Aviva Développement
Ticker
FR0000290926.PA
ISIN
FR0000290926
Price
EUR 305.08
Change Today
+2.68 / 0.886 %
Price 1 year ago
265.54 / 14.89 %
Morningstar
5
52 Week Low
253.37
52 Week High
316.63
200 Day Moving Average 288.52
288.52
50-day Moving Average
309.07
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 7.214% |
| Average Annual Volatility | 50.391% |
| Sharpe Ratio | 0.14 |
| Sortino Ratio | 0.18 |
| Maximum Drawdown | -42.0% |
| Maximum Drawdown Date | 2003-03-31 |
| Calmar Ratio | -0.45 |
Company information
Summary
La SICAV a pour objectif dâoptimiser la performance de capitaux investis dans des contrats d'assurance-vie libellés en unités de compte relevant de l'option dite "DSK".
Market
US
Category
Foreign Large Growth
Expense Ratio
1.82%
Fund family
-
Morningstar
5
Yield
0.0143
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 17.41% |
| Financial services | 15.30% |
| Industrials | 14.55% |
| Healthcare | 12.65% |
| Energy | 11.29% |
| Basic materials | 10.04% |
| Consumer defensive | 8.08% |
| Technology | 5.59% |
| Communication services | 3.80% |
| Utilities | 1.29% |
| Realestate | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| TTFNF.PA | Total SA | 7.75% |
| SNYNF.PA | Sanofi SA | 6.93% |
| BNPQF.PA | BNP Paribas | 3.66% |
| AXAHF.PA | AXA SA | 3.02% |
| VCISF.PA | Vinci SA | 2.94% |
| FNCTF.PA | Orange SA | 2.61% |
| SCGLF.PA | Societe Generale SA | 2.53% |
| CODGF.PA | Compagnie de Saint-Gobain SA | 2.52% |
| LVMHF.PA | LVMH Moet Hennessy Louis Vuitton SE | 2.42% |
| EADSF.PA | Airbus Group SE | 2.31% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0000A28O.F | LFR Euro Développement Durable ISR I | FR001064935 | FRA | 5.28% | 5 | ||
| 0P0000JYL7.F | LFR Euro Développement Durable ISR GP | FR001064935 | FRA | 2.74% | 5 | ||
| 0P0000JYL8.F | LFR Euro Développement Durable ISR M | FR001064935 | FRA | 1.34% | 5 | ||
| 0P00019R0W.F | LFR Euro Développement Durable ISR E | FR001064935 | FRA | 5 | |||
| FR0000290926.PA | Aviva Développement | FR0000290926 | YHD | 1.82% | 5 | ||
| FR0007048327.PA | Faim & Développement Equilibre | FR000704832 | YHD | 0.42% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007052154.PA | Faim & Développement Solidarité | FR000705215 | YHD | 0.37% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007083357.PA | Regard Actions Développement Durable | FR000708335 | YHD | 0.10% | 5 | ||
| FR0011844075.PA | FIP IXO Développement N°7 | YHD | 5 | Candriam World Alternative Alphamax I 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.