AXA Indice France D
Ticker
0P00000QC1.F
ISIN
FR000017043
Price
EUR 545.42
Change Today
-0.79 / -0.145 %
Price 1 year ago
521.86 / 4.514 %
Morningstar
5
52 Week Low
517.28
52 Week High
617.96
200 Day Moving Average 579.96
579.96
50-day Moving Average
567.02
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.23 |
| Sortino Ratio | 0.05 |
| Maximum Drawdown | -12.79% |
| Maximum Drawdown Date | 2024-08-06 |
| Calmar Ratio | -0.23 |
1 year
| Parameter | Value |
|---|---|
| Return | 0.72 |
| Volatility | 12.48% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 6.984% |
| Average Annual Volatility | 19.234% |
| Sharpe Ratio | 0.36 |
| Sortino Ratio | 0.29 |
| Maximum Drawdown | -39.0% |
| Maximum Drawdown Date | 2020-03-18 |
| Calmar Ratio | -0.17 |
Company information
Summary
-
Market
DR
Category
France Equity
Expense Ratio
0.83%
Fund family
-
Morningstar
5
Yield
0.0091
Exchange
FRA
| Sector | Weight |
|---|---|
| Industrials | 20.48% |
| Consumer cyclical | 19.47% |
| Consumer defensive | 11.47% |
| Healthcare | 11.40% |
| Energy | 8.83% |
| Financial services | 8.70% |
| Basic materials | 5.68% |
| Technology | 5.39% |
| Communication services | 2.73% |
| Utilities | 1.56% |
| Realestate | 0.40% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| MC.PA | LVMH Moet Hennessy Louis Vuitton SE | 11.89% |
| SAN.PA | Sanofi SA | 6.76% |
| TTE.PA | Total SE | 6.35% |
| OR.PA | L'Oreal SA | 5.88% |
| SU.PA | Schneider Electric SE | 4.9% |
| AI.PA | Air Liquide SA | 4.54% |
| BNP.PA | BNP Paribas | 4.11% |
| AIR | Airbus SE | 4.02% |
| KER.PA | Kering SA | 3.45% |
| CS.PA | AXA SA | 3.11% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000QC1.F | AXA Indice France D | FR000017043 | FRA | 0.83% | 5 | ||
| FR0000285884.PA | LBPAM Actions Indice Euro R A/I | FR000028630 | YHD | 1.27% | 5 | ||
| FR0000286304.PA | LBPAM Actions Indice France R A/I | FR000028630 | YHD | 1.27% | 5 | ||
| FR0007493390.PA | Indice Valor C | US02079K107 | YHD | 1.48% | 5 | -19.14 | +0.91 |
| FR0010613315.PA | LBPAM Actions Indice Euro E A/I | FR000007776 | YHD | 1.27% | 5 | ||
| FR0010613323.PA | LBPAM Actions Indice France E A/I | FR000028630 | YHD | 1.27% | 5 | ||
| FR0010914069.PA | LBPAM Actions Indice Euro I | FR000028588 | YHD | 0.53% | 5 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.