Groupama Crédit Euro ISR M A/I
Ticker
FR0010702159.PA
ISIN
FR000017183
Price
EUR 148.37
Change Today
-0.04 / -0.027 %
Price 1 year ago
138.68 / 6.987 %
Morningstar
4
52 Week Low
138.66
52 Week High
148.41
200 Day Moving Average 143.48
143.48
50-day Moving Average
146.22
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 13.467% |
| Average Annual Volatility | 7.343% |
| Sharpe Ratio | 1.83 |
| Sortino Ratio | 1.67 |
| Maximum Drawdown | -6.0% |
| Maximum Drawdown Date | 2013-06-24 |
| Calmar Ratio | -2.02 |
Company information
Summary
L’objectif de gestion est d’obtenir une performance supérieure à celle de l’indicateur de référence Barclays Capital Euro Aggregate Credit Corporate Clôture dans le respect du process ISR du fonds.
Market
US
Category
EUR Corporate Bond
Expense Ratio
0.46%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 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 |
|---|---|---|---|---|---|---|---|
| FR0000983850.PA | CNP-Assur-UBSCrédit | FR000098385 | YHD | 0.21% | 5 | ||
| FR0000984270.PA | CNP Assur LBPAMCrédit | FR000707111 | YHD | 0.17% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0000991861.PA | Groupama Crédit IC | FR000099186 | YHD | 0.43% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007071006.PA | ALM Crédit Euro ISR | FR0013459054 | YHD | 5 | |||
| FR0007071113.PA | CNP Assur Indocrédit | FR000707111 | YHD | 0.25% | 5 | ||
| FR0010013789.PA | Groupama Crédit | FR001001378 | YHD | 0.43% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010288340.PA | Groupama Crédit N | FR001028838 | YHD | 1.23% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0010758839.PA | Groupama Crédit M | FR001075877 | YHD | 0.43% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0011152925.PA | Fédéris Crédit ISR | LU016410071 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011451905.PA | Alcis Alpha Obligations Crédit | YHD | 5 | ||||
| FR0011521525.PA | Aviva Investors Euro Crédit 1-3 HD C | FR0011521525 | 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.