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            Trend

            Last Previous Currency Date Chng
            19.327 19.33 EUR 24/09/11 -0.02

            Terms

            Isin IT0001033486
            Contract Type Fondo Comune Inv.
            Currency EUR
            Class N.Ap.
            Risk Class 4
            Assogestioni Category Azionari Europa
            Declared Benchmark 100% MSCI EUROPE Climate Change Paris Aligned Select
            Start Date 95/03/10
            Advisor Name Arca Sgr Spa
            Fund Asset Under Management N.Av.

            Performance

            Cumulatives
            1 month +2.62
            Ytd +6.72
            1 year +13.39
            3 years +4.89
            5 years +24.62
            Yearly
            08/31/2023 +13.56
            08/31/2022 -17.41
            08/31/2021 +25.09
            08/31/2020 -5.65
            08/31/2019 +23.90
            Rating
            Score
            47.8796

            Company

            Arca Sgr Spa
            Via Disciplini n. 3 20123 - Milano
            Tel. +39-02480971

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Subscription

            One Solution
            Initial 100,0000 EUR
            Integrative 100,0000 EUR
            Accumulation Plan
            Duration Libera
            Minimum Payment Unit 100
            Initial Payment 100,0000

            Costs

            Entrance (ACP) Min: 0,0000 - Max: 0,0000
            Management 1.8
            Reimbursement 0%
            Administrative 0%
            Switch 0%
            Tunnel 0

            Performance

            Cumulatives
            1 day -0.02
            1 week -1.07
            1 month +2.62
            3 months -2.37
            6 months +2.59
            From the beginning of the year +6.72
            1 year +13.39
            2 years +19.60
            3 years +4.89
            4 years +34.23
            5 years +24.62
            Yearly
            08/31/2023 +13.56
            08/31/2022 -17.41
            08/31/2021 +25.09
            08/31/2020 -5.65
            08/31/2019 +23.90


            Rating
            Rating Rating Rating
            Score
            47.8796

            Efficiency Indicators

            Sharpe 1 year 0.6553
            Benchmark 1 year N.Av.
            Sharpe 3 years 0.1102
            Benchmark 3 years N.Av.
            Sharpe 5 years 0.3215
            Benchmark 5 years N.Av.
            Sortino 1 year 1.3878
            Benchmark 1 year N.Av.
            Sortino 3 years 0.1533
            Benchmark 3 years N.Av.
            Sortino 5 years 0.4479
            Benchmark 5 years N.Av.

            Absolute

            Standard Volatility
            1 year +11.35
            3 years +14.89
            5 years +17.02
            Negative Volatility
            1 year +5.35
            3 years +9.89
            5 years +12.06

            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 - 24/08/30

            Relative

            Sharpe 0.1102
            Sortino 0.1533
            Bull Market +9.42
            Bear Market -7.16
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Benchmark N.Av.
            Three years data
            Risk Class 4

            General

              1 year 1,757 3 years 1,271 5 years 836
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,757
            3,984
              
            +16.33
            3 years 1,271
            6,694
              
            +7.06
            5 years 836
            5,140
              
            +31.59
            Performance             		3,984 +16.33 6,694 +7.06 5,140 +31.59
            Total Volatility
            1 year 1,757
            14,594
              
            +11.35
            3 years 1,271
            14,135
              
            +14.89
            5 years 836
            12,729
              
            +17.02
            Total Volatility             		14,594 +11.35 14,135 +14.89 12,729 +17.02
            Negative Volatility
            1 year 1,757
            12,587
              
            +5.35
            3 years 1,271
            14,072
              
            +9.89
            5 years 836
            13,508
              
            +12.06
            Negative Volatility             		12,587 +5.35 14,072 +9.89 13,508 +12.06
            Sharpe Index
            1 year 1,757
            9,705
              
            +0.66
            3 years 1,271
            7,436
              
            +0.11
            5 years 836
            6,586
              
            +0.32
            Sharpe Index             		9,705 +0.66 7,436 +0.11 6,586 +0.32
            Sortino Index
            1 year 1,757
            8,402
              
            +1.39
            3 years 1,271
            7,344
              
            +0.15
            5 years 836
            6,648
              
            +0.45
            Sortino Index             		8,402 +1.39 7,344 +0.15 6,586 +0.45

            By Category

              1 year 1,757 3 years 1,271 5 years 836
              Pos. Chng % Pos. Chng % Pos. Chng %
            Performance
            1 year 1,757
            232
              
            +16.33
            3 years 1,271
            340
              
            +7.06
            5 years 836
            384
              
            +31.59
            Performance             		232 +16.33 340 +7.06 384 +31.59
            Total Volatility
            1 year 1,757
            268
              
            +11.35
            3 years 1,271
            283
              
            +14.89
            5 years 836
            271
              
            +17.02
            Total Volatility             		268 +11.35 283 +14.89 271 +17.02
            Negative Volatility
            1 year 1,757
            190
              
            +5.35
            3 years 1,271
            286
              
            +9.89
            5 years 836
            301
              
            +12.06
            Negative Volatility             		190 +5.35 286 +9.89 301 +12.06
            Sharpe Index
            1 year 1,757
            283
              
            +0.66
            3 years 1,271
            350
              
            +0.11
            5 years 836
            403
              
            +0.32
            Sharpe Index             		283 +0.66 350 +0.11 403 +0.32
            Sortino Index
            1 year 1,757
            255
              
            +1.39
            3 years 1,271
            349
              
            +0.15
            5 years 836
            406
              
            +0.45
            Sortino Index             		255 +1.39 349 +0.15 406 +0.45

            Italian Funds - Arca Azioni Europa Climate Impact: Performance, Terms, Fees, Risk, Rating


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