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Arca Previdenza Crescita Sostenibile C
29.127
-3.58%
Currency: EUR
Date: 26/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 29.127 | 30.207 | EUR | 26/03/31 | -3.58 |
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 | 163,0446 at 26/02/27 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -3.58 |
| Ytd | -1.84 |
| 1 year | +5.64 |
| 3 years | +19.13 |
| 5 years | +12.03 |
| Yearly | |
|---|---|
| 02/28/2025 | +5.95 |
| 02/29/2024 | +8.21 |
| 02/28/2023 | +9.05 |
| 02/28/2022 | -13.74 |
| 02/28/2021 | +7.11 |
| 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 | 1.26 |
| 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 | N.Av. |
| 1 week | -3.58 |
| 1 month | -3.58 |
| 3 months | -1.84 |
| 6 months | -0.14 |
| From the beginning of the year | -1.84 |
| 1 year | +5.64 |
| 2 years | +8.37 |
| 3 years | +19.13 |
| 4 years | +11.72 |
| 5 years | +12.03 |
| Yearly | |
|---|---|
| 02/28/2025 | +5.95 |
| 02/29/2024 | +8.21 |
| 02/28/2023 | +9.05 |
| 02/28/2022 | -13.74 |
| 02/28/2021 | +7.11 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 0.9136 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.7576 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.2282 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 1.2621 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.2786 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.3069 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +4.10 |
| 3 years | +4.99 |
| 5 years | +6.84 |
| Negative Volatility | |
|---|---|
| 1 year | +3.02 |
| 3 years | +2.96 |
| 5 years | +4.96 |
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 | 0.7576 |
| Sortino | 1.2786 |
| Bull Market | +1.97 |
| Bear Market | -2.48 |
| 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
+6.84
3 years
8,993
+25.04
5 years
6,530
+17.62
|
14,805 | +6.84 | 8,993 | +25.04 | 6,530 | +17.62 |
|
Total Volatility
1 year
3,749
+4.10
3 years
3,953
+4.99
5 years
3,068
+6.84
|
3,749 | +4.10 | 3,953 | +4.99 | 3,068 | +6.84 |
|
Negative Volatility
1 year
6,432
+3.02
3 years
4,627
+2.96
5 years
3,260
+4.96
|
6,432 | +3.02 | 4,627 | +2.96 | 3,260 | +4.96 |
|
Sharpe Index
1 year
8,521
+0.91
3 years
5,015
+0.76
5 years
2,848
+0.23
|
8,521 | +0.91 | 5,015 | +0.76 | 2,848 | +0.23 |
|
Sortino Index
1 year
11,469
+1.26
3 years
6,798
+1.28
5 years
3,448
+0.31
|
11,469 | +1.26 | 6,798 | +1.28 | 2,848 | +0.31 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
430
+6.84
3 years
216
+25.04
5 years
123
+17.62
|
430 | +6.84 | 216 | +25.04 | 123 | +17.62 |
|
Total Volatility
1 year
105
+4.10
3 years
89
+4.99
5 years
52
+6.84
|
105 | +4.10 | 89 | +4.99 | 52 | +6.84 |
|
Negative Volatility
1 year
198
+3.02
3 years
121
+2.96
5 years
54
+4.96
|
198 | +3.02 | 121 | +2.96 | 54 | +4.96 |
|
Sharpe Index
1 year
312
+0.91
3 years
105
+0.76
5 years
25
+0.23
|
312 | +0.91 | 105 | +0.76 | 25 | +0.23 |
|
Sortino Index
1 year
362
+1.26
3 years
167
+1.28
5 years
35
+0.31
|
362 | +1.26 | 167 | +1.28 | 35 | +0.31 |
Data provided by 