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Arca Previdenza Crescita Sostenibile R
29.43
-2.45%
Currency: EUR
Date: 25/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 29.43 | 30.17 | EUR | 25/03/31 | -2.45 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | R |
| Risk Class | N.Ap. |
| Assogestioni Category | Bilanciati |
| Declared Benchmark | N.Av. |
| Start Date | 09/02/02 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | 488,0443 at 24/08/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -2.45 |
| Ytd | -1.46 |
| 1 year | +2.98 |
| 3 years | +6.98 |
| 5 years | +28.11 |
| Yearly | |
|---|---|
| 03/31/2024 | +8.62 |
| 03/31/2023 | +9.46 |
| 03/31/2022 | -13.40 |
| 03/31/2021 | +7.52 |
| 03/31/2020 | +5.92 |
| 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 | -2.45 |
| 1 week | -2.45 |
| 1 month | -2.45 |
| 3 months | -1.46 |
| 6 months | -1.36 |
| From the beginning of the year | -1.46 |
| 1 year | +2.98 |
| 2 years | +13.63 |
| 3 years | +6.98 |
| 4 years | +7.68 |
| 5 years | +28.11 |
| Yearly | |
|---|---|
| 03/31/2024 | +8.62 |
| 03/31/2023 | +9.46 |
| 03/31/2022 | -13.40 |
| 03/31/2021 | +7.52 |
| 03/31/2020 | +5.92 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | -0.081 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | -0.0011 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.5282 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | -0.1018 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | -0.0015 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.8017 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +4.81 |
| 3 years | +8.06 |
| 5 years | +7.42 |
| Negative Volatility | |
|---|---|
| 1 year | +3.83 |
| 3 years | +5.81 |
| 5 years | +4.89 |
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 | -0.0011 |
| Sortino | -0.0015 |
| Bull Market | +3.77 |
| Bear Market | -2.65 |
| 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
14,257
+2.98
3 years
8,156
+6.98
5 years
5,931
+28.11
|
14,257 | +2.98 | 8,156 | +6.98 | 5,931 | +28.11 |
|
Total Volatility
1 year
3,755
+4.81
3 years
3,955
+8.06
5 years
3,069
+7.42
|
3,755 | +4.81 | 3,955 | +8.06 | 3,069 | +7.42 |
|
Negative Volatility
1 year
6,289
+3.83
3 years
4,549
+5.81
5 years
3,213
+4.89
|
6,289 | +3.83 | 4,549 | +5.81 | 3,213 | +4.89 |
|
Sharpe Index
1 year
7,590
-0.08
3 years
3,878
-0.00
5 years
1,923
+0.53
|
7,590 | -0.08 | 3,878 | -0.00 | 1,923 | +0.53 |
|
Sortino Index
1 year
10,688
-0.10
3 years
5,577
-0.00
5 years
2,484
+0.80
|
10,688 | -0.10 | 5,577 | -0.00 | 1,923 | +0.80 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
413
+2.98
3 years
181
+6.98
5 years
91
+28.11
|
413 | +2.98 | 181 | +6.98 | 91 | +28.11 |
|
Total Volatility
1 year
107
+4.81
3 years
90
+8.06
5 years
53
+7.42
|
107 | +4.81 | 90 | +8.06 | 53 | +7.42 |
|
Negative Volatility
1 year
189
+3.83
3 years
118
+5.81
5 years
53
+4.89
|
189 | +3.83 | 118 | +5.81 | 53 | +4.89 |
|
Sharpe Index
1 year
280
-0.08
3 years
61
-0.00
5 years
8
+0.53
|
280 | -0.08 | 61 | -0.00 | 8 | +0.53 |
|
Sortino Index
1 year
339
-0.10
3 years
119
-0.00
5 years
19
+0.80
|
339 | -0.10 | 119 | -0.00 | 19 | +0.80 |
Data provided by 
