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Arca Previdenza Crescita Sostenibile R
31.208
-3.54%
Currency: EUR
Date: 26/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 31.208 | 32.354 | EUR | 26/03/31 | -3.54 |
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 | 543,3217 at 26/02/27 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -3.54 |
| Ytd | -1.75 |
| 1 year | +6.04 |
| 3 years | +20.50 |
| 5 years | +14.19 |
| Yearly | |
|---|---|
| 02/28/2025 | +6.36 |
| 02/29/2024 | +8.62 |
| 02/28/2023 | +9.46 |
| 02/28/2022 | -13.40 |
| 02/28/2021 | +7.52 |
| 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 | -3.54 |
| 1 month | -3.54 |
| 3 months | -1.75 |
| 6 months | +0.05 |
| From the beginning of the year | -1.75 |
| 1 year | +6.04 |
| 2 years | +9.20 |
| 3 years | +20.50 |
| 4 years | +13.44 |
| 5 years | +14.19 |
| Yearly | |
|---|---|
| 02/28/2025 | +6.36 |
| 02/29/2024 | +8.62 |
| 02/28/2023 | +9.46 |
| 02/28/2022 | -13.40 |
| 02/28/2021 | +7.52 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 1.0058 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.834 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.284 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 1.4068 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 1.4329 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.3882 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +4.11 |
| 3 years | +4.99 |
| 5 years | +6.84 |
| Negative Volatility | |
|---|---|
| 1 year | +2.98 |
| 3 years | +2.91 |
| 5 years | +4.91 |
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 | 0.834 |
| Sortino | 1.4329 |
| 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
+7.24
3 years
8,156
+26.48
5 years
5,931
+19.89
|
14,257 | +7.24 | 8,156 | +26.48 | 5,931 | +19.89 |
|
Total Volatility
1 year
3,755
+4.11
3 years
3,955
+4.99
5 years
3,069
+6.84
|
3,755 | +4.11 | 3,955 | +4.99 | 3,069 | +6.84 |
|
Negative Volatility
1 year
6,289
+2.98
3 years
4,549
+2.91
5 years
3,213
+4.91
|
6,289 | +2.98 | 4,549 | +2.91 | 3,213 | +4.91 |
|
Sharpe Index
1 year
7,590
+1.01
3 years
3,878
+0.83
5 years
1,923
+0.28
|
7,590 | +1.01 | 3,878 | +0.83 | 1,923 | +0.28 |
|
Sortino Index
1 year
10,688
+1.41
3 years
5,577
+1.43
5 years
2,484
+0.39
|
10,688 | +1.41 | 5,577 | +1.43 | 1,923 | +0.39 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
413
+7.24
3 years
181
+26.48
5 years
91
+19.89
|
413 | +7.24 | 181 | +26.48 | 91 | +19.89 |
|
Total Volatility
1 year
107
+4.11
3 years
90
+4.99
5 years
53
+6.84
|
107 | +4.11 | 90 | +4.99 | 53 | +6.84 |
|
Negative Volatility
1 year
189
+2.98
3 years
118
+2.91
5 years
53
+4.91
|
189 | +2.98 | 118 | +2.91 | 53 | +4.91 |
|
Sharpe Index
1 year
280
+1.01
3 years
61
+0.83
5 years
8
+0.28
|
280 | +1.01 | 61 | +0.83 | 8 | +0.28 |
|
Sortino Index
1 year
339
+1.41
3 years
119
+1.43
5 years
19
+0.39
|
339 | +1.41 | 119 | +1.43 | 19 | +0.39 |
Data provided by 