Antarius Fonds Obligataire
Ticker
FR0007068978.PA
ISIN
FR0007068978
Price
EUR 92.21
Change Today
-0.07 / -0.076 %
Price 1 year ago
91.96 / 0.272 %
Morningstar
5
52 Week Low
91.58
52 Week High
95.28
200 Day Moving Average 93.33
93.33
50-day Moving Average
93.24
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 15.417% |
| Average Annual Volatility | 6.02% |
| Sharpe Ratio | 2.56 |
| Sortino Ratio | 3.38 |
| Maximum Drawdown | -4.0% |
| Maximum Drawdown Date | 2013-06-25 |
| Calmar Ratio | -3.25 |
Company information
Summary
L’objectif de gestion est de rechercher une performance supérieure à celle de l’indice de référence Barclays Euro Aggregate après déduction des frais courants sur la durée de placement recommandée de 5 ans, en investissant dans des produits de taux d’émetteurs des seuls pays membres de l’OCDE.
Market
US
Category
Europe Bond
Expense Ratio
0.86%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 52.62% |
| Industrials | 47.38% |
| Realestate | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000EQM.F | GreenEffects NAI-Wertefonds Acc | IE000589565 | FRA | 5 | |||
| 0P0000YE8M.F | sentix Fonds Aktien Deutschland | DE000A1J9BC | FRA | 1.28% | 5 | ||
| 0P00015XCK.F | AvH Emerging Markets Fonds UI A | DE000A1145F | FRA | 1.85% | 5 | ||
| 0P000197SR.F | AvH Emerging Markets Fonds UI Azemos | DE000A1145F | FRA | 0.85% | 5 | ||
| FR0000437881.PA | Fructifonds Profil 3 | FR000043788 | YHD | 2.06% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000437899.PA | Fructifonds Profil 6 | FR000043789 | PAR | 2.52% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0000437907.PA | Fructifonds Profil 9 | FR000043790 | YHD | 3.24% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007012943.PA | Ufinvest Multifonds | FR000701294 | YHD | 4.38% | 5 | ||
| FR0007068978.PA | Antarius Fonds Obligataire | FR0007068978 | YHD | 0.86% | 5 | ||
| FR0007371489.PA | Brongniart Varifonds C | PSX | 5 | ||||
| FR0007497359.PA | Brongniart Varifonds D | PSX | 5 | ||||
| IE0005895655.IR | GreenEffects NAI-Wertefonds Acc | IE0005895655 | ISE | 5 | -8.94 | +1.13 | |
| IE00B7Y5HH51.IR | BlackRock Mix Fonds 3 | IE00B7Y5HH51 | YHD | 0.26% | 5 | +2.76 | +1.03 |
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.