Erasmus Patrimoine I
Ticker
FR0013053238.PA
ISIN
FR001305323
Price
EUR 1,055.64
Change Today
-2.62 / -0.248 %
Price 1 year ago
989.55 / 6.679 %
Morningstar
4
52 Week Low
959.60
52 Week High
1,063.19
200 Day Moving Average 1,010.29
1,010.29
50-day Moving Average
1,055.72
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 7.63% |
| Average Annual Volatility | 5.897% |
| Sharpe Ratio | 1.29 |
| Sortino Ratio | 1.71 |
| Maximum Drawdown | -3.0% |
| Maximum Drawdown Date | 2016-06-28 |
| Calmar Ratio | -2.07 |
Company information
Summary
L’objectif d’ERASMUS PATRIMOINE est d’obtenir, au terme de la durée de placement recommandée supérieure à 3 ans, une performance nette de frais supérieure de 2% à celle de l'Eonia capitalisé pour la part R et une performance nette de frais supérieure de 3.20% à celle de l'Eonia capitalisé pour la part I, associé à une volatilité cible de 3%.
Market
US
Category
EUR Cautious Allocation
Expense Ratio
-
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
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000939902.PA | Candriam Patrimoine Obli-Inter | FR0011445436 | YHD | 0.76% | 4 | ||
| FR0007032719.PA | Aviva Valorisation Patrimoine | FR0007032719 | YHD | 1.80% | 4 | ||
| FR0007032735.PA | Aviva Conviction Patrimoine | FR0007032735 | YHD | 2.00% | 4 | ||
| FR0010772129.PA | Athymis Patrimoine P | FR0010772129 | YHD | 2.48% | 4 | ||
| FR0011092469.PA | Athymis Patrimoine | FR0011092469 | YHD | 4 | |||
| FR0011859149.PA | Eleaur Patrimoine Flex R A/I | FR001185914 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0013053238.PA | Erasmus Patrimoine I | FR001305323 | YHD | 4 | Candriam World Alternative Alphamax I 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.