Amundi Resa Actions France NC
Ticker
0P00005ZXU.F
ISIN
FR001018488
Price
EUR 270.20
Change Today
-4.01 / -1.462 %
Price 1 year ago
257.62 / 4.883 %
Morningstar
5
52 Week Low
248.57
52 Week High
302.13
200 Day Moving Average 283.39
283.39
50-day Moving Average
280.19
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 8.073% |
| Average Annual Volatility | 17.877% |
| Sharpe Ratio | 0.45 |
| Sortino Ratio | 0.39 |
| Maximum Drawdown | -36.0% |
| Maximum Drawdown Date | 2020-03-19 |
| Calmar Ratio | -0.22 |
Company information
Summary
-
Market
DR
Category
France Equity
Expense Ratio
0.69%
Fund family
-
Morningstar
5
Yield
-
Exchange
FRA
| Sector | Weight |
|---|---|
| Financial services | 17.14% |
| Industrials | 11.98% |
| Energy | 11.19% |
| Consumer cyclical | 10.79% |
| Consumer defensive | 10.62% |
| Healthcare | 9.12% |
| Basic materials | 7.38% |
| Utilities | 7.21% |
| Communication services | 3.13% |
| Technology | 2.02% |
| Realestate | 0.12% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| BNP.PA | BNP Paribas | 8.07% |
| TTE.PA | Total SA | 8.04% |
| SAN.PA | Sanofi SA | 7.48% |
| BN.PA | Danone SA | 3.93% |
| CA.PA | Carrefour | 3.78% |
| CS.PA | AXA SA | 3.58% |
| SU.PA | Schneider Electric SE | 3.56% |
| ENGI.PA | Engie SA | 3.53% |
| ORA.PA | Orange SA | 3.07% |
| Amundi Cash Institutions SRI I C | 2.8% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00005ZXU.F | Amundi Resa Actions France NC | FR001018488 | FRA | 0.69% | 5 | ||
| CF1.PA | Amundi ETF MSCI France UCITS ETF | FR0010655704 | PAR | 0.25% | 5 | -0.05 | |
| FR0000447609.PA | Federal Conviction ISR France P A/I | FR0000077769 | YHD | 1.70% | 5 | ||
| FR0010185637.PA | Amundi Resa Oblig Diversifié | FR0010185637 | YHD | 0.60% | 5 | ||
| FR0010199653.PA | Amundi Resa Actions Internationales | FR0010199653 | YHD | 0.95% | 5 | ||
| IFRE.AS | iShares MSCI France UCITS ETF | IE00BP3QZJ36 | AMS | 0.25% | 5 | +0.40 | |
| ISFR.L | iShares MSCI France UCITS ETF | IE00BP3QZJ3 | LSE | 0.25% | 5 | +0.40 |
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.