A Plus Obligations
Ticker
FR0011291160.PA
ISIN
FR0013237484
Price
EUR 113.54
Change Today
-0.22 / -0.193 %
Price 1 year ago
107.22 / 5.894 %
Morningstar
5
52 Week Low
103.34
52 Week High
114.94
200 Day Moving Average 111.38
111.38
50-day Moving Average
113.73
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 4.575% |
| Average Annual Volatility | 4.296% |
| Sharpe Ratio | 1.06 |
| Sortino Ratio | 0.59 |
| Maximum Drawdown | -8.0% |
| Maximum Drawdown Date | 2016-02-11 |
| Calmar Ratio | -0.39 |
Company information
Summary
L’objectif du fonds est de réaliser une performance annualisée supérieure à celle de l’indice de référence, l’Euro MTS Global, sur la durée de placement recommandée qui est de 3 ans.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
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
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0011291160.PA | A Plus Obligations | FR0013237484 | YHD | 5 | |||
| IE00B067MR52.IR | First State Asian Eq Plus I Acc | IE00B067MR52 | YHD | 4 | -5.31 | +0.79 | |
| IE00B24F3V65.IR | Aviva Investors Sterling Liquidity Plus Fund 3 GBP Acc | IE00B24F3V65 | ISE | 5 | |||
| IE00B430YJ17.IR | Coronation Global Capital Plus Fund F | IE00B430YJ17 | ISE | 4 | +1.45 | +0.69 | |
| JCPB | JPMorgan Core Plus Bond ETF | US46641Q670 | BTS | 0.40% | 4 | +0.61 | -- |
| WIPIX | Allspring Core Plus Bond Fund Class Institutional | US94984B6948 | NAS | 0.42% | 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.