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            Trend

            Last Previous Currency Date Chng
            39.841 41.706 EUR 26/03/31 -4.47

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class C
            Risk Class 5
            Assogestioni Category Azionari
            Declared Benchmark N.Av.
            Start Date 98/12/15
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 175,1163  at 26/02/27

            Performance

            Cumulatives
            1 month -4.47
            Ytd -2.52
            1 year +8.88
            3 years +27.15
            5 years +25.85
            Yearly
            02/28/2025 +9.00
            02/29/2024 +12.16
            02/28/2023 +11.17
            02/28/2022 -12.60
            02/28/2021 +13.27
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 65,0000 - Max: 65,0000
            Management 1.44
            Reimbursement 20
            Administrative 20; 5
            Switch 20
            Tunnel N.D.

            Subscription

            One Solution
            Initial 0,0000 EUR
            Integrative 0,0000 EUR
            Accumulation Plan
            Duration N.Av.
            Minimum Payment Unit N.Av.
            Initial Payment 0,0000

            Costs

            Entrance (ACP) Min: 65,0000 - Max: 65,0000
            Management 1.44
            Reimbursement 20
            Administrative 20; 5
            Switch 20
            Tunnel N.D.

            Performance

            Cumulatives
            1 day N.Av.
            1 week -4.47
            1 month -4.47
            3 months -2.52
            6 months -0.16
            From the beginning of the year -2.52
            1 year +8.88
            2 years +11.78
            3 years +27.15
            4 years +20.41
            5 years +25.85
            Yearly
            02/28/2025 +9.00
            02/29/2024 +12.16
            02/28/2023 +11.17
            02/28/2022 -12.60
            02/28/2021 +13.27


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.0085
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.0134
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.5685
            Benchmark 5 years N.Av.
            Sortino 1 year 1.5624
            Benchmark 1 year N.Av.
            Sortino 3 years 1.7815
            Benchmark 3 years N.Av.
            Sortino 5 years 0.8366
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +6.25
            3 years +6.48
            5 years +8.32
            Negative Volatility
            1 year +4.08
            3 years +3.69
            5 years +5.61

            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 1.0134
            Sortino 1.7815
            Bull Market +2.61
            Bear Market -3.39
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 5

            General

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            14,763
              
            +10.12
            3 years 
            8,204
              
            +34.87
            5 years 
            5,960
              
            +35.21
            Performance             		14,763 +10.12 8,204 +34.87 5,960 +35.21
            Total Volatility
            1 year 
            7,436
              
            +6.25
            3 years 
            6,012
              
            +6.48
            5 years 
            5,320
              
            +8.32
            Total Volatility             		7,436 +6.25 6,012 +6.48 5,320 +8.32
            Negative Volatility
            1 year 
            10,975
              
            +4.08
            3 years 
            8,143
              
            +3.69
            5 years 
            6,173
              
            +5.61
            Negative Volatility             		10,975 +4.08 8,143 +3.69 6,173 +5.61
            Sharpe Index
            1 year 
            14,386
              
            +1.01
            3 years 
            7,515
              
            +1.01
            5 years 
            5,337
              
            +0.57
            Sharpe Index             		14,386 +1.01 7,515 +1.01 5,337 +0.57
            Sortino Index
            1 year 
            15,411
              
            +1.56
            3 years 
            9,119
              
            +1.78
            5 years 
            6,102
              
            +0.84
            Sortino Index             		15,411 +1.56 9,119 +1.78 5,337 +0.84

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            36
              
            +10.12
            3 years 
            26
              
            +34.87
            5 years 
            17
              
            +35.21
            Performance             		36 +10.12 26 +34.87 17 +35.21
            Total Volatility
            1 year 
            5
              
            +6.25
            3 years 
            5
              
            +6.48
            5 years 
            3
              
            +8.32
            Total Volatility             		5 +6.25 5 +6.48 3 +8.32
            Negative Volatility
            1 year 
            7
              
            +4.08
            3 years 
            6
              
            +3.69
            5 years 
            3
              
            +5.61
            Negative Volatility             		7 +4.08 6 +3.69 3 +5.61
            Sharpe Index
            1 year 
            35
              
            +1.01
            3 years 
            21
              
            +1.01
            5 years 
            15
              
            +0.57
            Sharpe Index             		35 +1.01 21 +1.01 15 +0.57
            Sortino Index
            1 year 
            34
              
            +1.56
            3 years 
            23
              
            +1.78
            5 years 
            16
              
            +0.84
            Sortino Index             		34 +1.56 23 +1.78 16 +0.84

            Retirement Funds - Arca Previdenza Alta Crescita Sostenibile C: Performance, Terms, Fees, Risk, Rating


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