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Arca Previdenza Alta Crescita Sostenibile R
45.088
+5.59%
Currency: EUR
Date: 26/04/30
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 45.088 | 42.70 | EUR | 26/04/30 | +5.59 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | R |
| Risk Class | N.Ap. |
| Assogestioni Category | Azionari |
| Declared Benchmark | N.Av. |
| Start Date | 09/01/30 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 720,8849 at 26/04/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | N.Av. |
| Ytd | +3.03 |
| 1 year | +16.19 |
| 3 years | +35.99 |
| 5 years | +33.12 |
| Yearly | |
|---|---|
| 04/30/2025 | +9.42 |
| 04/30/2024 | +12.58 |
| 04/30/2023 | +11.59 |
| 04/30/2022 | -12.25 |
| 04/30/2021 | +13.69 |
| 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: 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 | +5.59 |
| 1 week | +5.59 |
| 1 month | N.Av. |
| 3 months | +1.68 |
| 6 months | +5.63 |
| From the beginning of the year | +3.03 |
| 1 year | +16.19 |
| 2 years | +21.06 |
| 3 years | +35.99 |
| 4 years | +34.62 |
| 5 years | +33.12 |
| Yearly | |
|---|---|
| 04/30/2025 | +9.42 |
| 04/30/2024 | +12.58 |
| 04/30/2023 | +11.59 |
| 04/30/2022 | -12.25 |
| 04/30/2021 | +13.69 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 1.6297 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.9973 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.4807 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 2.7889 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.6906 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.7223 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +8.23 |
| 3 years | +7.59 |
| 5 years | +8.84 |
| Negative Volatility | |
|---|---|
| 1 year | +4.81 |
| 3 years | +4.48 |
| 5 years | +5.88 |
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 | 0.9973 |
| Sortino | 1.6906 |
| Bull Market | +5.59 |
| Bear Market | -3.35 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | N.Ap. |
General
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
14,212
+16.19
3 years
7,491
+35.99
5 years
5,397
+33.12
|
14,212 | +16.19 | 7,491 | +35.99 | 5,397 | +33.12 |
|
Total Volatility
1 year
7,452
+8.23
3 years
6,010
+7.59
5 years
5,322
+8.84
|
7,452 | +8.23 | 6,010 | +7.59 | 5,322 | +8.84 |
|
Negative Volatility
1 year
10,848
+4.81
3 years
8,077
+4.48
5 years
6,114
+5.88
|
10,848 | +4.81 | 8,077 | +4.48 | 6,114 | +5.88 |
|
Sharpe Index
1 year
13,837
+1.63
3 years
6,355
+1.00
5 years
4,444
+0.48
|
13,837 | +1.63 | 6,355 | +1.00 | 4,444 | +0.48 |
|
Sortino Index
1 year
14,923
+2.79
3 years
8,122
+1.69
5 years
5,276
+0.72
|
14,923 | +2.79 | 8,122 | +1.69 | 4,444 | +0.72 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
35
+16.19
3 years
22
+35.99
5 years
13
+33.12
|
35 | +16.19 | 22 | +35.99 | 13 | +33.12 |
|
Total Volatility
1 year
7
+8.23
3 years
4
+7.59
5 years
4
+8.84
|
7 | +8.23 | 4 | +7.59 | 4 | +8.84 |
|
Negative Volatility
1 year
6
+4.81
3 years
5
+4.48
5 years
2
+5.88
|
6 | +4.81 | 5 | +4.48 | 2 | +5.88 |
|
Sharpe Index
1 year
30
+1.63
3 years
15
+1.00
5 years
8
+0.48
|
30 | +1.63 | 15 | +1.00 | 8 | +0.48 |
|
Sortino Index
1 year
32
+2.79
3 years
15
+1.69
5 years
11
+0.72
|
32 | +2.79 | 15 | +1.69 | 11 | +0.72 |
Data provided by 