BBR Opportunité C

Ticker

0P00002AKG.F

ISIN

FR000099213

Price

EUR 123.98

Change Today

+0.99 / 0.805 %

Price 1 year ago

94.83 / 30.739 %

Morningstar

5

52 Week Low

94.04

52 Week High

123.98

200 Day Moving Average 111.60

111.60

50-day Moving Average

116.84

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 2.11
Sortino Ratio 2.60
Maximum Drawdown -9.84%
Maximum Drawdown Date 2024-08-05
Calmar Ratio -2.80

1 year

Parameter Value
Return 9.95
Volatility 12.81%
Alpha None
Beta None
R Squared None

History

Parameter Value
Average Annual Return 8.971%
Average Annual Volatility 16.136%
Sharpe Ratio 0.56
Sortino Ratio 0.52
Maximum Drawdown -27.0%
Maximum Drawdown Date 2020-03-16
Calmar Ratio -0.32

Company information

Summary

-

Market

DR

Category

EUR Flexible Allocation - Global

Expense Ratio

5.11%

Fund family

-

Morningstar

5

Yield
-
Exchange
FRA
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

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
0P00002AKG.F BBR Opportunité C FR000099213 FRA 5.11% 5
FR0000011355.PA Essor Japon Opportunités FR000001135 YHD 1.65% 4 Candriam World Alternative Alphamax I EUR
FR0000441685.PA Covéa Actions Europe Opportunités FR000044168 YHD 1.20% 4
FR0000447864.PA AXA France Opportunités FR0000447864 YHD 1.75% 4 -4.88 +1.00
FR0000991879.PA AXA France Opportunités D FR0000447864 YHD 1.79% 4 -4.88 +1.00
FR0000992133.PA BBR Opportunité FR0000992133 YHD 5.11% 5
FR0007019997.PA LMdG Opportunités Monde 100 (EUR) FR000701999 YHD 2.84% 4
FR0007020029.PA Aviva Valorisation Opportunités FR0007020029 YHD 1.50% 4
FR0007020045.PA Aviva Conviction Opportunités FR0007020045 YHD 1.50% 4
FR0007073697.PA Opportunité Investissement II FR000707369 YHD 1.24% 4
FR0007455894.PA Ecofi Opportunités 360 FR000745589 YHD 0.79% 5
FR0010567529.PA Covéa Actions Europe Opportunités I FR000044168 YHD 0.40% 4
FR0010627851.PA Groupama Actions Euro Opportunité FR001337932 YHD 1.81% 4 Candriam World Alternative Alphamax C EUR
FR0010897199.PA Promepar Obli Opportunités C FR001089719 YHD 4
FR0010904854.PA Promepar Obli Opportunités FR001090485 YHD 4
FR0011365873.PA Europe Opportunités M LU004706048 YHD 4 Candriam World Alternative Alphamax C EUR
FR0011640903.PA LBPAM Convertibles Opportunités FR001164091 YHD 4
FR0011640911.PA LBPAM Convertibles Opportunités L A/I YHD 4
FR0012129690.PA LBPAM Convertibles Opportunités X A/I YHD 4
FR0012902658.PA Essor USA Opportunités U FR001290265 YHD 4
FR0012951101.PA Etoile Oblig Opportunités FR001295110 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.