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Arca Previdenza Obiettivo Tfr C
13.80
-0.40%
Currency: EUR
Date: 25/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 13.80 | 13.855 | EUR | 25/03/31 | -0.40 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | C |
| Risk Class | 3 |
| Assogestioni Category | Bilanciati Obbligazionari |
| Declared Benchmark | N.Av. |
| Start Date | 07/06/29 |
| Advisor Name | Arca Sgr Spa |
| Fund Asset Under Management | 221,3379 at 24/08/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -0.40 |
| Ytd | +0.84 |
| 1 year | +4.19 |
| 3 years | +8.22 |
| 5 years | +10.62 |
| Yearly | |
|---|---|
| 03/31/2024 | +4.47 |
| 03/31/2023 | +4.76 |
| 03/31/2022 | -3.25 |
| 03/31/2021 | +1.18 |
| 03/31/2020 | +0.07 |
| 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 | -0.40 |
| 1 week | -0.40 |
| 1 month | -0.40 |
| 3 months | +0.84 |
| 6 months | +0.84 |
| From the beginning of the year | +0.84 |
| 1 year | +4.19 |
| 2 years | +8.58 |
| 3 years | +8.22 |
| 4 years | +8.12 |
| 5 years | +10.62 |
| Yearly | |
|---|---|
| 03/31/2024 | +4.47 |
| 03/31/2023 | +4.76 |
| 03/31/2022 | -3.25 |
| 03/31/2021 | +1.18 |
| 03/31/2020 | +0.07 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | 0.2935 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 0.0342 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.2414 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 0.4006 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 0.0495 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.3486 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +2.40 |
| 3 years | +3.77 |
| 5 years | +3.11 |
| Negative Volatility | |
|---|---|
| 1 year | +1.76 |
| 3 years | +2.60 |
| 5 years | +2.15 |
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 | 0.0342 |
| Sortino | 0.0495 |
| Bull Market | +1.29 |
| Bear Market | -0.71 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 3 |
General
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
18,866
+4.19
3 years
13,971
+8.22
5 years
11,016
+10.62
|
18,866 | +4.19 | 13,971 | +8.22 | 11,016 | +10.62 |
|
Total Volatility
1 year
540
+2.40
3 years
529
+3.77
5 years
429
+3.11
|
540 | +2.40 | 529 | +3.77 | 429 | +3.11 |
|
Negative Volatility
1 year
572
+1.76
3 years
1,057
+2.60
5 years
496
+2.15
|
572 | +1.76 | 1,057 | +2.60 | 496 | +2.15 |
|
Sharpe Index
1 year
9,282
+0.29
3 years
8,308
+0.03
5 years
5,087
+0.24
|
9,282 | +0.29 | 8,308 | +0.03 | 5,087 | +0.24 |
|
Sortino Index
1 year
6,485
+0.40
3 years
11,113
+0.05
5 years
7,046
+0.35
|
6,485 | +0.40 | 11,113 | +0.05 | 5,087 | +0.35 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
915
+4.19
3 years
586
+8.22
5 years
368
+10.62
|
915 | +4.19 | 586 | +8.22 | 368 | +10.62 |
|
Total Volatility
1 year
14
+2.40
3 years
11
+3.77
5 years
9
+3.11
|
14 | +2.40 | 11 | +3.77 | 9 | +3.11 |
|
Negative Volatility
1 year
20
+1.76
3 years
23
+2.60
5 years
16
+2.15
|
20 | +1.76 | 23 | +2.60 | 16 | +2.15 |
|
Sharpe Index
1 year
344
+0.29
3 years
206
+0.03
5 years
86
+0.24
|
344 | +0.29 | 206 | +0.03 | 86 | +0.24 |
|
Sortino Index
1 year
190
+0.40
3 years
327
+0.05
5 years
136
+0.35
|
190 | +0.40 | 327 | +0.05 | 136 | +0.35 |
Data provided by 
