Etoile Obli 3-7 Ans
Ticker
FR0013030079.PA
ISIN
FR001303007
Price
EUR 4,826.35
Change Today
-1.80 / -0.037 %
Price 1 year ago
4,807.49 / 0.392 %
Morningstar
5
52 Week Low
4,776.47
52 Week High
4,918.76
200 Day Moving Average 4,853.37
4,853.37
50-day Moving Average
4,885.79
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 45.022% |
| Average Annual Volatility | 11.078% |
| Sharpe Ratio | 4.06 |
| Sortino Ratio | 7.10 |
| Maximum Drawdown | -4.0% |
| Maximum Drawdown Date | 2015-06-30 |
| Calmar Ratio | -9.73 |
Company information
Summary
L’objectif de gestion est de rechercher une performance supérieure à celle de l’indicateur de référence après déduction des frais courants.
Market
US
Category
EUR Diversified Bond
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Industrials | 41.97% |
| Consumer cyclical | 39.05% |
| Energy | 18.98% |
| Realestate | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Healthcare | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000983637.PA | Amundi Multimanagers Oblig | FR0011190875 | YHD | 1.53% | 5 | ||
| FR0007068978.PA | Antarius Fonds Obligataire | FR0007068978 | YHD | 0.86% | 5 | ||
| FR0010185637.PA | Amundi Resa Oblig Diversifié | FR0010185637 | YHD | 0.60% | 5 | ||
| FR0010187534.PA | AXA Oblig Inflation | FR0010187534 | YHD | 0.78% | 5 | ||
| FR0010249680.PA | CD Obligations Court Terme | FR0013336385 | YHD | 1.18% | 5 | ||
| FR0010691311.PA | Airbus Group Euroblig | FR0010691311 | YHD | 0.63% | 5 | ||
| FR0011291160.PA | A Plus Obligations | FR0013237484 | YHD | 5 | |||
| FR0013030079.PA | Etoile Obli 3-7 Ans | FR001303007 | YHD | 5 | Candriam World Alternative Alphamax C EUR |
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.