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            Trend

            Last Previous Currency Date Chng
            40.599 40.606 EUR 25/11/28 -0.02

            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 167,9922  at 25/11/28

            Performance

            Cumulatives
            1 month +1.74
            Ytd +8.27
            1 year +9.72
            3 years +36.02
            5 years +43.84
            Yearly
            11/30/2024 +12.16
            11/30/2023 +11.17
            11/30/2022 -12.60
            11/30/2021 +13.27
            11/30/2020 +6.91
            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 -0.02
            1 week -0.02
            1 month +1.74
            3 months +4.63
            6 months +11.74
            From the beginning of the year +8.27
            1 year +9.72
            2 years +31.27
            3 years +36.02
            4 years +19.51
            5 years +43.84
            Yearly
            11/30/2024 +12.16
            11/30/2023 +11.17
            11/30/2022 -12.60
            11/30/2021 +13.27
            11/30/2020 +6.91


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.0303
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.0095
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6991
            Benchmark 5 years N.Av.
            Sortino 1 year 1.6756
            Benchmark 1 year N.Av.
            Sortino 3 years 1.7566
            Benchmark 3 years N.Av.
            Sortino 5 years 1.0792
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +6.87
            3 years +7.48
            5 years +8.64
            Negative Volatility
            1 year +4.29
            3 years +4.29
            5 years +5.56

            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 - 25/11/28

            Relative

            Sharpe 1.0095
            Sortino 1.7566
            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
              
            +6.92
            3 years 
            8,204
              
            +30.23
            5 years 
            5,960
              
            +36.08
            Performance             		14,763 +6.92 8,204 +30.23 5,960 +36.08
            Total Volatility
            1 year 
            7,436
              
            +6.87
            3 years 
            6,012
              
            +7.48
            5 years 
            5,320
              
            +8.64
            Total Volatility             		7,436 +6.87 6,012 +7.48 5,320 +8.64
            Negative Volatility
            1 year 
            10,975
              
            +4.29
            3 years 
            8,143
              
            +4.29
            5 years 
            6,173
              
            +5.56
            Negative Volatility             		10,975 +4.29 8,143 +4.29 6,173 +5.56
            Sharpe Index
            1 year 
            14,386
              
            +1.03
            3 years 
            7,515
              
            +1.01
            5 years 
            5,337
              
            +0.70
            Sharpe Index             		14,386 +1.03 7,515 +1.01 5,337 +0.70
            Sortino Index
            1 year 
            15,411
              
            +1.68
            3 years 
            9,119
              
            +1.76
            5 years 
            6,102
              
            +1.08
            Sortino Index             		15,411 +1.68 9,119 +1.76 5,337 +1.08

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            36
              
            +6.92
            3 years 
            26
              
            +30.23
            5 years 
            17
              
            +36.08
            Performance             		36 +6.92 26 +30.23 17 +36.08
            Total Volatility
            1 year 
            5
              
            +6.87
            3 years 
            5
              
            +7.48
            5 years 
            3
              
            +8.64
            Total Volatility             		5 +6.87 5 +7.48 3 +8.64
            Negative Volatility
            1 year 
            7
              
            +4.29
            3 years 
            6
              
            +4.29
            5 years 
            3
              
            +5.56
            Negative Volatility             		7 +4.29 6 +4.29 3 +5.56
            Sharpe Index
            1 year 
            35
              
            +1.03
            3 years 
            21
              
            +1.01
            5 years 
            15
              
            +0.70
            Sharpe Index             		35 +1.03 21 +1.01 15 +0.70
            Sortino Index
            1 year 
            34
              
            +1.68
            3 years 
            23
              
            +1.76
            5 years 
            16
              
            +1.08
            Sortino Index             		34 +1.68 23 +1.76 16 +1.08

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


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