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Duerrevita Fip8

11.251 +0.30%

Currency: EUR Date: 26/06/17

Trend

Last	Previous	Currency	Date	Chng
11.251	11.217	EUR	26/06/17	+0.30

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	01/10/18
Advisor Name	N.Av.
Fund Asset Under Management	1,2865 at 25/12/31

Performance

Cumulatives
1 month	+4.57
Ytd	+8.21
1 year	+18.11
3 years	+35.15
5 years	+31.88

Yearly
05/31/2025	+14.44
05/31/2024	+6.46
05/31/2023	+9.66
05/31/2022	-12.50
05/31/2021	+17.80

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	+0.30
1 week	+3.34
1 month	+4.57
3 months	+6.90
6 months	+10.23
From the beginning of the year	+8.21
1 year	+18.11
2 years	+25.16
3 years	+35.15
4 years	+47.42
5 years	+31.88

Yearly
05/31/2025	+14.44
05/31/2024	+6.46
05/31/2023	+9.66
05/31/2022	-12.50
05/31/2021	+17.80

Rating
N.Av.

Score
N.Av.

Efficiency Indicators

Sharpe 1 year	1.2736
Benchmark 1 year	N.Av.
Sharpe 3 years	0.6419
Benchmark 3 years	N.Av.
Sharpe 5 years	0.3853
Benchmark 5 years	N.Av.

Sortino 1 year	1.6912
Benchmark 1 year	N.Av.
Sortino 3 years	0.9768
Benchmark 3 years	N.Av.
Sortino 5 years	0.5625
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+11.36
3 years	+9.96
5 years	+10.77

Negative Volatility
1 year	+8.56
3 years	+6.57
5 years	+7.29

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 - 26/05/28

Relative

Sharpe	0.6419
Sortino	0.9768
Bull Market	+5.21
Bear Market	-4.38

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 1,279 +15.22 3 years 2,328 +37.18 5 years 668 +32.37 Performance	1,279	+15.22	2,328	+37.18	668	+32.37
Total Volatility 1 year 266 +11.36 3 years 269 +9.96 5 years 144 +10.77 Total Volatility	266	+11.36	269	+9.96	144	+10.77
Negative Volatility 1 year 347 +8.56 3 years 295 +6.57 5 years 131 +7.29 Negative Volatility	347	+8.56	295	+6.57	131	+7.29
Sharpe Index 1 year 1,937 +1.27 3 years 959 +0.64 5 years 175 +0.39 Sharpe Index	1,937	+1.27	959	+0.64	175	+0.39
Sortino Index 1 year 1,862 +1.69 3 years 854 +0.98 5 years 155 +0.56 Sortino Index	1,862	+1.69	854	+0.98	175	+0.56

By Category

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 1,279 +15.22 3 years 2,328 +37.18 5 years 668 +32.37 Performance	1,279	+15.22	2,328	+37.18	668	+32.37
Total Volatility 1 year 266 +11.36 3 years 269 +9.96 5 years 144 +10.77 Total Volatility	266	+11.36	269	+9.96	144	+10.77
Negative Volatility 1 year 347 +8.56 3 years 295 +6.57 5 years 131 +7.29 Negative Volatility	347	+8.56	295	+6.57	131	+7.29
Sharpe Index 1 year 1,937 +1.27 3 years 959 +0.64 5 years 175 +0.39 Sharpe Index	1,937	+1.27	959	+0.64	175	+0.39
Sortino Index 1 year 1,862 +1.69 3 years 854 +0.98 5 years 155 +0.56 Sortino Index	1,862	+1.69	854	+0.98	155	+0.56

Legenda

Data provided by

Duerrevita Fip8

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Insurance Funds - Duerrevita Fip8: Performance, Terms, Fees, Risk, Rating