Amundi Aktien Rohstoffe A
Ticker
0P00000DBW.F
ISIN
DE000977988
Price
EUR 172.30
Change Today
+0.76 / 0.443 %
Price 1 year ago
150.31 / 14.63 %
Morningstar
3
52 Week Low
151.91
52 Week High
175.19
200 Day Moving Average 166.27
166.27
50-day Moving Average
168.74
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.93 |
| Sortino Ratio | 1.01 |
| Maximum Drawdown | -9.04% |
| Maximum Drawdown Date | 2024-09-11 |
| Calmar Ratio | -1.45 |
1 year
| Parameter | Value |
|---|---|
| Return | 4.26 |
| Volatility | 14.1% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.147% |
| Average Annual Volatility | 25.945% |
| Sharpe Ratio | 0.47 |
| Sortino Ratio | 0.47 |
| Maximum Drawdown | -55.00000000000001% |
| Maximum Drawdown Date | 2020-03-24 |
| Calmar Ratio | -0.23 |
Company information
Summary
N/A
Market
DR
Category
Sector Equity Natural Resources
Expense Ratio
0.64%
Fund family
-
Morningstar
3
Yield
-
Exchange
FRA
| Sector | Weight |
|---|---|
| Energy | 38.93% |
| Basic materials | 31.80% |
| Consumer defensive | 20.77% |
| Realestate | 3.99% |
| Consumer cyclical | 3.88% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Healthcare | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AA | Alcoa Corp | 4.32% |
| FNV.TO | Franco-Nevada Corp | 4.32% |
| HES | Hess Corp | 4.22% |
| FCX | Freeport-McMoRan Inc | 4.21% |
| ADM | Archer-Daniels Midland Co | 4.02% |
| X | United States Steel Corp | 3.96% |
| EOG | EOG Resources Inc | 3.93% |
| ABX.TO | Barrick Gold Corp | 3.88% |
| BHP.AX | BHP Group Ltd ADR | 3.86% |
| NEM | Newmont Corp | 3.86% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00001FH2.F | UniFavorit: Aktien | DE000847707 | FRA | 1.45% | 4 | -- | -- |
| 0P0000F86Y.F | UniFavorit: Aktien -net- | DE000847707 | FRA | 1.80% | 4 | ||
| 0P0000IWCX.F | UniFavorit: Aktien I | DE000847707 | FRA | 0.95% | 4 | ||
| 0P0000YE8M.F | sentix Fonds Aktien Deutschland | DE000A1J9BC | FRA | 1.28% | 5 | ||
| IE00B4L2YF59.IR | KBI Instl GESS D EUR Acc | IE00B4L2YF59 | YHD | 0.94% | 5 | -13.73 | +0.78 |
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.