Moneta Micro Entreprises D
Ticker
0P00000HGW.F
ISIN
FR000099499
Price
EUR 1,449.31
Change Today
-0.69 / -0.048 %
Price 1 year ago
959.37 / 51.068 %
Morningstar
5
52 Week Low
959.37
52 Week High
1,581.25
200 Day Moving Average 1,416.71
1,416.71
50-day Moving Average
1,489.86
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.44 |
| Sortino Ratio | 0.14 |
| Maximum Drawdown | -8.34% |
| Maximum Drawdown Date | 2024-11-22 |
| Calmar Ratio | -3.28 |
1 year
| Parameter | Value |
|---|---|
| Return | 1.65 |
| Volatility | 13.146% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 25.104% |
| Average Annual Volatility | 37.784% |
| Sharpe Ratio | 0.66 |
| Sortino Ratio | 0.67 |
| Maximum Drawdown | -36.0% |
| Maximum Drawdown Date | 2020-03-20 |
| Calmar Ratio | -0.46 |
Company information
Summary
-
Market
DR
Category
France Small/Mid-Cap Equity
Expense Ratio
1.80%
Fund family
-
Morningstar
5
Yield
0.0229
Exchange
FRA
| Sector | Weight |
|---|---|
| Industrials | 15.85% |
| Technology | 10.07% |
| Consumer cyclical | 9.30% |
| Financial services | 7.50% |
| Energy | 7.19% |
| Utilities | 6.93% |
| Communication services | 6.83% |
| Healthcare | 1.15% |
| Realestate | 1.00% |
| Consumer defensive | 0.06% |
| Basic materials | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| STLA | Stellantis NV | 3.99% |
| PEUG.PA | Peugeot Invest | 3.69% |
| ACCEL | Accell Group NV | 3.22% |
| BOL.PA | Bollore SA | 3.17% |
| BST.MI | Banca Sistema SpA | 2.84% |
| VIE.PA | Veolia Environnement SA | 2.77% |
| CWR.L | Ceres Power Holdings PLC | 2.75% |
| ALO.PA | Alstom SA | 2.64% |
| KTA.DE | Knaus Tabbert AG Ordinary Shares | 2.54% |
| SII.PA | Societe Pour L'Informatique Industrielle | 2.52% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00000HGW.F | Moneta Micro Entreprises D | FR000099499 | FRA | 1.80% | 5 | ||
| DWMC | AdvisorShares Dorsey Wright Micro-Cap ETF | US231561101 | NGM | 1.27% | 4 | +7.64 | -- |
| FR0000447310.PA | CM-CIC Micro Cap | FR000044731 | YHD | 1.90% | 5 | ||
| FR0007045232.PA | Amundi Europe Microcaps I2 A/I | FR0007045232 | YHD | 0.21% | 5 | ||
| FR0010544791.PA | Raymond James Microcaps | US754730109 | YHD | 2.61% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0011223569.PA | Amundi Europe Microcaps I A/I | LU0389811885 | YHD | 4 | -0.29 | +0.99 | |
| FR0011223577.PA | Amundi Europe Microcaps | LU0389811885 | YHD | 4 | -0.29 | +0.99 |
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.