.Av. |
|
Sortino Index
1 year 1,765
12,792
+0.99
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
12,792 | +0.99 | -1 | N.Av. | -1 | N.Av. |
By Category
| 1 year 1,765 | 3 years 1,284 | 5 years 871 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,765
906
+6.54
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
906 | +6.54 | -1 | N.Av. | -1 | N.Av. |
|
Total Volatility
1 year 1,765
600
+6.15
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
600 | +6.15 | -1 | N.Av. | -1 | N.Av. |
|
Negative Volatility
1 year 1,765
781
+4.56
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
781 | +4.56 | -1 | N.Av. | -1 | N.Av. |
|
Sharpe Index
1 year 1,765
942
+0.74
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
942 | +0.74 | -1 | N.Av. | -1 | N.Av. |
|
Sortino Index
1 year 1,765
960
+0.99
3 years 1,284
-1
N.Av.
5 years 871
-1
N.Av.
|
960 | +0.99 | -1 | N.Av. | -1 | N.Av. |
Data provided by 