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Alleanza Espansione2000

5.417 +2.56%

Currency: EUR Date: 26/05/08

Trend

Last	Previous	Currency	Date	Chng
5.417	5.282	EUR	26/05/08	+2.56

Terms

Isin	N.Av.
Contract Type	N.D.
Currency	EUR
Class	N.Ap.
Risk Class	N.Ap.
Assogestioni Category	Azionari Internazionali
Declared Benchmark	10% Ind, Fideuram Mercato Monetario Area Euro; 15% Ind, Fideuram Obb, Euro Gov, M/L Termine; 20% Ind, Fideuram Azionari Area Euro; 55% Ind, Fideuram Azionari Internazionali; 5% JPM GBI - Plus
Start Date	00/06/19
Advisor Name	N.Av.
Fund Asset Under Management	15,8321 at 24/12/31

Performance

Cumulatives
1 month	+8.15
Ytd	+5.41
1 year	+18.02
3 years	+38.58
5 years	+28.00

Yearly
04/30/2025	+3.63
04/30/2024	+15.46
04/30/2023	+12.61
04/30/2022	-15.99
04/30/2021	+14.65

Rating
N.Av.

Score
N.Av.

Company

Alleanza Assicurazioni Spa
Piazza Fidia 1 20159 - Milano
Tel. +39-0262961

Costs

Entrance (ACP)	Min: N.Av. - Max: N.Av.
Management	1.3
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	1.3
Reimbursement	N.Av.
Administrative	N.Av.
Switch	N.Av.
Tunnel	N.D.

Performance

Cumulatives
1 day	+2.56
1 week	+2.56
1 month	+8.15
3 months	+5.39
6 months	+5.55
From the beginning of the year	+5.41
1 year	+18.02
2 years	+19.37
3 years	+38.58
4 years	+33.16
5 years	+28.00

Yearly
04/30/2025	+3.63
04/30/2024	+15.46
04/30/2023	+12.61
04/30/2022	-15.99
04/30/2021	+14.65

Rating
N.Av.

Score
N.Av.

Efficiency Indicators

Sharpe 1 year	0.2342
Benchmark 1 year	N.Av.
Sharpe 3 years	0.5855
Benchmark 3 years	N.Av.
Sharpe 5 years	0.2243
Benchmark 5 years	N.Av.

Sortino 1 year	0.4097
Benchmark 1 year	N.Av.
Sortino 3 years	0.8242
Benchmark 3 years	N.Av.
Sortino 5 years	0.2914
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+11.10
3 years	+8.92
5 years	+10.29

Negative Volatility
1 year	+6.45
3 years	+6.37
5 years	+7.78

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 - 26/04/24

Relative

Sharpe	0.5855
Sortino	0.8242
Bull Market	+7.03
Bear Market	-4.39

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 2,056 +17.46 3 years 2,135 +34.43 5 years 768 +25.12 Performance	2,056	+17.46	2,135	+34.43	768	+25.12
Total Volatility 1 year 0 +11.10 3 years 0 +8.92 5 years 0 +10.29 Total Volatility	0	+11.10	0	+8.92	0	+10.29
Negative Volatility 1 year 0 +6.45 3 years 0 +6.37 5 years 0 +7.78 Negative Volatility	0	+6.45	0	+6.37	0	+7.78
Sharpe Index 1 year 0 +0.23 3 years 0 +0.59 5 years 0 +0.22 Sharpe Index	0	+0.23	0	+0.59	0	+0.22
Sortino Index 1 year 0 +0.41 3 years 0 +0.82 5 years 0 +0.29 Sortino Index	0	+0.41	0	+0.82	0	+0.29

By Category

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 2,056 +17.46 3 years 2,135 +34.43 5 years 768 +25.12 Performance	2,056	+17.46	2,135	+34.43	768	+25.12
Total Volatility 1 year 0 +11.10 3 years 0 +8.92 5 years 0 +10.29 Total Volatility	0	+11.10	0	+8.92	0	+10.29
Negative Volatility 1 year 0 +6.45 3 years 0 +6.37 5 years 0 +7.78 Negative Volatility	0	+6.45	0	+6.37	0	+7.78
Sharpe Index 1 year 0 +0.23 3 years 0 +0.59 5 years 0 +0.22 Sharpe Index	0	+0.23	0	+0.59	0	+0.22
Sortino Index 1 year 0 +0.41 3 years 0 +0.82 5 years 0 +0.29 Sortino Index	0	+0.41	0	+0.82	0	+0.29

Legenda

Data provided by

Alleanza Espansione2000

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Insurance Funds - Alleanza Espansione2000: Performance, Terms, Fees, Risk, Rating