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            Trend

            Last Previous Currency Date Chng
            31.644 31.646 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 Bilanciati
            Declared Benchmark N.Av.
            Start Date 09/02/02
            Advisor Name N.Av.
            Fund Asset Under Management 529,5281  at 25/11/28

            Performance

            Cumulatives
            1 month +1.45
            Ytd +5.96
            1 year +6.91
            3 years +27.83
            5 years +24.11
            Yearly
            11/30/2024 +8.62
            11/30/2023 +9.46
            11/30/2022 -13.40
            11/30/2021 +7.52
            11/30/2020 +5.92
            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 -0.01
            1 week -0.01
            1 month +1.45
            3 months +3.45
            6 months +7.82
            From the beginning of the year +5.96
            1 year +6.91
            2 years +23.78
            3 years +27.83
            4 years +9.88
            5 years +24.11
            Yearly
            11/30/2024 +8.62
            11/30/2023 +9.46
            11/30/2022 -13.40
            11/30/2021 +7.52
            11/30/2020 +5.92


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.9314
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.9035
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.4165
            Benchmark 5 years N.Av.
            Sortino 1 year 1.4016
            Benchmark 1 year N.Av.
            Sortino 3 years 1.5591
            Benchmark 3 years N.Av.
            Sortino 5 years 0.5986
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +4.65
            3 years +5.93
            5 years +7.09
            Negative Volatility
            1 year +3.17
            3 years +3.42
            5 years +4.87

            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 0.9035
            Sortino 1.5591
            Bull Market +2.00
            Bear Market -2.65
            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
              
            +4.81
            3 years 
            8,156
              
            +22.65
            5 years 
            5,931
              
            +18.88
            Performance             		14,257 +4.81 8,156 +22.65 5,931 +18.88
            Total Volatility
            1 year 
            3,755
              
            +4.65
            3 years 
            3,955
              
            +5.93
            5 years 
            3,069
              
            +7.09
            Total Volatility             		3,755 +4.65 3,955 +5.93 3,069 +7.09
            Negative Volatility
            1 year 
            6,289
              
            +3.17
            3 years 
            4,549
              
            +3.42
            5 years 
            3,213
              
            +4.87
            Negative Volatility             		6,289 +3.17 4,549 +3.42 3,213 +4.87
            Sharpe Index
            1 year 
            7,590
              
            +0.93
            3 years 
            3,878
              
            +0.90
            5 years 
            1,923
              
            +0.42
            Sharpe Index             		7,590 +0.93 3,878 +0.90 1,923 +0.42
            Sortino Index
            1 year 
            10,688
              
            +1.40
            3 years 
            5,577
              
            +1.56
            5 years 
            2,484
              
            +0.60
            Sortino Index             		10,688 +1.40 5,577 +1.56 1,923 +0.60

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            413
              
            +4.81
            3 years 
            181
              
            +22.65
            5 years 
            91
              
            +18.88
            Performance             		413 +4.81 181 +22.65 91 +18.88
            Total Volatility
            1 year 
            107
              
            +4.65
            3 years 
            90
              
            +5.93
            5 years 
            53
              
            +7.09
            Total Volatility             		107 +4.65 90 +5.93 53 +7.09
            Negative Volatility
            1 year 
            189
              
            +3.17
            3 years 
            118
              
            +3.42
            5 years 
            53
              
            +4.87
            Negative Volatility             		189 +3.17 118 +3.42 53 +4.87
            Sharpe Index
            1 year 
            280
              
            +0.93
            3 years 
            61
              
            +0.90
            5 years 
            8
              
            +0.42
            Sharpe Index             		280 +0.93 61 +0.90 8 +0.42
            Sortino Index
            1 year 
            339
              
            +1.40
            3 years 
            119
              
            +1.56
            5 years 
            19
              
            +0.60
            Sortino Index             		339 +1.40 119 +1.56 19 +0.60

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


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