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Creditras Equity

7.917 -0.09%

Currency: EUR Date: 25/12/17

Trend

Last	Previous	Currency	Date	Chng
7.917	7.924	EUR	25/12/17	-0.09

Terms

Isin	N.Av.
Contract Type	N.D.
Currency	EUR
Class	N.Ap.
Risk Class	N.Ap.
Assogestioni Category	Azionari Internazionali
Declared Benchmark	N.Av.
Start Date	00/04/17
Advisor Name	N.Av.
Fund Asset Under Management	0,2077 at 24/12/31

Performance

Cumulatives
1 month	+1.34
Ytd	+13.47
1 year	+11.96
3 years	+33.78
5 years	+40.47

Yearly
11/30/2024	+6.99
11/30/2023	+10.28
11/30/2022	-11.92
11/30/2021	+18.25
11/30/2020	-3.81

Rating
N.Av.

Score
N.Av.

Company

Unicredit Vita Assicurazioni S
Corso Italia 23 20122 - Milano
Tel. +39-0272162652

Costs

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

Subscription

One Solution
Initial	N.Av. EUR
Integrative	N.Av. EUR

Accumulation Plan
Duration	N.Av.
Minimum Payment Unit	N.Av.
Initial Payment	N.Av.

Costs

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

Performance

Cumulatives
1 day	-0.09
1 week	-0.21
1 month	+1.34
3 months	+4.29
6 months	+7.93
From the beginning of the year	+13.47
1 year	+11.96
2 years	+22.04
3 years	+33.78
4 years	+20.37
5 years	+40.47

Yearly
11/30/2024	+6.99
11/30/2023	+10.28
11/30/2022	-11.92
11/30/2021	+18.25
11/30/2020	-3.81

Rating
N.Av.

Score
N.Av.

Efficiency Indicators

Sharpe 1 year	0.9507
Benchmark 1 year	N.Av.
Sharpe 3 years	0.8112
Benchmark 3 years	N.Av.
Sharpe 5 years	0.7266
Benchmark 5 years	N.Av.

Sortino 1 year	1.6807
Benchmark 1 year	N.Av.
Sortino 3 years	1.4494
Benchmark 3 years	N.Av.
Sortino 5 years	1.2817
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+9.05
3 years	+9.27
5 years	+11.12

Negative Volatility
1 year	+5.19
3 years	+5.18
5 years	+6.27

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 - 25/11/28

Relative

Sharpe	0.8112
Sortino	1.4494
Bull Market	-0.30
Bear Market	-4.31

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 1,059 +12.14 3 years 2,263 +29.40 5 years 580 +42.48 Performance	1,059	+12.14	2,263	+29.40	580	+42.48
Total Volatility 1 year 259 +9.05 3 years 266 +9.27 5 years 139 +11.12 Total Volatility	259	+9.05	266	+9.27	139	+11.12
Negative Volatility 1 year 352 +5.19 3 years 315 +5.18 5 years 147 +6.27 Negative Volatility	352	+5.19	315	+5.18	147	+6.27
Sharpe Index 1 year 1,874 +0.95 3 years 814 +0.81 5 years 113 +0.73 Sharpe Index	1,874	+0.95	814	+0.81	113	+0.73
Sortino Index 1 year 1,795 +1.68 3 years 720 +1.45 5 years 101 +1.28 Sortino Index	1,795	+1.68	720	+1.45	113	+1.28

By Category

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 1,059 +12.14 3 years 2,263 +29.40 5 years 580 +42.48 Performance	1,059	+12.14	2,263	+29.40	580	+42.48
Total Volatility 1 year 259 +9.05 3 years 266 +9.27 5 years 139 +11.12 Total Volatility	259	+9.05	266	+9.27	139	+11.12
Negative Volatility 1 year 352 +5.19 3 years 315 +5.18 5 years 147 +6.27 Negative Volatility	352	+5.19	315	+5.18	147	+6.27
Sharpe Index 1 year 1,874 +0.95 3 years 814 +0.81 5 years 113 +0.73 Sharpe Index	1,874	+0.95	814	+0.81	113	+0.73
Sortino Index 1 year 1,795 +1.68 3 years 720 +1.45 5 years 101 +1.28 Sortino Index	1,795	+1.68	720	+1.45	101	+1.28

Legenda

Data provided by

Creditras Equity

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Insurance Funds - Creditras Equity: Performance, Terms, Fees, Risk, Rating