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Arca Previdenza Alta Crescita Sostenibile C
36.59
-3.39%
Currency: EUR
Date: 25/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 36.59 | 37.872 | EUR | 25/03/31 | -3.39 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | C |
| Risk Class | 5 |
| Assogestioni Category | Azionari |
| Declared Benchmark | N.Av. |
| Start Date | 98/12/15 |
| Advisor Name | Arca Sgr Spa |
| Fund Asset Under Management | 142,0902 at 24/08/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -3.39 |
| Ytd | -2.42 |
| 1 year | +2.66 |
| 3 years | +10.58 |
| 5 years | +45.78 |
| Yearly | |
|---|---|
| 03/31/2024 | +12.16 |
| 03/31/2023 | +11.17 |
| 03/31/2022 | -12.60 |
| 03/31/2021 | +13.27 |
| 03/31/2020 | +6.91 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Company
Arca Sgr Spa
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Costs
| Entrance (ACP) | Min: 65,0000 - Max: 65,0000 |
| Management | 1.44 |
| Reimbursement | 20 |
| Administrative | 20; 5 |
| Switch | 20 |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 0,0000 EUR |
| Integrative | 0,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 0,0000 |
Costs
| Entrance (ACP) | Min: 65,0000 - Max: 65,0000 |
| Management | 1.44 |
| Reimbursement | 20 |
| Administrative | 20; 5 |
| Switch | 20 |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | -3.39 |
| 1 week | -3.39 |
| 1 month | -3.39 |
| 3 months | -2.42 |
| 6 months | -1.94 |
| From the beginning of the year | -2.42 |
| 1 year | +2.66 |
| 2 years | +16.78 |
| 3 years | +10.58 |
| 4 years | +15.58 |
| 5 years | +45.78 |
| Yearly | |
|---|---|
| 03/31/2024 | +12.16 |
| 03/31/2023 | +11.17 |
| 03/31/2022 | -12.60 |
| 03/31/2021 | +13.27 |
| 03/31/2020 | +6.91 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | -0.0961 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.1284 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.7416 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | -0.1259 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.1837 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.1889 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +6.40 |
| 3 years | +9.57 |
| 5 years | +8.95 |
| Negative Volatility | |
|---|---|
| 1 year | +4.89 |
| 3 years | +6.69 |
| 5 years | +5.58 |
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 - 25/03/31
Relative
| Sharpe | 0.1284 |
| Sortino | 0.1837 |
| Bull Market | +4.41 |
| Bear Market | -3.39 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 5 |
General
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
14,763
+2.66
3 years
8,204
+10.58
5 years
5,960
+45.78
|
14,763 | +2.66 | 8,204 | +10.58 | 5,960 | +45.78 |
|
Total Volatility
1 year
7,436
+6.40
3 years
6,012
+9.57
5 years
5,320
+8.95
|
7,436 | +6.40 | 6,012 | +9.57 | 5,320 | +8.95 |
|
Negative Volatility
1 year
10,975
+4.89
3 years
8,143
+6.69
5 years
6,173
+5.58
|
10,975 | +4.89 | 8,143 | +6.69 | 6,173 | +5.58 |
|
Sharpe Index
1 year
14,386
-0.10
3 years
7,515
+0.13
5 years
5,337
+0.74
|
14,386 | -0.10 | 7,515 | +0.13 | 5,337 | +0.74 |
|
Sortino Index
1 year
15,411
-0.13
3 years
9,119
+0.18
5 years
6,102
+1.19
|
15,411 | -0.13 | 9,119 | +0.18 | 5,337 | +1.19 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
36
+2.66
3 years
26
+10.58
5 years
17
+45.78
|
36 | +2.66 | 26 | +10.58 | 17 | +45.78 |
|
Total Volatility
1 year
5
+6.40
3 years
5
+9.57
5 years
3
+8.95
|
5 | +6.40 | 5 | +9.57 | 3 | +8.95 |
|
Negative Volatility
1 year
7
+4.89
3 years
6
+6.69
5 years
3
+5.58
|
7 | +4.89 | 6 | +6.69 | 3 | +5.58 |
|
Sharpe Index
1 year
35
-0.10
3 years
21
+0.13
5 years
15
+0.74
|
35 | -0.10 | 21 | +0.13 | 15 | +0.74 |
|
Sortino Index
1 year
34
-0.13
3 years
23
+0.18
5 years
16
+1.19
|
34 | -0.13 | 23 | +0.18 | 16 | +1.19 |
Data provided by 
