Schelcher Prince Haut Rendement
Ticker
FR0007496989.PA
ISIN
FR000749698
Price
EUR 4,107.00
Change Today
-0.17 / -0.004 %
Price 1 year ago
3,379.55 / 21.525 %
Morningstar
5
52 Week Low
3,373.19
52 Week High
4,158.89
200 Day Moving Average 3,830.31
3,830.31
50-day Moving Average
4,078.31
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 3.89% |
| Average Annual Volatility | 44.633% |
| Sharpe Ratio | 0.09 |
| Sortino Ratio | 0.07 |
| Maximum Drawdown | -27.0% |
| Maximum Drawdown Date | 2008-12-31 |
| Calmar Ratio | -0.76 |
Company information
Summary
L‘OPCVM a pour objectif de surperformer, sur la durée de placement recommandée, l’indice Markit iBoxx EUR Liquid High Yield Index.
Market
US
Category
EUR High Yield Bond
Expense Ratio
3.40%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 100.00% |
| 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% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000296642.PA | Gan Rendement | FR000029664 | YHD | 0.79% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007015169.PA | Schelcher Prince Court Terme C | FR000701516 | YHD | 0.31% | 5 | ||
| FR0007074208.PA | CamGestion Actions Rendement | FR0010709303 | YHD | 2.73% | 5 | ||
| FR0007496989.PA | Schelcher Prince Haut Rendement | FR000749698 | YHD | 3.40% | 5 | ||
| FR0010107706.PA | Karakoram Euro Rendement Réel | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010114819.PA | Euro Rendement Réel D | FR0010114819 | YHD | 2.32% | 5 | ||
| FR0010399790.PA | Covéa Multi Haut Rendement | FR001039979 | YHD | 0.83% | 5 | ||
| FR0010527226.PA | Schelcher Prince Court Terme | FR001119833 | YHD | 0.32% | 5 | ||
| FR0010705491.PA | Schelcher Prince Oblig Moyen Terme C | FR001070549 | YHD | 0.29% | 5 | ||
| FR0010707513.PA | Schelcher Prince Oblig Moyen Terme P | FR001070751 | YHD | 0.79% | 5 | ||
| FR0010707539.PA | Schelcher Prince Oblig Moyen Terme D A/I | FR001070549 | YHD | 0.29% | 5 | ||
| FR0010771055.PA | Schelcher Prince Convertibles P | FR001116741 | YHD | 3.85% | 5 | ||
| FR0010902726.PA | 29 Haussmann Euro Rendement | FR0010902726 | YHD | 0.49% | 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 | |||
| FR0011158195.PA | Schelcher Prince Convertibles Mid Cap Euro | FR001115819 | YHD | 5 | |||
| FR0011167410.PA | Schelcher Prince Convert Mid Cap Euro P | FR001116741 | YHD | 5 | |||
| FR0011198332.PA | Schelcher Prince Court Terme P A/I | FR001119833 | YHD | 5 | |||
| FR0011429505.PA | FIP Nextstage Rendement | YHD | 5 | Candriam World Alternative Alphamax I EUR | |||
| FR0011524388.PA | Hugo Rendement | FR001152438 | 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.