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Bcc Vita Equity Europa

10.27 +1.04%

Currency: EUR Date: 25/03/20

Trend

Last	Previous	Currency	Date	Chng
10.27	10.164	EUR	25/03/20	+1.04

Terms

Isin	N.Av.
Contract Type	N.D.
Currency	EUR
Class	N.Ap.
Risk Class	N.Ap.
Assogestioni Category	Azionari Europa
Declared Benchmark	100% Stoxx Europe 600
Start Date	02/10/03
Advisor Name	N.Av.
Fund Asset Under Management	0,2260 at 23/12/29

Performance

Cumulatives
1 month	-0.60
Ytd	+8.65
1 year	+9.48
3 years	+25.67
5 years	+88.06

Yearly
02/29/2024	+7.19
02/28/2023	+11.69
02/28/2022	-14.52
02/28/2021	+20.86
02/29/2020	-6.67

Rating
N.Av.

Score
N.Av.

Company

Bcc Vita Spa
Largo Tazio Nuvolari 1 24143 - Milano
Tel. +39-02466275

Costs

Entrance (ACP)	Min: N.Av. - Max: N.Av.
Management	1.5
Reimbursement	N.Av.
Administrative	N.Av.
Switch	N.Av.
Tunnel	N.D.

Subscription

One Solution
Initial	N.Av. EUR
Integrative	N.Av. EUR

Accumulation Plan
Duration	N.Av.
Minimum Payment Unit	N.Av.
Initial Payment	N.Av.

Costs

Entrance (ACP)	Min: N.Av. - Max: N.Av.
Management	1.5
Reimbursement	N.Av.
Administrative	N.Av.
Switch	N.Av.
Tunnel	N.D.

Performance

Cumulatives
1 day	+1.04
1 week	+1.04
1 month	-0.60
3 months	+4.56
6 months	+6.13
From the beginning of the year	+8.65
1 year	+9.48
2 years	+25.08
3 years	+25.67
4 years	+26.95
5 years	+88.06

Yearly
02/29/2024	+7.19
02/28/2023	+11.69
02/28/2022	-14.52
02/28/2021	+20.86
02/29/2020	-6.67

Rating
N.Av.

Score
N.Av.

Efficiency Indicators

Sharpe 1 year	1.3146
Benchmark 1 year	N.Av.
Sharpe 3 years	0.3513
Benchmark 3 years	N.Av.
Sharpe 5 years	0.2775
Benchmark 5 years	N.Av.

Sortino 1 year	2.9134
Benchmark 1 year	N.Av.
Sortino 3 years	0.5211
Benchmark 3 years	N.Av.
Sortino 5 years	0.3544
Benchmark 5 years	N.Av.

Absolute

Standard Volatility
1 year	+9.01
3 years	+12.95
5 years	+21.20

Negative Volatility
1 year	+4.06
3 years	+8.73
5 years	+16.60

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 - 25/02/20

Relative

Sharpe	0.3513
Sortino	0.5211
Bull Market	+0.72
Bear Market	-4.55

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 30 +11.37 3 years 2,371 +20.87 5 years 810 +28.25 Performance	30	+11.37	2,371	+20.87	810	+28.25
Total Volatility 1 year 0 +9.01 3 years 0 +12.95 5 years 0 +21.20 Total Volatility	0	+9.01	0	+12.95	0	+21.20
Negative Volatility 1 year 0 +4.06 3 years 0 +8.73 5 years 0 +16.60 Negative Volatility	0	+4.06	0	+8.73	0	+16.60
Sharpe Index 1 year 0 +1.31 3 years 0 +0.35 5 years 0 +0.28 Sharpe Index	0	+1.31	0	+0.35	0	+0.28
Sortino Index 1 year 0 +2.91 3 years 0 +0.52 5 years 0 +0.35 Sortino Index	0	+2.91	0	+0.52	0	+0.35

By Category

	1 year		3 years		5 years
	Pos.	Chng %	Pos.	Chng %	Pos.	Chng %
Performance 1 year 30 +11.37 3 years 2,371 +20.87 5 years 810 +28.25 Performance	30	+11.37	2,371	+20.87	810	+28.25
Total Volatility 1 year 0 +9.01 3 years 0 +12.95 5 years 0 +21.20 Total Volatility	0	+9.01	0	+12.95	0	+21.20
Negative Volatility 1 year 0 +4.06 3 years 0 +8.73 5 years 0 +16.60 Negative Volatility	0	+4.06	0	+8.73	0	+16.60
Sharpe Index 1 year 0 +1.31 3 years 0 +0.35 5 years 0 +0.28 Sharpe Index	0	+1.31	0	+0.35	0	+0.28
Sortino Index 1 year 0 +2.91 3 years 0 +0.52 5 years 0 +0.35 Sortino Index	0	+2.91	0	+0.52	0	+0.35

Legenda

Data provided by

Bcc Vita Equity Europa

Trend

Terms

Performance

Company

Costs

Subscription

Costs

Performance

Efficiency Indicators

Absolute

Benchmark

Relative

General

By Category

Insurance Funds - Bcc Vita Equity Europa: Performance, Terms, Fees, Risk, Rating