Darwin Diversifié 0-20
Ticker
FR0010551689.PA
ISIN
FR001055168
Price
EUR 107.98
Change Today
-0.03 / -0.028 %
Price 1 year ago
109.68 / -1.55 %
Morningstar
5
52 Week Low
107.50
52 Week High
108.74
200 Day Moving Average 108.02
108.02
50-day Moving Average
108.02
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -0.749% |
| Average Annual Volatility | 0.733% |
| Sharpe Ratio | -1.02 |
| Sortino Ratio | -0.72 |
| Maximum Drawdown | -1.0% |
| Maximum Drawdown Date | 2016-01-20 |
| Calmar Ratio | 23.20 |
Company information
Summary
L’objectif de gestion du fonds est, sur la durée de placement recommandée, la recherche de la meilleure performance par le biais d’une exposition totale ou partielle aux marchés monétaires et obligataires de la zone euro et pour le complément aux marchés d’actions françaises et de la zone euro. Le degré d’exposition aux marchés actions évolue par paliers en fonction de la valeur du CAC 40 et de l'Euro Stoxx 50 (cf. la stratégie d’investissement).
Market
US
Category
Foreign Large Growth
Expense Ratio
1.52%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.21% |
| Industrials | 15.75% |
| Consumer cyclical | 13.38% |
| Consumer defensive | 11.32% |
| Healthcare | 10.22% |
| Energy | 6.99% |
| Basic materials | 6.87% |
| Technology | 6.69% |
| Communication services | 5.20% |
| Utilities | 4.48% |
| Realestate | 1.88% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000286296.PA | LBPAM Actions Diversifié | FR000028629 | YHD | 1.31% | 5 | ||
| FR0000989279.PA | LBPAM Diversifié Focus Actions | FR000098927 | YHD | 1.70% | 5 | ||
| FR0000989287.PA | LBPAM Diversifié Focus Oblig | FR000098928 | YHD | 1.23% | 5 | ||
| FR0000989295.PA | LBPAM Diversifié Equilibre | FR000098929 | YHD | 1.40% | 5 | ||
| FR0007022124.PA | UFF Cap Diversifié | FR000702212 | YHD | 3.36% | 5 | ||
| FR0007028543.PA | Lazard Patrimoine Diversifié | FR000029230 | YHD | 1.55% | 5 | ||
| FR0007084645.PA | S. Active Diversifié ISR | FR000708464 | YHD | 0.24% | 5 | ||
| FR0010185637.PA | Amundi Resa Oblig Diversifié | FR0010185637 | YHD | 0.60% | 5 | ||
| FR0010286740.PA | SG Diversifié France 85 | FR001028674 | YHD | 2.33% | 5 | ||
| FR0010551424.PA | Darwin Diversifié 60-80 | FR001055142 | YHD | 2.31% | 5 | ||
| FR0010551457.PA | Darwin Diversifié 80-100 | FR001055145 | YHD | 2.97% | 5 | ||
| FR0010551689.PA | Darwin Diversifié 0-20 | FR001055168 | YHD | 1.52% | 5 | ||
| FR0010551697.PA | Darwin Diversifié 20-40 | FR001055169 | YHD | 1.60% | 5 | ||
| FR0010551705.PA | Darwin Diversifié 40-60 | FR001055170 | YHD | 2.21% | 5 | ||
| FR0010737510.PA | Gvie Diversifié 1 | FR001073751 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0010959643.PA | LBPAM Actions Diversifié A A/I | FR000007776 | YHD | 1.38% | 5 | ||
| FR0011062132.PA | UFF Cap Diversifié I | FR000702212 | YHD | 5 | |||
| FR0011573021.PA | Regard Obligations Diversifiées | FR001157302 | YHD | 5 | |||
| FR0012620342.PA | Objectif Epargne Diversifié I | FR000702854 | 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.