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            Trend

            Last Previous Currency Date Chng
            43.456 43.451 EUR 25/11/28 +0.01

            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 693,7404  at 25/11/28

            Performance

            Cumulatives
            1 month +1.81
            Ytd +8.65
            1 year +10.16
            3 years +37.61
            5 years +46.63
            Yearly
            11/30/2024 +12.58
            11/30/2023 +11.59
            11/30/2022 -12.25
            11/30/2021 +13.69
            11/30/2020 +7.32
            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 +0.01
            1 week +0.01
            1 month +1.81
            3 months +4.76
            6 months +11.98
            From the beginning of the year +8.65
            1 year +10.16
            2 years +32.29
            3 years +37.61
            4 years +21.39
            5 years +46.63
            Yearly
            11/30/2024 +12.58
            11/30/2023 +11.59
            11/30/2022 -12.25
            11/30/2021 +13.69
            11/30/2020 +7.32


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.0857
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.0605
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7432
            Benchmark 5 years N.Av.
            Sortino 1 year 1.7879
            Benchmark 1 year N.Av.
            Sortino 3 years 1.8707
            Benchmark 3 years N.Av.
            Sortino 5 years 1.1594
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +6.86
            3 years +7.48
            5 years +8.64
            Negative Volatility
            1 year +4.23
            3 years +4.23
            5 years +5.50

            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 1.0605
            Sortino 1.8707
            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
              
            +7.33
            3 years 
            7,491
              
            +31.71
            5 years 
            5,397
              
            +38.68
            Performance             		14,212 +7.33 7,491 +31.71 5,397 +38.68
            Total Volatility
            1 year 
            7,452
              
            +6.86
            3 years 
            6,010
              
            +7.48
            5 years 
            5,322
              
            +8.64
            Total Volatility             		7,452 +6.86 6,010 +7.48 5,322 +8.64
            Negative Volatility
            1 year 
            10,848
              
            +4.23
            3 years 
            8,077
              
            +4.23
            5 years 
            6,114
              
            +5.50
            Negative Volatility             		10,848 +4.23 8,077 +4.23 6,114 +5.50
            Sharpe Index
            1 year 
            13,837
              
            +1.09
            3 years 
            6,355
              
            +1.06
            5 years 
            4,444
              
            +0.74
            Sharpe Index             		13,837 +1.09 6,355 +1.06 4,444 +0.74
            Sortino Index
            1 year 
            14,923
              
            +1.79
            3 years 
            8,122
              
            +1.87
            5 years 
            5,276
              
            +1.16
            Sortino Index             		14,923 +1.79 8,122 +1.87 4,444 +1.16

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            35
              
            +7.33
            3 years 
            22
              
            +31.71
            5 years 
            13
              
            +38.68
            Performance             		35 +7.33 22 +31.71 13 +38.68
            Total Volatility
            1 year 
            7
              
            +6.86
            3 years 
            4
              
            +7.48
            5 years 
            4
              
            +8.64
            Total Volatility             		7 +6.86 4 +7.48 4 +8.64
            Negative Volatility
            1 year 
            6
              
            +4.23
            3 years 
            5
              
            +4.23
            5 years 
            2
              
            +5.50
            Negative Volatility             		6 +4.23 5 +4.23 2 +5.50
            Sharpe Index
            1 year 
            30
              
            +1.09
            3 years 
            15
              
            +1.06
            5 years 
            8
              
            +0.74
            Sharpe Index             		30 +1.09 15 +1.06 8 +0.74
            Sortino Index
            1 year 
            32
              
            +1.79
            3 years 
            15
              
            +1.87
            5 years 
            11
              
            +1.16
            Sortino Index             		32 +1.79 15 +1.87 11 +1.16

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


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