Ecureuil Profil 90
Ticker
FR0010075796.PA
ISIN
FR001007579
Price
EUR 44.71
Change Today
+0.28 / 0.63 %
Price 1 year ago
40.33 / 10.86 %
Morningstar
5
52 Week Low
34.78
52 Week High
46.20
200 Day Moving Average 40.14
40.14
50-day Moving Average
43.15
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -6.894% |
| Average Annual Volatility | 59.456% |
| Sharpe Ratio | -0.12 |
| Sortino Ratio | -0.28 |
| Maximum Drawdown | -56.99999999999999% |
| Maximum Drawdown Date | 2009-02-26 |
| Calmar Ratio | -0.17 |
Company information
Summary
Ecureuil Profil 90 a pour objectif d'obtenir une performance qui suit l'évolution des actions de la zone euro, avec une diversification sur les marchés mondiaux. La performance a pour objectif d’être supérieure à l’évolution de l’indice composite 80 % MSCI Euro + 10 % MSCI Monde ex Euro + 10 % Euro MTS 3-5.
Market
US
Category
Foreign Large Growth
Expense Ratio
2.12%
Fund family
-
Morningstar
5
Yield
0.0067000003
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.31% |
| Consumer cyclical | 16.45% |
| Industrials | 12.00% |
| Consumer defensive | 9.89% |
| Healthcare | 9.72% |
| Basic materials | 7.72% |
| Technology | 7.48% |
| Communication services | 5.96% |
| Energy | 5.39% |
| Utilities | 4.93% |
| Realestate | 1.15% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Natixis Actions Euro ID | 18.44% | |
| Mirova Euro Sustainable Equity Fund I/D | 13.64% | |
| Seeyond Actions CAC 40 M | 8.29% | |
| Natixis Euro Value Equity I/D EUR | 5.35% | |
| Natixis Actions Europe Secteurs I | 2.22% | |
| Natixis Global Risk Parity I/D EUR | 2.11% | |
| TTFNF.PA | Total SA | 1.79% |
| SNYNF.PA | Sanofi SA | 1.78% |
| Seeyond Equity Factor Invst US ID USD | 1.76% | |
| Loomis Sayles US Research Fd I/D USD | 1.56% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000288037.PA | LBPAM Profil 50 D A/I | FR000028804 | YHD | 1.25% | 5 | ||
| FR0000288045.PA | LBPAM Profil 50 | FR000028803 | YHD | 1.25% | 5 | ||
| FR0000288052.PA | LBPAM Profil 15 | FR000028805 | YHD | 1.08% | 5 | ||
| FR0000288060.PA | LBPAM Profil 15 C | FR000028806 | YHD | 1.08% | 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 | |
| FR0007018346.PA | La Française Profil Performance | FR000701834 | YHD | 3.37% | 5 | ||
| FR0010075796.PA | Ecureuil Profil 90 | FR001007579 | YHD | 2.12% | 5 | ||
| FR0010326264.PA | Natixis Profil Sérénité | FR001340976 | YHD | 1.31% | 5 | ||
| FR0010326272.PA | Natixis Profil Equilibre | YHD | 1.62% | 5 | -2.18 | -- | |
| FR0010326280.PA | Natixis Profil Dynamique | FR001032628 | YHD | 1.94% | 5 | ||
| FR0010920975.PA | La Française Profil Performance I | FR000701834 | YHD | 2.54% | 5 | ||
| FR0012716835.PA | FDE Profil 0-100 | FR001271683 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0012902435.PA | LBPAM Multi Asset Profil 3 R A/I | FR000098575 | 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.