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Arca Previdenza Crescita Sostenibile C
30.621
-1.24%
Currency: EUR
Date: 26/09/30
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 30.621 | 31.007 | EUR | 26/09/30 | -1.24 |
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 | 171,2671 at 26/08/31 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -0.45 |
| Ytd | +3.19 |
| 1 year | +4.99 |
| 3 years | +25.40 |
| 5 years | +14.09 |
| Yearly | |
|---|---|
| 08/31/2025 | +5.95 |
| 08/31/2024 | +8.21 |
| 08/31/2023 | +9.05 |
| 08/31/2022 | -13.74 |
| 08/31/2021 | +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 | -1.24 |
| 1 week | -1.24 |
| 1 month | -0.45 |
| 3 months | -0.75 |
| 6 months | N.Av. |
| From the beginning of the year | +3.19 |
| 1 year | +4.99 |
| 2 years | +9.33 |
| 3 years | +25.40 |
| 4 years | +33.28 |
| 5 years | +14.09 |
| Yearly | |
|---|---|
| 08/31/2025 | +5.95 |
| 08/31/2024 | +8.21 |
| 08/31/2023 | +9.05 |
| 08/31/2022 | -13.74 |
| 08/31/2021 | +7.11 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 0.9574 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.7886 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.0639 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 1.3923 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.2314 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.0883 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +5.73 |
| 3 years | +5.57 |
| 5 years | +7.19 |
| Negative Volatility | |
|---|---|
| 1 year | +3.94 |
| 3 years | +3.57 |
| 5 years | +5.21 |
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 - 26/08/31
Relative
| Sharpe | 0.7886 |
| Sortino | 1.2314 |
| 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
N.C.
+7.82
3 years
N.C.
+24.33
5 years
N.C.
+13.41
|
N.C. | +7.82 | N.C. | +24.33 | N.C. | +13.41 |
|
Total Volatility
1 year
N.C.
+5.73
3 years
N.C.
+5.57
5 years
N.C.
+7.19
|
N.C. | +5.73 | N.C. | +5.57 | N.C. | +7.19 |
|
Negative Volatility
1 year
N.C.
+3.94
3 years
N.C.
+3.57
5 years
N.C.
+5.21
|
N.C. | +3.94 | N.C. | +3.57 | N.C. | +5.21 |
|
Sharpe Index
1 year
N.C.
+0.96
3 years
N.C.
+0.79
5 years
N.C.
+0.06
|
N.C. | +0.96 | N.C. | +0.79 | N.C. | +0.06 |
|
Sortino Index
1 year
N.C.
+1.39
3 years
N.C.
+1.23
5 years
N.C.
+0.09
|
N.C. | +1.39 | N.C. | +1.23 | N.C. | +0.09 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
N.C.
+7.82
3 years
N.C.
+24.33
5 years
N.C.
+13.41
|
N.C. | +7.82 | N.C. | +24.33 | N.C. | +13.41 |
|
Total Volatility
1 year
N.C.
+5.73
3 years
N.C.
+5.57
5 years
N.C.
+7.19
|
N.C. | +5.73 | N.C. | +5.57 | N.C. | +7.19 |
|
Negative Volatility
1 year
N.C.
+3.94
3 years
N.C.
+3.57
5 years
N.C.
+5.21
|
N.C. | +3.94 | N.C. | +3.57 | N.C. | +5.21 |
|
Sharpe Index
1 year
N.C.
+0.96
3 years
N.C.
+0.79
5 years
N.C.
+0.06
|
N.C. | +0.96 | N.C. | +0.79 | N.C. | +0.06 |
|
Sortino Index
1 year
N.C.
+1.39
3 years
N.C.
+1.23
5 years
N.C.
+0.09
|
N.C. | +1.39 | N.C. | +1.23 | N.C. | +0.09 |
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