Corbeille Univers Equilibre
Ticker
FR0010147660.PA
ISIN
FR001014766
Price
EUR 151.55
Change Today
-0.22 / -0.145 %
Price 1 year ago
122.63 / 23.583 %
Morningstar
5
52 Week Low
122.20
52 Week High
152.39
200 Day Moving Average 131.76
131.76
50-day Moving Average
140.17
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 18.996% |
| Average Annual Volatility | 19.553% |
| Sharpe Ratio | 0.97 |
| Sortino Ratio | 0.94 |
| Maximum Drawdown | -24.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | -0.63 |
Company information
Summary
Le FIA a pour objectif une surperformance par rapport à l’indice composite figurant ci-après, sur la durée de placement recommandée (5 à 8 ans) : - MSCI World (local), dividendes nets réinvestis, exprimé en devises locales pour 50%, - Tec 5 capitalisé (EUR) pour 50%.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 16.35% |
| Healthcare | 15.18% |
| Financial services | 14.53% |
| Consumer cyclical | 13.04% |
| Technology | 10.50% |
| Energy | 8.05% |
| Basic materials | 7.87% |
| Consumer defensive | 7.85% |
| Utilities | 3.68% |
| Communication services | 2.52% |
| Realestate | 0.44% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0010147660.PA | Corbeille Univers Equilibre | FR001014766 | YHD | 5 | |||
| FR0010147686.PA | Corbeille Univers Performance Europe | FR001014768 | YHD | 5 | |||
| FR0010147694.PA | Corbeille Univers Performance International | FR001014769 | YHD | 5 | |||
| FR0010340950.PA | CNP Assur-Univers | FR001034095 | YHD | 1.46% | 5 | ||
| FR0010345843.PA | CNP Assur-Univers A A/I | FR001034095 | YHD | 0.74% | 5 | ||
| IE00BN897K87.IR | Sanlam Universal Funds Plc - Anchor Global Equity Fund | IE00BN897K87 | YHD | 5 | -13.16 | +0.68 |
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.