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Arca Previdenza Crescita Sostenibile C
27.572
-2.48%
Currency: EUR
Date: 25/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 27.572 | 28.274 | EUR | 25/03/31 | -2.48 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | C |
| Risk Class | 4 |
| Assogestioni Category | Bilanciati |
| Declared Benchmark | N.Av. |
| Start Date | 98/12/15 |
| Advisor Name | Arca Sgr Spa |
| Fund Asset Under Management | 140,7145 at 24/08/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -2.48 |
| Ytd | -1.55 |
| 1 year | +2.58 |
| 3 years | +5.76 |
| 5 years | +25.69 |
| Yearly | |
|---|---|
| 03/31/2024 | +8.21 |
| 03/31/2023 | +9.05 |
| 03/31/2022 | -13.74 |
| 03/31/2021 | +7.11 |
| 03/31/2020 | +5.51 |
| 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 | 1.26 |
| 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 | 1.26 |
| Reimbursement | 20 |
| Administrative | 20; 5 |
| Switch | 20 |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | -2.48 |
| 1 week | -2.48 |
| 1 month | -2.48 |
| 3 months | -1.55 |
| 6 months | -1.55 |
| From the beginning of the year | -1.55 |
| 1 year | +2.58 |
| 2 years | +12.77 |
| 3 years | +5.76 |
| 4 years | +6.05 |
| 5 years | +25.69 |
| Yearly | |
|---|---|
| 03/31/2024 | +8.21 |
| 03/31/2023 | +9.05 |
| 03/31/2022 | -13.74 |
| 03/31/2021 | +7.11 |
| 03/31/2020 | +5.51 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | -0.1611 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | -0.0485 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.4767 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | -0.1991 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | -0.0667 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.7153 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +4.81 |
| 3 years | +8.06 |
| 5 years | +7.42 |
| Negative Volatility | |
|---|---|
| 1 year | +3.90 |
| 3 years | +5.87 |
| 5 years | +4.94 |
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 | -0.0485 |
| Sortino | -0.0667 |
| Bull Market | +3.74 |
| Bear Market | -2.68 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 4 |
General
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
14,805
+2.58
3 years
8,993
+5.76
5 years
6,530
+25.69
|
14,805 | +2.58 | 8,993 | +5.76 | 6,530 | +25.69 |
|
Total Volatility
1 year
3,749
+4.81
3 years
3,953
+8.06
5 years
3,068
+7.42
|
3,749 | +4.81 | 3,953 | +8.06 | 3,068 | +7.42 |
|
Negative Volatility
1 year
6,432
+3.90
3 years
4,627
+5.87
5 years
3,260
+4.94
|
6,432 | +3.90 | 4,627 | +5.87 | 3,260 | +4.94 |
|
Sharpe Index
1 year
8,521
-0.16
3 years
5,015
-0.05
5 years
2,848
+0.48
|
8,521 | -0.16 | 5,015 | -0.05 | 2,848 | +0.48 |
|
Sortino Index
1 year
11,469
-0.20
3 years
6,798
-0.07
5 years
3,448
+0.72
|
11,469 | -0.20 | 6,798 | -0.07 | 2,848 | +0.72 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
430
+2.58
3 years
216
+5.76
5 years
123
+25.69
|
430 | +2.58 | 216 | +5.76 | 123 | +25.69 |
|
Total Volatility
1 year
105
+4.81
3 years
89
+8.06
5 years
52
+7.42
|
105 | +4.81 | 89 | +8.06 | 52 | +7.42 |
|
Negative Volatility
1 year
198
+3.90
3 years
121
+5.87
5 years
54
+4.94
|
198 | +3.90 | 121 | +5.87 | 54 | +4.94 |
|
Sharpe Index
1 year
312
-0.16
3 years
105
-0.05
5 years
25
+0.48
|
312 | -0.16 | 105 | -0.05 | 25 | +0.48 |
|
Sortino Index
1 year
362
-0.20
3 years
167
-0.07
5 years
35
+0.72
|
362 | -0.20 | 167 | -0.07 | 35 | +0.72 |
Data provided by 
