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            Trend

            Last Previous Currency Date Chng
            32.45 32.206 EUR 26/02/27 +0.76

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class A
            Risk Class 4
            Assogestioni Category Azionari
            Declared Benchmark 30% MSCI World Net TR (EUR); 50% MSCI World Net TR EUR Hdg; 20% ICE BofAML Euro Treasury Bill TR EUR Index
            Start Date 07/04/30
            Advisor Name Anima Sgr Spa; Bipiemme Gestioni Sgr; Luca Felli
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +1.94
            Ytd +1.94
            1 year +8.53
            3 years +37.85
            5 years +43.46
            Yearly
            02/28/2025 +8.74
            02/29/2024 +14.28
            02/28/2023 +12.24
            02/28/2022 -11.63
            02/28/2021 +16.64
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Anima Sgr Per Azioni
            CORSO GARIBALDI 99 20121 - MILANO
            Tel. +39-02806381

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.6
            Reimbursement 0%
            Administrative N.Av.
            Switch 25
            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: 0,0000 - Max: 0,0000
            Management 1.6
            Reimbursement 0%
            Administrative N.Av.
            Switch 25
            Tunnel 0

            Performance

            Cumulatives
            1 day +0.76
            1 week +0.76
            1 month +1.94
            3 months +2.09
            6 months +7.43
            From the beginning of the year +1.94
            1 year +8.53
            2 years +24.60
            3 years +37.85
            4 years +29.84
            5 years +43.46
            Yearly
            02/28/2025 +8.74
            02/29/2024 +14.28
            02/28/2023 +12.24
            02/28/2022 -11.63
            02/28/2021 +16.64


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year 0.8398
            Benchmark 1 year N.Av.
            Sharpe 3 years 1.2295
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.7464
            Benchmark 5 years N.Av.
            Sortino 1 year 1.2181
            Benchmark 1 year N.Av.
            Sortino 3 years 2.1456
            Benchmark 3 years N.Av.
            Sortino 5 years 1.1323
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +6.53
            3 years +6.21
            5 years +8.09
            Negative Volatility
            1 year +4.56
            3 years +3.56
            5 years +5.30

            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 1.2295
            Sortino 2.1456
            Bull Market +3.54
            Bear Market -3.80
            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 
            10,386
              
            +9.33
            3 years 
            4,571
              
            +38.89
            5 years 
            3,817
              
            +43.46
            Performance             		10,386 +9.33 4,571 +38.89 3,817 +43.46
            Total Volatility
            1 year 
            10,639
              
            +6.53
            3 years 
            8,333
              
            +6.21
            5 years 
            6,233
              
            +8.09
            Total Volatility             		10,639 +6.53 8,333 +6.21 6,233 +8.09
            Negative Volatility
            1 year 
            13,128
              
            +4.56
            3 years 
            9,315
              
            +3.56
            5 years 
            6,644
              
            +5.30
            Negative Volatility             		13,128 +4.56 9,315 +3.56 6,644 +5.30
            Sharpe Index
            1 year 
            12,286
              
            +0.84
            3 years 
            3,916
              
            +1.23
            5 years 
            2,853
              
            +0.75
            Sharpe Index             		12,286 +0.84 3,916 +1.23 2,853 +0.75
            Sortino Index
            1 year 
            14,247
              
            +1.22
            3 years 
            6,402
              
            +2.15
            5 years 
            3,879
              
            +1.13
            Sortino Index             		14,247 +1.22 6,402 +2.15 2,853 +1.13

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            22
              
            +9.33
            3 years 
            2
              
            +38.89
            5 years 
            3
              
            +43.46
            Performance             		22 +9.33 2 +38.89 3 +43.46
            Total Volatility
            1 year 
            14
              
            +6.53
            3 years 
            14
              
            +6.21
            5 years 
            7
              
            +8.09
            Total Volatility             		14 +6.53 14 +6.21 7 +8.09
            Negative Volatility
            1 year 
            27
              
            +4.56
            3 years 
            24
              
            +3.56
            5 years 
            15
              
            +5.30
            Negative Volatility             		27 +4.56 24 +3.56 15 +5.30
            Sharpe Index
            1 year 
            24
              
            +0.84
            3 years 
            4
              
            +1.23
            5 years 
            1
              
            +0.75
            Sharpe Index             		24 +0.84 4 +1.23 1 +0.75
            Sortino Index
            1 year 
            27
              
            +1.22
            3 years 
            10
              
            +2.15
            5 years 
            2
              
            +1.13
            Sortino Index             		27 +1.22 10 +2.15 2 +1.13

            Retirement Funds - Arti & Mestieri Crescita 25+ A: Performance, Terms, Fees, Risk, Rating


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