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            Trend

            Last Previous Currency Date Chng
            15.243 15.462 EUR 26/03/31 -1.42

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class R
            Risk Class N.Ap.
            Assogestioni Category Bilanciati Obbligazionari
            Declared Benchmark N.Av.
            Start Date 09/02/02
            Advisor Name N.Av.
            Fund Asset Under Management 611,3673  at 26/02/27

            Performance

            Cumulatives
            1 month -1.42
            Ytd -0.09
            1 year +3.52
            3 years +13.26
            5 years +13.64
            Yearly
            02/28/2025 +4.58
            02/29/2024 +4.87
            02/28/2023 +5.16
            02/28/2022 -2.88
            02/28/2021 +1.57
            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 -1.42
            1 month -1.42
            3 months -0.09
            6 months +0.71
            From the beginning of the year -0.09
            1 year +3.52
            2 years +8.28
            3 years +13.26
            4 years +13.31
            5 years +13.64
            Yearly
            02/28/2025 +4.58
            02/29/2024 +4.87
            02/28/2023 +5.16
            02/28/2022 -2.88
            02/28/2021 +1.57


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 1.9954
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.5509
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.3315
            Benchmark 5 years N.Av.
            Sortino 1 year 3.51
            Benchmark 1 year N.Av.
            Sortino 3 years 0.9472
            Benchmark 3 years N.Av.
            Sortino 5 years 0.4698
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +1.17
            3 years +2.53
            5 years +3.12
            Negative Volatility
            1 year +0.68
            3 years +1.48
            5 years +2.12

            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 0.5509
            Sortino 0.9472
            Bull Market +1.05
            Bear Market -0.37
            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 
            18,629
              
            +4.63
            3 years 
            13,402
              
            +15.88
            5 years 
            10,475
              
            +15.92
            Performance             		18,629 +4.63 13,402 +15.88 10,475 +15.92
            Total Volatility
            1 year 
            526
              
            +1.17
            3 years 
            523
              
            +2.53
            5 years 
            427
              
            +3.12
            Total Volatility             		526 +1.17 523 +2.53 427 +3.12
            Negative Volatility
            1 year 
            410
              
            +0.68
            3 years 
            985
              
            +1.48
            5 years 
            466
              
            +2.12
            Negative Volatility             		410 +0.68 985 +1.48 466 +2.12
            Sharpe Index
            1 year 
            5,416
              
            +2.00
            3 years 
            3,662
              
            +0.55
            5 years 
            1,242
              
            +0.33
            Sharpe Index             		5,416 +2.00 3,662 +0.55 1,242 +0.33
            Sortino Index
            1 year 
            2,355
              
            +3.51
            3 years 
            7,272
              
            +0.95
            5 years 
            2,988
              
            +0.47
            Sortino Index             		2,355 +3.51 7,272 +0.95 1,242 +0.47

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            889
              
            +4.63
            3 years 
            511
              
            +15.88
            5 years 
            303
              
            +15.92
            Performance             		889 +4.63 511 +15.88 303 +15.92
            Total Volatility
            1 year 
            12
              
            +1.17
            3 years 
            10
              
            +2.53
            5 years 
            8
              
            +3.12
            Total Volatility             		12 +1.17 10 +2.53 8 +3.12
            Negative Volatility
            1 year 
            7
              
            +0.68
            3 years 
            18
              
            +1.48
            5 years 
            11
              
            +2.12
            Negative Volatility             		7 +0.68 18 +1.48 11 +2.12
            Sharpe Index
            1 year 
            168
              
            +2.00
            3 years 
            46
              
            +0.55
            5 years 
            2
              
            +0.33
            Sharpe Index             		168 +2.00 46 +0.55 2 +0.33
            Sortino Index
            1 year 
            72
              
            +3.51
            3 years 
            153
              
            +0.95
            5 years 
            24
              
            +0.47
            Sortino Index             		72 +3.51 153 +0.95 24 +0.47

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


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