Unipolsai Previlink Azionario
10.352
-0.30%
Currency: EUR
Date: 24/04/30
Trend
Last | Previous | Currency | Date | Chng |
---|---|---|---|---|
10.352 | 10.383 | EUR | 24/04/30 | -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 | 90% Ind, Fideuram Azionari Internazionali; 10% Ind, Fideuram Mercato Monetario Area Euro |
Start Date | 99/12/01 |
Advisor Name | N.Av. |
Fund Asset Under Management | 5,6850 at 23/12/29 |
Performance
Cumulatives | |
---|---|
1 month | -2.02 |
Ytd | +8.23 |
1 year | +20.04 |
3 years | +26.06 |
5 years | +57.78 |
Yearly | |
---|---|
03/31/2023 | +16.77 |
03/31/2022 | -13.96 |
03/31/2021 | +28.03 |
03/31/2020 | +4.13 |
03/31/2019 | +27.52 |
Rating |
---|
N.Av. |
Score |
---|
N.Av. |
Company
Unipolsai
VIA STALINGRADO, 45 40128 - BOLOGNA (BO)
Tel. +39-0515076111
VIA STALINGRADO, 45 40128 - BOLOGNA (BO)
Tel. +39-0515076111
Costs
Entrance (ACP) | Min: N.Av. - Max: N.Av. |
Management | 1.2 |
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 | 1.2 |
Reimbursement | N.Av. |
Administrative | N.Av. |
Switch | N.Av. |
Tunnel | N.D. |
Performance
Cumulatives | |
---|---|
1 day | -0.30 |
1 week | +0.31 |
1 month | -2.02 |
3 months | +4.07 |
6 months | +18.51 |
From the beginning of the year | +8.23 |
1 year | +20.04 |
2 years | +15.82 |
3 years | +26.06 |
4 years | +60.35 |
5 years | +57.78 |
Yearly | |
---|---|
03/31/2023 | +16.77 |
03/31/2022 | -13.96 |
03/31/2021 | +28.03 |
03/31/2020 | +4.13 |
03/31/2019 | +27.52 |
Rating |
---|
N.Av. |
Score |
---|
N.Av. |
Efficiency Indicators
Sharpe 1 year | 1.6649 |
Benchmark 1 year | N.Av. |
Sharpe 3 years | 0.77 |
Benchmark 3 years | N.Av. |
Sharpe 5 years | 0.7818 |
Benchmark 5 years | N.Av. |
Sortino 1 year | 3.355 |
Benchmark 1 year | N.Av. |
Sortino 3 years | 1.2628 |
Benchmark 3 years | N.Av. |
Sortino 5 years | 1.2201 |
Benchmark 5 years | N.Av. |
Absolute
Standard Volatility | |
---|---|
1 year | +8.60 |
3 years | +12.33 |
5 years | +13.33 |
Negative Volatility | |
---|---|
1 year | +4.24 |
3 years | +7.43 |
5 years | +8.49 |
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. |
Relative
Sharpe | 0.77 |
Sortino | 1.2628 |
Bull Market | +9.00 |
Bear Market | -5.37 |
Benchmark | N.Av. |
Benchmark | N.Av. |
Benchmark | N.Av. |
Benchmark | N.Av. |
Risk Class | N.Ap. |
General
1 year | 3 years | 5 years | ||||
---|---|---|---|---|---|---|
Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
Performance
1 year
2,363
+22.88
3 years
1,945
+31.00
5 years
0
+66.12
|
2,363 | +22.88 | 1,945 | +31.00 | 0 | +66.12 |
Total Volatility
1 year
0
+8.60
3 years
0
+12.33
5 years
0
+13.33
|
0 | +8.60 | 0 | +12.33 | 0 | +13.33 |
Negative Volatility
1 year
0
+4.24
3 years
0
+7.43
5 years
0
+8.49
|
0 | +4.24 | 0 | +7.43 | 0 | +8.49 |
Sharpe Index
1 year
0
+1.66
3 years
0
+0.77
5 years
0
+0.78
|
0 | +1.66 | 0 | +0.77 | 0 | +0.78 |
Sortino Index
1 year
0
+3.36
3 years
0
+1.26
5 years
0
+1.22
|
0 | +3.36 | 0 | +1.26 | 0 | +1.22 |
By Category
1 year | 3 years | 5 years | ||||
---|---|---|---|---|---|---|
Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
Performance
1 year
2,363
+22.88
3 years
1,945
+31.00
5 years
0
+66.12
|
2,363 | +22.88 | 1,945 | +31.00 | 0 | +66.12 |
Total Volatility
1 year
0
+8.60
3 years
0
+12.33
5 years
0
+13.33
|
0 | +8.60 | 0 | +12.33 | 0 | +13.33 |
Negative Volatility
1 year
0
+4.24
3 years
0
+7.43
5 years
0
+8.49
|
0 | +4.24 | 0 | +7.43 | 0 | +8.49 |
Sharpe Index
1 year
0
+1.66
3 years
0
+0.77
5 years
0
+0.78
|
0 | +1.66 | 0 | +0.77 | 0 | +0.78 |
Sortino Index
1 year
0
+3.36
3 years
0
+1.26
5 years
0
+1.22
|
0 | +3.36 | 0 | +1.26 | 0 | +1.22 |