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            Trend

            Last Previous Currency Date Chng
            14.755 14.902 EUR 26/03/27 -0.99

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class A
            Risk Class 4
            Assogestioni Category Azionari
            Declared Benchmark 75% IND,ISTAT Consumo fam, operai e impiegati
            Start Date 00/10/02
            Advisor Name N.Av.
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month -5.08
            Ytd -3.95
            1 year +2.56
            3 years +19.53
            5 years +16.62
            Yearly
            02/28/2025 +5.03
            02/29/2024 +9.71
            02/28/2023 +10.81
            02/28/2022 -12.81
            02/28/2021 +13.53
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Azimut Capital Management Sgr
            Via Cusani, 4 20121 - Milano
            Tel. +39-0288985400

            Costs

            Entrance (ACP) Min: 10,0000 - Max: 10,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 50
            Tunnel 0

            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: 10,0000 - Max: 10,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 50
            Tunnel 0

            Performance

            Cumulatives
            1 day -0.99
            1 week -0.99
            1 month -5.08
            3 months -3.83
            6 months -2.03
            From the beginning of the year -3.95
            1 year +2.56
            2 years +5.50
            3 years +19.53
            4 years +11.58
            5 years +16.62
            Yearly
            02/28/2025 +5.03
            02/29/2024 +9.71
            02/28/2023 +10.81
            02/28/2022 -12.81
            02/28/2021 +13.53


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.2298
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.6647
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.427
            Benchmark 5 years N.Av.
            Sortino 1 year 0.3155
            Benchmark 1 year N.Av.
            Sortino 3 years 1.0218
            Benchmark 3 years N.Av.
            Sortino 5 years 0.5857
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +7.16
            3 years +6.32
            5 years +7.82
            Negative Volatility
            1 year +5.43
            3 years +4.12
            5 years +5.63

            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 0.6647
            Sortino 1.0218
            Bull Market +2.29
            Bear Market -3.58
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            16,162
              
            +4.97
            3 years 
            14,083
              
            +24.61
            5 years 
            10,431
              
            +26.40
            Performance             		16,162 +4.97 14,083 +24.61 10,431 +26.40
            Total Volatility
            1 year 
            11,217
              
            +7.16
            3 years 
            9,621
              
            +6.32
            5 years 
            7,444
              
            +7.82
            Total Volatility             		11,217 +7.16 9,621 +6.32 7,444 +7.82
            Negative Volatility
            1 year 
            13,721
              
            +5.43
            3 years 
            11,525
              
            +4.12
            5 years 
            8,121
              
            +5.63
            Negative Volatility             		13,721 +5.43 11,525 +4.12 8,121 +5.63
            Sharpe Index
            1 year 
            16,399
              
            +0.23
            3 years 
            14,800
              
            +0.66
            5 years 
            11,489
              
            +0.43
            Sharpe Index             		16,399 +0.23 14,800 +0.66 11,489 +0.43
            Sortino Index
            1 year 
            17,072
              
            +0.32
            3 years 
            14,934
              
            +1.02
            5 years 
            11,622
              
            +0.59
            Sortino Index             		17,072 +0.32 14,934 +1.02 11,489 +0.59

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            39
              
            +4.97
            3 years 
            32
              
            +24.61
            5 years 
            33
              
            +26.40
            Performance             		39 +4.97 32 +24.61 33 +26.40
            Total Volatility
            1 year 
            20
              
            +7.16
            3 years 
            33
              
            +6.32
            5 years 
            32
              
            +7.82
            Total Volatility             		20 +7.16 33 +6.32 32 +7.82
            Negative Volatility
            1 year 
            38
              
            +5.43
            3 years 
            34
              
            +4.12
            5 years 
            32
              
            +5.63
            Negative Volatility             		38 +5.43 34 +4.12 32 +5.63
            Sharpe Index
            1 year 
            40
              
            +0.23
            3 years 
            33
              
            +0.66
            5 years 
            33
              
            +0.43
            Sharpe Index             		40 +0.23 33 +0.66 33 +0.43
            Sortino Index
            1 year 
            40
              
            +0.32
            3 years 
            33
              
            +1.02
            5 years 
            33
              
            +0.59
            Sortino Index             		40 +0.32 33 +1.02 33 +0.59

            Retirement Funds - Azimut Previdenza Comparto Crescita A: Performance, Terms, Fees, Risk, Rating


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