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Arca Previdenza Alta Crescita Sostenibile R
39.068
-3.35%
Currency: EUR
Date: 25/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 39.068 | 40.423 | EUR | 25/03/31 | -3.35 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | R |
| Risk Class | N.Ap. |
| Assogestioni Category | Azionari |
| Declared Benchmark | N.Av. |
| Start Date | 09/01/30 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 627,7434 at 24/08/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -3.35 |
| Ytd | -2.33 |
| 1 year | +3.05 |
| 3 years | +11.86 |
| 5 years | +48.57 |
| Yearly | |
|---|---|
| 03/31/2024 | +12.58 |
| 03/31/2023 | +11.59 |
| 03/31/2022 | -12.25 |
| 03/31/2021 | +13.69 |
| 03/31/2020 | +7.32 |
| 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 | -3.35 |
| 1 week | -3.35 |
| 1 month | -3.35 |
| 3 months | -2.33 |
| 6 months | -1.76 |
| From the beginning of the year | -2.33 |
| 1 year | +3.05 |
| 2 years | +17.66 |
| 3 years | +11.86 |
| 4 years | +17.36 |
| 5 years | +48.57 |
| Yearly | |
|---|---|
| 03/31/2024 | +12.58 |
| 03/31/2023 | +11.59 |
| 03/31/2022 | -12.25 |
| 03/31/2021 | +13.69 |
| 03/31/2020 | +7.32 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | -0.0365 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.1684 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.7842 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | -0.0484 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.2431 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.27 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +6.40 |
| 3 years | +9.57 |
| 5 years | +8.95 |
| Negative Volatility | |
|---|---|
| 1 year | +4.82 |
| 3 years | +6.63 |
| 5 years | +5.53 |
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 | 0.1684 |
| Sortino | 0.2431 |
| Bull Market | +4.45 |
| Bear Market | -3.35 |
| 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
14,212
+3.05
3 years
7,491
+11.86
5 years
5,397
+48.57
|
14,212 | +3.05 | 7,491 | +11.86 | 5,397 | +48.57 |
|
Total Volatility
1 year
7,452
+6.40
3 years
6,010
+9.57
5 years
5,322
+8.95
|
7,452 | +6.40 | 6,010 | +9.57 | 5,322 | +8.95 |
|
Negative Volatility
1 year
10,848
+4.82
3 years
8,077
+6.63
5 years
6,114
+5.53
|
10,848 | +4.82 | 8,077 | +6.63 | 6,114 | +5.53 |
|
Sharpe Index
1 year
13,837
-0.04
3 years
6,355
+0.17
5 years
4,444
+0.78
|
13,837 | -0.04 | 6,355 | +0.17 | 4,444 | +0.78 |
|
Sortino Index
1 year
14,923
-0.05
3 years
8,122
+0.24
5 years
5,276
+1.27
|
14,923 | -0.05 | 8,122 | +0.24 | 4,444 | +1.27 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
35
+3.05
3 years
22
+11.86
5 years
13
+48.57
|
35 | +3.05 | 22 | +11.86 | 13 | +48.57 |
|
Total Volatility
1 year
7
+6.40
3 years
4
+9.57
5 years
4
+8.95
|
7 | +6.40 | 4 | +9.57 | 4 | +8.95 |
|
Negative Volatility
1 year
6
+4.82
3 years
5
+6.63
5 years
2
+5.53
|
6 | +4.82 | 5 | +6.63 | 2 | +5.53 |
|
Sharpe Index
1 year
30
-0.04
3 years
15
+0.17
5 years
8
+0.78
|
30 | -0.04 | 15 | +0.17 | 8 | +0.78 |
|
Sortino Index
1 year
32
-0.05
3 years
15
+0.24
5 years
11
+1.27
|
32 | -0.05 | 15 | +0.24 | 11 | +1.27 |
Data provided by 
