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Anima Picpac Megatrend People 2029
10.701
+0.08%
Currency: EUR
Date: 25/12/19
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 10.701 | 10.692 | EUR | 25/12/19 | +0.08 |
Terms
| Isin | IT0005505513 |
| Contract Type | N.D. |
| Currency | EUR |
| Class | N.Ap. |
| Risk Class | 5 |
| Assogestioni Category | Azionari Internazionali |
| Declared Benchmark | N.Av. |
| Start Date | 24/07/05 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 362,4910 at 25/11/28 |
Performance
| Cumulatives | |
|---|---|
| 1 month | +0.21 |
| Ytd | +4.19 |
| 1 year | +3.86 |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 11/30/2024 | N.Av. |
| 11/30/2023 | N.Av. |
| 11/30/2022 | N.Av. |
| 11/30/2021 | N.Av. |
| 11/30/2020 | N.Av. |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Company
Anima Sgr Per Azioni
CORSO GARIBALDI 99 20121 - MILANO (MI)
Tel. +39-02806381
CORSO GARIBALDI 99 20121 - MILANO (MI)
Tel. +39-02806381
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 0 |
| Reimbursement | 3,25% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 2000,0000 EUR |
| Integrative | 500,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 2000,0000 |
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 0 |
| Reimbursement | 3,25% |
| Administrative | N.Av. |
| Switch | N.Av. |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | +0.08 |
| 1 week | +0.08 |
| 1 month | +0.21 |
| 3 months | +2.36 |
| 6 months | +6.90 |
| From the beginning of the year | +4.19 |
| 1 year | +3.86 |
| 2 years | N.Av. |
| 3 years | N.Av. |
| 4 years | N.Av. |
| 5 years | N.Av. |
| Yearly | |
|---|---|
| 11/30/2024 | N.Av. |
| 11/30/2023 | N.Av. |
| 11/30/2022 | N.Av. |
| 11/30/2021 | N.Av. |
| 11/30/2020 | N.Av. |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 0.6271 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | N.Av. |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | N.Av. |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 0.9254 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | N.Av. |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | N.Av. |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +6.42 |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | +4.48 |
| 3 years | N.Av. |
| 5 years | N.Av. |
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 | N.Av. |
| Sortino | N.Av. |
| Bull Market | N.Av. |
| Bear Market | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 5 |
General
| 1 year 1,719 | 3 years 1,244 | 5 years 845 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,719
7,541
+5.40
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
7,541 | +5.40 | -1 | N.Av. | -1 | N.Av. |
|
Total Volatility
1 year 1,719
7,693
+6.42
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
7,693 | +6.42 | -1 | N.Av. | -1 | N.Av. |
|
Negative Volatility
1 year 1,719
8,723
+4.48
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
8,723 | +4.48 | -1 | N.Av. | -1 | N.Av. |
|
Sharpe Index
1 year 1,719
10,652
+0.63
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
10,652 | +0.63 | -1 | N.Av. | -1 | N.Av. |
|
Sortino Index
1 year 1,719
10,960
+0.93
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
10,960 | +0.93 | -1 | N.Av. | -1 | N.Av. |
By Category
| 1 year 1,719 | 3 years 1,244 | 5 years 845 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 1,719
514
+5.40
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
514 | +5.40 | -1 | N.Av. | -1 | N.Av. |
|
Total Volatility
1 year 1,719
18
+6.42
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
18 | +6.42 | -1 | N.Av. | -1 | N.Av. |
|
Negative Volatility
1 year 1,719
50
+4.48
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
50 | +4.48 | -1 | N.Av. | -1 | N.Av. |
|
Sharpe Index
1 year 1,719
545
+0.63
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
545 | +0.63 | -1 | N.Av. | -1 | N.Av. |
|
Sortino Index
1 year 1,719
557
+0.93
3 years 1,244
-1
N.Av.
5 years 845
-1
N.Av.
|
557 | +0.93 | -1 | N.Av. | -1 | N.Av. |
Data provided by 