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            Trend

            Last Previous Currency Date Chng
            14.232 14.441 EUR 26/03/31 -1.45

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class C
            Risk Class 3
            Assogestioni Category Bilanciati Obbligazionari
            Declared Benchmark N.Av.
            Start Date 07/06/29
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management 261,7091  at 26/02/27

            Performance

            Cumulatives
            1 month -1.45
            Ytd -0.18
            1 year +3.13
            3 years +11.97
            5 years +11.50
            Yearly
            02/28/2025 +4.19
            02/29/2024 +4.47
            02/28/2023 +4.76
            02/28/2022 -3.25
            02/28/2021 +1.18
            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 N.Av.
            1 week -1.45
            1 month -1.45
            3 months -0.18
            6 months +0.52
            From the beginning of the year -0.18
            1 year +3.13
            2 years +7.45
            3 years +11.97
            4 years +11.61
            5 years +11.50
            Yearly
            02/28/2025 +4.19
            02/29/2024 +4.47
            02/28/2023 +4.76
            02/28/2022 -3.25
            02/28/2021 +1.18


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.6692
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.4011
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.209
            Benchmark 5 years N.Av.
            Sortino 1 year 2.7467
            Benchmark 1 year N.Av.
            Sortino 3 years 0.6664
            Benchmark 3 years N.Av.
            Sortino 5 years 0.2825
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +1.16
            3 years +2.52
            5 years +3.11
            Negative Volatility
            1 year +0.73
            3 years +1.53
            5 years +2.17

            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 0.4011
            Sortino 0.6664
            Bull Market +1.02
            Bear Market -0.40
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 3

            General

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            18,866
              
            +4.23
            3 years 
            13,971
              
            +14.57
            5 years 
            11,016
              
            +13.74
            Performance             		18,866 +4.23 13,971 +14.57 11,016 +13.74
            Total Volatility
            1 year 
            540
              
            +1.16
            3 years 
            529
              
            +2.52
            5 years 
            429
              
            +3.11
            Total Volatility             		540 +1.16 529 +2.52 429 +3.11
            Negative Volatility
            1 year 
            572
              
            +0.73
            3 years 
            1,057
              
            +1.53
            5 years 
            496
              
            +2.17
            Negative Volatility             		572 +0.73 1,057 +1.53 496 +2.17
            Sharpe Index
            1 year 
            9,282
              
            +1.67
            3 years 
            8,308
              
            +0.40
            5 years 
            5,087
              
            +0.21
            Sharpe Index             		9,282 +1.67 8,308 +0.40 5,087 +0.21
            Sortino Index
            1 year 
            6,485
              
            +2.75
            3 years 
            11,113
              
            +0.67
            5 years 
            7,046
              
            +0.28
            Sortino Index             		6,485 +2.75 11,113 +0.67 5,087 +0.28

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            915
              
            +4.23
            3 years 
            586
              
            +14.57
            5 years 
            368
              
            +13.74
            Performance             		915 +4.23 586 +14.57 368 +13.74
            Total Volatility
            1 year 
            14
              
            +1.16
            3 years 
            11
              
            +2.52
            5 years 
            9
              
            +3.11
            Total Volatility             		14 +1.16 11 +2.52 9 +3.11
            Negative Volatility
            1 year 
            20
              
            +0.73
            3 years 
            23
              
            +1.53
            5 years 
            16
              
            +2.17
            Negative Volatility             		20 +0.73 23 +1.53 16 +2.17
            Sharpe Index
            1 year 
            344
              
            +1.67
            3 years 
            206
              
            +0.40
            5 years 
            86
              
            +0.21
            Sharpe Index             		344 +1.67 206 +0.40 86 +0.21
            Sortino Index
            1 year 
            190
              
            +2.75
            3 years 
            327
              
            +0.67
            5 years 
            136
              
            +0.28
            Sortino Index             		190 +2.75 327 +0.67 136 +0.28

            Retirement Funds - Arca Previdenza Obiettivo Tfr C: Performance, Terms, Fees, Risk, Rating


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