Register
Personal page Log out
Data
    Pages
      Documents
        Glossary
             

            Trend

            Last Previous Currency Date Chng
            42.70 44.683 EUR 26/03/31 -4.44

            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 713,2878  at 26/02/27

            Performance

            Cumulatives
            1 month -4.44
            Ytd -2.43
            1 year +9.30
            3 years +28.60
            5 years +28.27
            Yearly
            02/28/2025 +9.42
            02/29/2024 +12.58
            02/28/2023 +11.59
            02/28/2022 -12.25
            02/28/2021 +13.69
            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 -4.44
            1 month -4.44
            3 months -2.43
            6 months +0.04
            From the beginning of the year -2.43
            1 year +9.30
            2 years +12.64
            3 years +28.60
            4 years +22.26
            5 years +28.27
            Yearly
            02/28/2025 +9.42
            02/29/2024 +12.58
            02/28/2023 +11.59
            02/28/2022 -12.25
            02/28/2021 +13.69


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.0688
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.0723
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.6143
            Benchmark 5 years N.Av.
            Sortino 1 year 1.6733
            Benchmark 1 year N.Av.
            Sortino 3 years 1.9128
            Benchmark 3 years N.Av.
            Sortino 5 years 0.9136
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +6.25
            3 years +6.47
            5 years +8.32
            Negative Volatility
            1 year +4.03
            3 years +3.63
            5 years +5.55

            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 1.0723
            Sortino 1.9128
            Bull Market +2.64
            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
              
            +10.54
            3 years 
            7,491
              
            +36.40
            5 years 
            5,397
              
            +37.80
            Performance             		14,212 +10.54 7,491 +36.40 5,397 +37.80
            Total Volatility
            1 year 
            7,452
              
            +6.25
            3 years 
            6,010
              
            +6.47
            5 years 
            5,322
              
            +8.32
            Total Volatility             		7,452 +6.25 6,010 +6.47 5,322 +8.32
            Negative Volatility
            1 year 
            10,848
              
            +4.03
            3 years 
            8,077
              
            +3.63
            5 years 
            6,114
              
            +5.55
            Negative Volatility             		10,848 +4.03 8,077 +3.63 6,114 +5.55
            Sharpe Index
            1 year 
            13,837
              
            +1.07
            3 years 
            6,355
              
            +1.07
            5 years 
            4,444
              
            +0.61
            Sharpe Index             		13,837 +1.07 6,355 +1.07 4,444 +0.61
            Sortino Index
            1 year 
            14,923
              
            +1.67
            3 years 
            8,122
              
            +1.91
            5 years 
            5,276
              
            +0.91
            Sortino Index             		14,923 +1.67 8,122 +1.91 4,444 +0.91

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            35
              
            +10.54
            3 years 
            22
              
            +36.40
            5 years 
            13
              
            +37.80
            Performance             		35 +10.54 22 +36.40 13 +37.80
            Total Volatility
            1 year 
            7
              
            +6.25
            3 years 
            4
              
            +6.47
            5 years 
            4
              
            +8.32
            Total Volatility             		7 +6.25 4 +6.47 4 +8.32
            Negative Volatility
            1 year 
            6
              
            +4.03
            3 years 
            5
              
            +3.63
            5 years 
            2
              
            +5.55
            Negative Volatility             		6 +4.03 5 +3.63 2 +5.55
            Sharpe Index
            1 year 
            30
              
            +1.07
            3 years 
            15
              
            +1.07
            5 years 
            8
              
            +0.61
            Sharpe Index             		30 +1.07 15 +1.07 8 +0.61
            Sortino Index
            1 year 
            32
              
            +1.67
            3 years 
            15
              
            +1.91
            5 years 
            11
              
            +0.91
            Sortino Index             		32 +1.67 15 +1.91 11 +0.91

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


            The Exchange accepts no responsability for the content of the website you are now accessing or for any reliance placed by you or any person on the information contained on it.

            By allowing this link the Exchange does not intend in any country, directly or indirectly, to solicit business or offer any securities to any person.


            You will be redirected in five seconds.