POLAR RENTA FIJA
Ticker
ES0182631004.MC
ISIN
ES0182631004
Price
EUR 127.28
Change Today
+0.05 / 0.042 %
Price 1 year ago
128.31 / -0.803 %
Morningstar
5
52 Week Low
126.32
52 Week High
128.72
200 Day Moving Average 127.58
127.58
50-day Moving Average
127.13
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -0.821% |
| Average Annual Volatility | 1.208% |
| Sharpe Ratio | -0.68 |
| Sortino Ratio | -1.90 |
| Maximum Drawdown | -2.0% |
| Maximum Drawdown Date | 2018-05-30 |
| Calmar Ratio | 1.17 |
Company information
Summary
-
Market
ES
Category
EUR Diversified Bond
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
MCE
| Sector | Weight |
|---|
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000DO9.F | Renta 4 Latinoamérica R FI | ES017332003 | FRA | 0.76% | 5 | ||
| 0P00001P5H.F | Rentabilité Mobilière | FR000745347 | FRA | 5 | |||
| 0P0001BPPF.F | Rentamarkets Narval B FI | ES017336701 | FRA | 5 | |||
| 0P0001FC0H.F | Rentamarkets Narval F FI | ES017336703 | FRA | 5 | |||
| 0P0001FILV.F | Renta 4 Multigestión 2 Atria Inversión Global FI | ES017474103 | FRA | 5 | |||
| 0P0001I6WL.F | Renta 4 Latinoamérica I FI | ES017332003 | FRA | 5 | |||
| 0P0001L1PC.F | Rentamarkets Narval A FI | ES017336701 | FRA | 5 | |||
| ES0106949037.MC | ES0107516033 | MCE | 5 | ||||
| ES0107516033.MC | ES0107516033 | MCE | 5 | ||||
| ES0107942007.MC | ES0131368005 | MCE | 5 | ||||
| ES0127097030.MC | ES0127097030 | MCE | 5 | ||||
| ES0142167008.MC | ES0142167008 | MCE | 5 | ||||
| ES0142167032.MC | ES0142167032 | MCE | 5 | ||||
| ES0143212001.MC | ES0143212001 | MCE | 5 | ||||
| ES0165240005.MC | ES0165240039 | MCE | 5 | ||||
| ES0165240013.MC | ES0165240039 | MCE | 5 | ||||
| ES0165240039.MC | ES0165240039 | MCE | 5 | ||||
| ES0170138004.MC | ES0170138004 | MCE | 5 | ||||
| ES0173368004.MC | ES0173368004 | MCE | 5 | ||||
| ES0173368012.MC | ES0173368012 | MCE | 5 | ||||
| ES0173368020.MC | ES0173368004 | MCE | 5 | ||||
| ES0173368046.MC | ES0173368012 | MCE | 5 | ||||
| ES0182631004.MC | ES0182631004 | MCE | 5 | ||||
| FR0007453477.PA | Rentabilité Mobilière | FR000745347 | YHD | 0.48% | 5 | ||
| FR0011026707.PA | Schelcher Prince Opportunités Européennes | FR001103481 | YHD | 5 | |||
| FR0011034800.PA | Schelcher Prince Opportunités Eurps D | FR001103481 | YHD | 5 | |||
| FR0011034818.PA | Schelcher Prince Opportunités Eurps P | FR001103481 | YHD | 5 | |||
| FR0011488964.PA | Galaxie Obligataire 1 | FR001148896 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0013030079.PA | Etoile Obli 3-7 Ans | FR001303007 | YHD | 5 | Candriam World Alternative Alphamax C EUR |
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.