MCA Vie
Ticker
0P00006EFY.F
ISIN
FR000702630
Price
EUR 405.36
Change Today
-4.78 / -1.165 %
Price 1 year ago
340.28 / 19.125 %
Morningstar
5
52 Week Low
245.13
52 Week High
421.36
200 Day Moving Average 386.25
386.25
50-day Moving Average
408.61
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.98 |
| Sortino Ratio | 0.33 |
| Maximum Drawdown | -5.22% |
| Maximum Drawdown Date | 2024-08-06 |
| Calmar Ratio | -5.07 |
1 year
| Parameter | Value |
|---|---|
| Return | 1.89 |
| Volatility | 5.901% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.463% |
| Average Annual Volatility | 27.526% |
| Sharpe Ratio | 0.45 |
| Sortino Ratio | 0.39 |
| Maximum Drawdown | -33.0% |
| Maximum Drawdown Date | 2020-03-17 |
| Calmar Ratio | -0.33 |
Company information
Summary
-
Market
DR
Category
Foreign Large Growth
Expense Ratio
1.96%
Fund family
-
Morningstar
5
Yield
-
Exchange
FRA
| Sector | Weight |
|---|---|
| Industrials | 14.67% |
| Utilities | 9.04% |
| Communication services | 7.23% |
| Consumer cyclical | 5.87% |
| Basic materials | 3.05% |
| Consumer defensive | 2.87% |
| Financial services | 2.56% |
| Energy | 1.91% |
| Healthcare | 1.56% |
| Realestate | 0.00% |
| Technology | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Groupama SA | 6.76% | |
| MCA Entreprendre PME | 4.82% | |
| Union + | 4.11% | |
| DG.PA | Vinci SA | 3.94% |
| BNP Paribas | 3.65% | |
| AXA | 2.88% | |
| Diac Sa | 2.84% | |
| ILD.PA | Iliad SA | 2.72% |
| ELIS.PA | Elis SA | 2.69% |
| TEP.PA | Teleperformance SE | 2.6% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00006EFY.F | MCA Vie | FR000702630 | FRA | 1.96% | 5 | ||
| FR0007026307.PA | MCA Vie | FR000702630 | YHD | 1.96% | 5 | ||
| FR0010737510.PA | Gvie Diversifié 1 | FR001073751 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0011636182.PA | Acticcia Vie | FR0013242161 | YHD | 5 | |||
| FR0011828177.PA | Acticcia Vie N°2 | FR0011828177 | YHD | 5 | |||
| FR0012018745.PA | Acticcia Vie N°3 | FR0012018745 | YHD | 5 | |||
| FR0012200335.PA | LBP EthicEuro 100 Janvier 2023 | FR001220033 | YHD | 5 | |||
| FR0012200343.PA | LBP EthicEuro 90 Janvier 2023 | FR001220034 | YHD | 5 | |||
| FR0012287316.PA | Acticcia Vie 90 | FR0012287316 | YHD | 5 | |||
| FR0012297240.PA | Acticcia Vie N°4 | FR0012297240 | YHD | 5 | |||
| FR0012829364.PA | Acticcia Vie 90 N°2 | FR0012829364 | YHD | 5 | |||
| FR0012994119.PA | LBP EthicEuro 100 Janvier 2024 | FR001299411 | YHD | 5 | |||
| FR0012994127.PA | LBP EthicEuro 90 Janvier 2024 | FR001299412 | YHD | 5 | |||
| FR0013118692.PA | Acticcia Vie 90 N?4 C | FR0013118692 | YHD | 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.