Lupus alpha Dividend Champions C
Ticker
0P0000XPVJ.F
ISIN
DE000A1XDX7
Price
EUR 278.98
Change Today
-0.75 / -0.268 %
Price 1 year ago
272.23 / 2.48 %
Morningstar
2
52 Week Low
271.54
52 Week High
279.98
200 Day Moving Average 275.31
275.31
50-day Moving Average
275.31
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 1.40 |
| Sortino Ratio | 1.49 |
| Maximum Drawdown | -16.94% |
| Maximum Drawdown Date | 2025-04-09 |
| Calmar Ratio | -1.40 |
1 year
| Parameter | Value |
|---|---|
| Return | 8.05 |
| Volatility | 16.443% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 1.855% |
| Average Annual Volatility | 3.738% |
| Sharpe Ratio | 0.50 |
| Sortino Ratio | -0.11 |
| Maximum Drawdown | -2.0% |
| Maximum Drawdown Date | 2026-02-13 |
| Calmar Ratio | -18.79 |
Company information
Summary
-
Market
DR
Category
Europe Equity Income
Expense Ratio
1.13%
Fund family
-
Morningstar
2
Yield
0.0254
Exchange
FRA
| Sector | Weight |
|---|---|
| Consumer cyclical | 21.78% |
| Industrials | 21.35% |
| Technology | 17.18% |
| Healthcare | 12.68% |
| Communication services | 5.60% |
| Energy | 5.03% |
| Consumer defensive | 4.98% |
| Basic materials | 4.50% |
| Financial services | 3.54% |
| Realestate | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| DIE | SA D'Ieteren NV | 4.9% |
| JD..L | JD Sports Fashion PLC | 4.89% |
| GFTU.L | Grafton Group PLC Shs | 4.73% |
| SOW.DE | Software AG | 4.6% |
| VCT.PA | Vicat SA | 4.41% |
| EUZ.DE | Eckert & Ziegler Strahlen- und Medizintechnik AG | 4.35% |
| EMIS.L | EMIS Group PLC | 4.34% |
| GL9 | Glanbia PLC | 4.24% |
| GXI.DE | Gerresheimer AG | 4.06% |
| CWC.DE | CEWE Stiftung & Co KGaA | 4.0% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| AGOX | Adaptive Alpha Opportunities ETF | US85521B742 | PCX | 1.69% | 5 | +1.81 | |
| FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund | IECBI004362 | NGM | 0.80% | 4 | +9.56 | |
| FLN | First Trust Latin America AlphaDEX Fund | US33737J125 | NGM | 0.80% | 4 | +17.84 | |
| FXG | First Trust Consumer Staples AlphaDEX Fund | US33734X119 | PCX | 0.64% | 4 | +8.53 | |
| FXL | First Trust Technology AlphaDEX Fund | US33734X176 | PCX | 0.61% | 4 | -2.78 | |
| FXO | First Trust Financials AlphaDEX Fund | US33734X135 | PCX | 0.61% | 4 | +11.68 | |
| FXZ | First Trust Materials AlphaDEX Fund | US33734X168 | PCX | 0.64% | 4 | +37.87 | |
| GDMA | Alpha Architect Gadsden Dynamic Multi-Asset ETF | US02072L870 | PCX | 0.87% | 4 | -9.75 | -- |
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.