Faim & Développement Equilibre
Ticker
FR0007048327.PA
ISIN
FR000704832
Price
EUR 164.83
Change Today
-1.26 / -0.759 %
Price 1 year ago
150.86 / 9.26 %
Morningstar
5
52 Week Low
131.72
52 Week High
169.17
200 Day Moving Average 155.68
155.68
50-day Moving Average
162.21
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 10.694% |
| Average Annual Volatility | 21.725% |
| Sharpe Ratio | 0.49 |
| Sortino Ratio | 0.45 |
| Maximum Drawdown | -14.000000000000002% |
| Maximum Drawdown Date | 2002-09-26 |
| Calmar Ratio | -0.61 |
Company information
Summary
Ce compartiment est géré dans l’optique d’optimiser, à travers une sélection d’OPC et sur un horizon de placement à moyen terme (3 ans), le rendement d’un portefeuille largement diversifié en actions et instruments de taux.
Market
US
Category
Foreign Large Growth
Expense Ratio
0.42%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.28% |
| Basic materials | 13.14% |
| Consumer defensive | 13.08% |
| Industrials | 11.09% |
| Consumer cyclical | 11.04% |
| Utilities | 8.00% |
| Technology | 7.11% |
| Healthcare | 6.52% |
| Communication services | 6.31% |
| Energy | 2.33% |
| Realestate | 2.10% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0007048327.PA | Faim & Développement Equilibre | FR000704832 | YHD | 0.42% | 5 | Candriam World Alternative Alphamax I EUR | |
| IE00B51Q8R41.IR | Dodge & Cox Worldwide Global Bd EUR Acc | IE00B51Q8R41 | YHD | 0.60% | 5 | +2.34 | +0.78 |
| IE00B5568D66.IR | Dodge & Cox Worldwide Global Bd USD Acc | IE00B5568D66 | YHD | 0.60% | 5 | +2.11 | +0.77 |
| IE00B556C015.IR | Dodge & Cox Worldwide Global Bond Fund GBP Inc | IE00B556C015 | ISE | 0.50% | 5 | -3.48 | +0.40 |
| IE00BLG2YF94.IR | Dodge & Cox Worldwide Global Bd EUR Inc | IE00BLG2YF94 | YHD | 0.60% | 5 | +2.34 | +0.78 |
| IE00BLG2YG02.IR | Dodge & Cox Worldwide Global Bond Fund | IE00BLG2YG02 | YHD | 0.60% | 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.