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            Trend

            Last Previous Currency Date Chng
            32.295 31.208 EUR 26/04/30 +3.48

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class R
            Risk Class N.Ap.
            Assogestioni Category Bilanciati
            Declared Benchmark N.Av.
            Start Date 09/02/02
            Advisor Name N.Av.
            Fund Asset Under Management 542,4213  at 26/04/30

            Performance

            Cumulatives
            1 month N.Av.
            Ytd +1.67
            1 year +10.04
            3 years +24.78
            5 years +16.40
            Yearly
            04/30/2025 +6.36
            04/30/2024 +8.62
            04/30/2023 +9.46
            04/30/2022 -13.40
            04/30/2021 +7.52
            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 +3.48
            1 week +3.48
            1 month N.Av.
            3 months +0.70
            6 months +3.54
            From the beginning of the year +1.67
            1 year +10.04
            2 years +14.68
            3 years +24.78
            4 years +22.05
            5 years +16.40
            Yearly
            04/30/2025 +6.36
            04/30/2024 +8.62
            04/30/2023 +9.46
            04/30/2022 -13.40
            04/30/2021 +7.52


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.3527
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.8063
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.1984
            Benchmark 5 years N.Av.
            Sortino 1 year 2.0033
            Benchmark 1 year N.Av.
            Sortino 3 years 1.2692
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2766
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +5.74
            3 years +5.65
            5 years +7.17
            Negative Volatility
            1 year +3.87
            3 years +3.59
            5 years +5.15

            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 - 26/04/30

            Relative

            Sharpe 0.8063
            Sortino 1.2692
            Bull Market +2.00
            Bear Market -2.45
            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 
            14,257
              
            +10.04
            3 years 
            8,156
              
            +24.78
            5 years 
            5,931
              
            +16.40
            Performance             		14,257 +10.04 8,156 +24.78 5,931 +16.40
            Total Volatility
            1 year 
            3,755
              
            +5.74
            3 years 
            3,955
              
            +5.65
            5 years 
            3,069
              
            +7.17
            Total Volatility             		3,755 +5.74 3,955 +5.65 3,069 +7.17
            Negative Volatility
            1 year 
            6,289
              
            +3.87
            3 years 
            4,549
              
            +3.59
            5 years 
            3,213
              
            +5.15
            Negative Volatility             		6,289 +3.87 4,549 +3.59 3,213 +5.15
            Sharpe Index
            1 year 
            7,590
              
            +1.35
            3 years 
            3,878
              
            +0.81
            5 years 
            1,923
              
            +0.20
            Sharpe Index             		7,590 +1.35 3,878 +0.81 1,923 +0.20
            Sortino Index
            1 year 
            10,688
              
            +2.00
            3 years 
            5,577
              
            +1.27
            5 years 
            2,484
              
            +0.28
            Sortino Index             		10,688 +2.00 5,577 +1.27 1,923 +0.28

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            413
              
            +10.04
            3 years 
            181
              
            +24.78
            5 years 
            91
              
            +16.40
            Performance             		413 +10.04 181 +24.78 91 +16.40
            Total Volatility
            1 year 
            107
              
            +5.74
            3 years 
            90
              
            +5.65
            5 years 
            53
              
            +7.17
            Total Volatility             		107 +5.74 90 +5.65 53 +7.17
            Negative Volatility
            1 year 
            189
              
            +3.87
            3 years 
            118
              
            +3.59
            5 years 
            53
              
            +5.15
            Negative Volatility             		189 +3.87 118 +3.59 53 +5.15
            Sharpe Index
            1 year 
            280
              
            +1.35
            3 years 
            61
              
            +0.81
            5 years 
            8
              
            +0.20
            Sharpe Index             		280 +1.35 61 +0.81 8 +0.20
            Sortino Index
            1 year 
            339
              
            +2.00
            3 years 
            119
              
            +1.27
            5 years 
            19
              
            +0.28
            Sortino Index             		339 +2.00 119 +1.27 19 +0.28

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


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