Fineco AM Active Collection Europe UCITS ETF A EUR Acc (PRIMO.MI) Total Returns
Growth of €10,000 chart
2025-06-18 to 2026-03-18 to
€
%
%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | €11,065.03 | 10.65% | 14.50% | €0.00 | 0.00% |
| Real * | €11,027.45 | 10.27% | 13.98% | €0.00 | 0.00% |
* Adjusted to Jun 2025 purchasing power (EU HICP) Taxes: €0.00 · Transaction costs: €0.00 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Month Returns (21 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +1.54% |
| Median Rolling Return | +1.54% |
| Best Rolling Return | +11.69% |
| Worst Rolling Return | -6.97% |
| % of Windows Positive | 77.5% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -7.39% |
| Drawdown Duration | 13 Trading Days (Unrecovered) |
| Sortino Ratio | 1.22 |
| Calmar Ratio | 2.04 |
| CVaR (5%) | -2.74% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +1.20% (+5.73% ann.) | +€119.68 | €0.00 | €0.00 | €0.00 |
| 2025 partial | +9.34% (+18.21% ann.) | +€934.17 | €0.00 | €0.00 | €0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2025-06-18 – 2026-03-18 | +10.65% | +14.50% | +€1065.03 | €0.00 | €0.00 | €0.00 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| Total | 0 payments | €0.00 | €0.00 | €0.00 | 0.0000 |
No dividends in the selected period.