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            Trend

            Last Previous Currency Date Chng
            199.50 194.39 EUR 26/04/01 +2.63

            Terms

            Isin LU0715610621
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class R
            Risk Class 4
            Assogestioni Category Azionari Area Euro
            Declared Benchmark 100% Euro Stoxx 50 TR
            Start Date 12/10/05
            Advisor Name 8a+ Investimenti SGR
            Fund Asset Under Management 3,4249  at 18/09/28

            Performance

            Cumulatives
            1 month -4.23
            Ytd +4.01
            1 year +16.94
            3 years +43.48
            5 years +43.87
            Yearly
            02/28/2025 +19.56
            02/29/2024 +8.02
            02/28/2023 +20.04
            02/28/2022 -16.49
            02/28/2021 +17.83
            Rating
            Score
            57.3281

            Company

            8a+ Investimenti Sgr
            Piazza Monte Grappa n. 4 21100 - Varese
            Tel. +39 0332251411

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel 0

            Subscription

            One Solution
            Initial 5000,0000 EUR
            Integrative 1000,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 5000,0000

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 2
            Reimbursement 0%
            Administrative N.Av.
            Switch N.Av.
            Tunnel 0

            Performance

            Cumulatives
            1 day +2.63
            1 week +1.87
            1 month -4.23
            3 months +4.01
            6 months +8.12
            From the beginning of the year +4.01
            1 year +16.94
            2 years +25.02
            3 years +43.48
            4 years +50.68
            5 years +43.87
            Yearly
            02/28/2025 +19.56
            02/29/2024 +8.02
            02/28/2023 +20.04
            02/28/2022 -16.49
            02/28/2021 +17.83


            Rating
            Rating Rating Rating
            Score
            57.3281

            Efficiency Indicators

            Sharpe 1 year 2.0569
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.0903
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6464
            Benchmark 5 years N.Av.
            Sortino 1 year 5.2356
            Benchmark 1 year N.Av.
            Sortino 3 years 2.0284
            Benchmark 3 years N.Av.
            Sortino 5 years 1.0361
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.56
            3 years +9.30
            5 years +13.65
            Negative Volatility
            1 year +2.98
            3 years +5.00
            5 years +8.48

            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 1.0903
            Sortino 2.0284
            Bull Market +8.20
            Bear Market -2.93
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 18,005 3 years 15,888 5 years 14,134
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 18,005
            2,903
              
            +20.92
            3 years 15,888
            3,047
              
            +49.96
            5 years 14,134
            2,888
              
            +60.56
            Performance             		2,903 +20.92 3,047 +49.96 2,888 +60.56
            Total Volatility
            1 year 18,005
            9,975
              
            +7.56
            3 years 15,888
            11,055
              
            +9.30
            5 years 14,134
            12,646
              
            +13.65
            Total Volatility             		9,975 +7.56 11,055 +9.30 12,646 +13.65
            Negative Volatility
            1 year 18,005
            6,955
              
            +2.98
            3 years 15,888
            8,888
              
            +5.00
            5 years 14,134
            12,032
              
            +8.48
            Negative Volatility             		6,955 +2.98 8,888 +5.00 12,032 +8.48
            Sharpe Index
            1 year 18,005
            1,586
              
            +2.06
            3 years 15,888
            2,100
              
            +1.09
            5 years 14,134
            3,095
              
            +0.65
            Sharpe Index             		1,586 +2.06 2,100 +1.09 3,095 +0.65
            Sortino Index
            1 year 18,005
            1,541
              
            +5.24
            3 years 15,888
            2,012
              
            +2.03
            5 years 14,134
            3,032
              
            +1.04
            Sortino Index             		1,541 +5.24 2,012 +2.03 3,095 +1.04

            By Category

              1 year 18,005 3 years 15,888 5 years 14,134
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 18,005
            41
              
            +20.92
            3 years 15,888
            64
              
            +49.96
            5 years 14,134
            96
              
            +60.56
            Performance             		41 +20.92 64 +49.96 96 +60.56
            Total Volatility
            1 year 18,005
            48
              
            +7.56
            3 years 15,888
            26
              
            +9.30
            5 years 14,134
            87
              
            +13.65
            Total Volatility             		48 +7.56 26 +9.30 87 +13.65
            Negative Volatility
            1 year 18,005
            49
              
            +2.98
            3 years 15,888
            39
              
            +5.00
            5 years 14,134
            100
              
            +8.48
            Negative Volatility             		49 +2.98 39 +5.00 100 +8.48
            Sharpe Index
            1 year 18,005
            48
              
            +2.06
            3 years 15,888
            66
              
            +1.09
            5 years 14,134
            98
              
            +0.65
            Sharpe Index             		48 +2.06 66 +1.09 98 +0.65
            Sortino Index
            1 year 18,005
            50
              
            +5.24
            3 years 15,888
            68
              
            +2.03
            5 years 14,134
            99
              
            +1.04
            Sortino Index             		50 +5.24 68 +2.03 99 +1.04

            Foreign Funds - 8a+ Sicav Eiger R Cap Eur: Performance, Terms, Fees, Risk, Rating


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