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            Trend

            Last Previous Currency Date Chng
            12.83 12.896 EUR 26/03/31 -0.51

            Terms

            Isin N.Av.
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class N.Ap.
            Risk Class N.Ap.
            Assogestioni Category Bilanciati Obbligazionari
            Declared Benchmark N.Av.
            Start Date 07/07/16
            Advisor Name N.Av.
            Fund Asset Under Management 17,0500  at 11/09/30

            Performance

            Cumulatives
            1 month -1.88
            Ytd -0.81
            1 year +1.13
            3 years +6.86
            5 years +2.21
            Yearly
            03/31/2025 +2.47
            03/31/2024 +2.43
            03/31/2023 +3.82
            03/31/2022 -5.17
            03/31/2021 -0.34
            Rating
            N.Av.
            Score
            N.Av.

            Company

            Amundi Sgr
            VIA CERNAIA 8/10 20121 - MILANO
            Tel. +39-0200651

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 0.7
            Reimbursement 0%
            Administrative N.Av.
            Switch 0%
            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: 0,0000 - Max: 0,0000
            Management 0.7
            Reimbursement 0%
            Administrative N.Av.
            Switch 0%
            Tunnel N.D.

            Performance

            Cumulatives
            1 day -0.51
            1 week -0.51
            1 month -1.88
            3 months -0.81
            6 months -0.33
            From the beginning of the year -0.81
            1 year +1.13
            2 years +4.14
            3 years +6.86
            4 years +4.09
            5 years +2.21
            Yearly
            03/31/2025 +2.47
            03/31/2024 +2.43
            03/31/2023 +3.82
            03/31/2022 -5.17
            03/31/2021 -0.34


            Rating
            N.Av.
            Score
            N.Av.

            Efficiency Indicators

            Sharpe 1 year -0.3721
            Benchmark 1 year N.Av.
            Sharpe 3 years -0.3904
            Benchmark 3 years N.Av.
            Sharpe 5 years -0.6016
            Benchmark 5 years N.Av.
            Sortino 1 year -0.4097
            Benchmark 1 year N.Av.
            Sortino 3 years -0.4733
            Benchmark 3 years N.Av.
            Sortino 5 years -0.7385
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +2.40
            3 years +2.02
            5 years +2.27
            Negative Volatility
            1 year +2.18
            3 years +1.67
            5 years +1.85

            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 - 26/03/31

            Relative

            Sharpe -0.3904
            Sortino -0.4733
            Bull Market +1.11
            Bear Market -0.38
            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 
            18,079
              
            +1.13
            3 years 
            13,433
              
            +6.86
            5 years 
            10,883
              
            +2.21
            Performance             		18,079 +1.13 13,433 +6.86 10,883 +2.21
            Total Volatility
            1 year 
            837
              
            +2.40
            3 years 
            849
              
            +2.02
            5 years 
            760
              
            +2.27
            Total Volatility             		837 +2.40 849 +2.02 760 +2.27
            Negative Volatility
            1 year 
            808
              
            +2.18
            3 years 
            2,003
              
            +1.67
            5 years 
            1,027
              
            +1.85
            Negative Volatility             		808 +2.18 2,003 +1.67 1,027 +1.85
            Sharpe Index
            1 year 
            7,014
              
            -0.37
            3 years 
            8,213
              
            -0.39
            5 years 
            8,452
              
            -0.60
            Sharpe Index             		7,014 -0.37 8,213 -0.39 8,452 -0.60
            Sortino Index
            1 year 
            3,088
              
            -0.41
            3 years 
            10,878
              
            -0.47
            5 years 
            9,137
              
            -0.74
            Sortino Index             		3,088 -0.41 10,878 -0.47 8,452 -0.74

            By Category

              1 year  3 years  5 years 
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 
            298
              
            +1.13
            3 years 
            202
              
            +6.86
            5 years 
            117
              
            +2.21
            Performance             		298 +1.13 202 +6.86 117 +2.21
            Total Volatility
            1 year 
            11
              
            +2.40
            3 years 
            13
              
            +2.02
            5 years 
            13
              
            +2.27
            Total Volatility             		11 +2.40 13 +2.02 13 +2.27
            Negative Volatility
            1 year 
            12
              
            +2.18
            3 years 
            40
              
            +1.67
            5 years 
            14
              
            +1.85
            Negative Volatility             		12 +2.18 40 +1.67 14 +1.85
            Sharpe Index
            1 year 
            179
              
            -0.37
            3 years 
            135
              
            -0.39
            5 years 
            86
              
            -0.60
            Sharpe Index             		179 -0.37 135 -0.39 86 -0.60
            Sortino Index
            1 year 
            59
              
            -0.41
            3 years 
            177
              
            -0.47
            5 years 
            95
              
            -0.74
            Sortino Index             		59 -0.41 177 -0.47 95 -0.74

            Retirement Funds - Secondapensione Garantita Esg: Performance, Terms, Fees, Risk, Rating


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