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Zlap Evoluzione

8.968 +0.03%

Currency: EUR Date: 25/12/18

Trend

Last	Previous	Currency	Date	Chng
8.968	8.965	EUR	25/12/18	+0.03

Terms

Isin	N.Av.
Contract Type	N.D.
Currency	EUR
Class	N.Ap.
Risk Class	N.Ap.
Assogestioni Category	Fondi Flessibili
Declared Benchmark	20% Ind, Fideuram Obb, Euro Gov, Breve Termine; 20% Ind, Fideuram Obb, Euro Gov, M/L Termine; 20% Ind, Fideuram Obb, Internazionali Governativi; 40% Ind, Fideuram Azionari Internazionali
Start Date	01/03/19
Advisor Name	N.Av.
Fund Asset Under Management	8,1688 at 24/12/31

Performance

Cumulatives
1 month	-0.16
Ytd	+0.34
1 year	-0.68
3 years	+19.14
5 years	+15.48

Yearly
11/30/2024	+10.67
11/30/2023	+9.03
11/30/2022	-13.57
11/30/2021	+10.42
11/30/2020	+2.89

Rating
N.Av.

Score
N.Av.

Company

Zurich Investments Life Spa
Via Benigno Crespi, 23 20159 - Milano
Tel. +39-0259661

Costs

Entrance (ACP)	Min: N.Av. - Max: N.Av.
Management	0.6
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	0.6
Reimbursement	N.Av.
Administrative	N.Av.
Switch	N.Av.
Tunnel	N.D.

Performance

Cumulatives
1 day	+0.03
1 week	-0.80
1 month	-0.16
3 months	+1.06
6 months	+2.79
From the beginning of the year	+0.34
1 year	-0.68
2 years	+11.33
3 years	+19.14
4 years	+4.71
5 years	+15.48

Yearly
11/30/2024	+10.67
11/30/2023	+9.03
11/30/2022	-13.57
11/30/2021	+10.42
11/30/2020	+2.89

Rating
N.Av.

Score
N.Av.

Efficiency Indicators

Sharpe 1 year	0.4192
Benchmark 1 year	N.Av.
Sharpe 3 years	0.5032
Benchmark 3 years	N.Av.
Sharpe 5 years	0.376
Benchmark 5 years	N.Av.

Sortino 1 year	0.6244
Benchmark 1 year	N.Av.
Sortino 3 years	0.751
Benchmark 3 years	N.Av.
Sortino 5 years	0.5612
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+7.54
3 years	+6.38
5 years	+7.03

Negative Volatility
1 year	+5.25
3 years	+4.25
5 years	+4.64

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	0.5032
Sortino	0.751
Bull Market	+3.90
Bear Market	-3.84

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 1,036 +0.72 3 years 1,103 +17.72 5 years 0 +16.89 Performance	1,036	+0.72	1,103	+17.72	0	+16.89
Total Volatility 1 year 1,133 +7.54 3 years 1,146 +6.38 5 years 0 +7.03 Total Volatility	1,133	+7.54	1,146	+6.38	0	+7.03
Negative Volatility 1 year 1,184 +5.25 3 years 1,152 +4.25 5 years 0 +4.64 Negative Volatility	1,184	+5.25	1,152	+4.25	0	+4.64
Sharpe Index 1 year 1,285 +0.42 3 years 540 +0.50 5 years 0 +0.38 Sharpe Index	1,285	+0.42	540	+0.50	0	+0.38
Sortino Index 1 year 1,162 +0.62 3 years 473 +0.75 5 years 0 +0.56 Sortino Index	1,162	+0.62	473	+0.75	0	+0.56

By Category

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 1,036 +0.72 3 years 1,103 +17.72 5 years 0 +16.89 Performance	1,036	+0.72	1,103	+17.72	0	+16.89
Total Volatility 1 year 1,133 +7.54 3 years 1,146 +6.38 5 years 0 +7.03 Total Volatility	1,133	+7.54	1,146	+6.38	0	+7.03
Negative Volatility 1 year 1,184 +5.25 3 years 1,152 +4.25 5 years 0 +4.64 Negative Volatility	1,184	+5.25	1,152	+4.25	0	+4.64
Sharpe Index 1 year 1,285 +0.42 3 years 540 +0.50 5 years 0 +0.38 Sharpe Index	1,285	+0.42	540	+0.50	0	+0.38
Sortino Index 1 year 1,162 +0.62 3 years 473 +0.75 5 years 0 +0.56 Sortino Index	1,162	+0.62	473	+0.75	0	+0.56

Legenda

Data provided by

Zlap Evoluzione

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Insurance Funds - Zlap Evoluzione: Performance, Terms, Fees, Risk, Rating