Register
Personal page Log out
Data
    Pages
      Documents
        Glossary
             

            Trend

            Last Previous Currency Date Chng
            29.572 29.582 EUR 25/11/28 -0.03

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class C
            Risk Class 4
            Assogestioni Category Bilanciati
            Declared Benchmark N.Av.
            Start Date 98/12/15
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 157,0249  at 25/11/28

            Performance

            Cumulatives
            1 month +1.39
            Ytd +5.59
            1 year +6.47
            3 years +26.34
            5 years +21.73
            Yearly
            11/30/2024 +8.21
            11/30/2023 +9.05
            11/30/2022 -13.74
            11/30/2021 +7.11
            11/30/2020 +5.51
            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 1.26
            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 1.26
            Reimbursement 20
            Administrative 20; 5
            Switch 20
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.03
            1 week -0.03
            1 month +1.39
            3 months +3.32
            6 months +7.59
            From the beginning of the year +5.59
            1 year +6.47
            2 years +22.81
            3 years +26.34
            4 years +8.18
            5 years +21.73
            Yearly
            11/30/2024 +8.21
            11/30/2023 +9.05
            11/30/2022 -13.74
            11/30/2021 +7.11
            11/30/2020 +5.51


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.8493
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.8391
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.3625
            Benchmark 5 years N.Av.
            Sortino 1 year 1.2606
            Benchmark 1 year N.Av.
            Sortino 3 years 1.4237
            Benchmark 3 years N.Av.
            Sortino 5 years 0.5141
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +4.65
            3 years +5.93
            5 years +7.09
            Negative Volatility
            1 year +3.23
            3 years +3.48
            5 years +4.92

            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 0.8391
            Sortino 1.4237
            Bull Market +1.97
            Bear Market -2.68
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            14,805
              
            +4.41
            3 years 
            8,993
              
            +21.26
            5 years 
            6,530
              
            +16.64
            Performance             		14,805 +4.41 8,993 +21.26 6,530 +16.64
            Total Volatility
            1 year 
            3,749
              
            +4.65
            3 years 
            3,953
              
            +5.93
            5 years 
            3,068
              
            +7.09
            Total Volatility             		3,749 +4.65 3,953 +5.93 3,068 +7.09
            Negative Volatility
            1 year 
            6,432
              
            +3.23
            3 years 
            4,627
              
            +3.48
            5 years 
            3,260
              
            +4.92
            Negative Volatility             		6,432 +3.23 4,627 +3.48 3,260 +4.92
            Sharpe Index
            1 year 
            8,521
              
            +0.85
            3 years 
            5,015
              
            +0.84
            5 years 
            2,848
              
            +0.36
            Sharpe Index             		8,521 +0.85 5,015 +0.84 2,848 +0.36
            Sortino Index
            1 year 
            11,469
              
            +1.26
            3 years 
            6,798
              
            +1.42
            5 years 
            3,448
              
            +0.51
            Sortino Index             		11,469 +1.26 6,798 +1.42 2,848 +0.51

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            430
              
            +4.41
            3 years 
            216
              
            +21.26
            5 years 
            123
              
            +16.64
            Performance             		430 +4.41 216 +21.26 123 +16.64
            Total Volatility
            1 year 
            105
              
            +4.65
            3 years 
            89
              
            +5.93
            5 years 
            52
              
            +7.09
            Total Volatility             		105 +4.65 89 +5.93 52 +7.09
            Negative Volatility
            1 year 
            198
              
            +3.23
            3 years 
            121
              
            +3.48
            5 years 
            54
              
            +4.92
            Negative Volatility             		198 +3.23 121 +3.48 54 +4.92
            Sharpe Index
            1 year 
            312
              
            +0.85
            3 years 
            105
              
            +0.84
            5 years 
            25
              
            +0.36
            Sharpe Index             		312 +0.85 105 +0.84 25 +0.36
            Sortino Index
            1 year 
            362
              
            +1.26
            3 years 
            167
              
            +1.42
            5 years 
            35
              
            +0.51
            Sortino Index             		362 +1.26 167 +1.42 35 +0.51

            Retirement Funds - Arca Previdenza Crescita Sostenibile C: 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.