AMUNDI CAC 40 UCITS ETF DR D

Ticker

C4DE.SW

ISIN

LU1681047079

Price

CHF 74.81

Change Today

+0.44 / 0.592 %

Price 1 year ago

69.18 / 8.145 %

Morningstar

5

52 Week Low

69.35

52 Week High

82.97

200 Day Moving Average 78.32

78.32

50-day Moving Average

77.36

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 0.94
Sortino Ratio 0.04
Maximum Drawdown -2.69%
Maximum Drawdown Date 2024-01-03
Calmar Ratio -9.15

1 year

Parameter Value
Return 0.93
Volatility 3.073%
Alpha None
Beta None
R Squared None

History

Parameter Value
Average Annual Return 9.491%
Average Annual Volatility 13.461%
Sharpe Ratio 0.70
Sortino Ratio 0.62
Maximum Drawdown -12.0%
Maximum Drawdown Date 2024-08-05
Calmar Ratio -1.12

Company information

Summary

To track the performance of CAC 40 ESG Index (the "Index"), and to minimize the tracking error between the net asset value of the sub-fund and the performance of the Index. The sub-fund is a financial product that promotes among other characteristics ESG characteristics pursuant to Article 8 of the Disclosure Regulation. Information on how the Index is consistent with environmental, social and governance characteristics is contained under "Index Description"

Market

CH

Category

France Equity

Expense Ratio

0.15%

Fund family

-

Morningstar

5

Yield
-
Exchange
EBS
Sector Weight
None

Holdings

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
0P000029OS.F Seeyond Actions CAC 40 MD FR001017734 FRA 5
C40.PA Amundi Index Solutions - Amundi CAC 40 LU1681046931 PAR 0.15% 5 -0.44
C40.SW AMUNDI CAC 40 ETF LU1681046931 EBS 0.15% 5
C4D.PA Amundi Index Solutions - Amundi CAC 40 UCITS ETF-D LU1681047079 PAR 0.15% 5 -0.44
C4DE.SW AMUNDI CAC 40 UCITS ETF DR D LU1681047079 EBS 0.15% 5
CAC.PA Lyxor CAC 40 (DR) UCITS ETF Dist FR0007052782 PAR 0.25% 5 +0.50
CACC.PA Lyxor CAC 40 (DR) UCITS ETF FR0013380607 PAR 0.25% 5 +0.540 --
CACX.L Lyxor CAC 40 (DR) UCITS ETF FR000705278 LSE 0.25% 5 +0.50
FR0000989386.PA ING Direct CAC 40 FR000098938 YHD 2.71% 5
FR0010177345.PA Seeyond Actions CAC 40 M FR001017734 YHD 0.25% 5
FR0010465484.PA Lyxor ETF CAC 40 (DR) I-EUR A/I PSX 5
FR0011046754.PA Lyxor CAC Mid 60 ETF I-EUR A/I PSX 5
FR0011059286.PA CACPAC Multi Flex FR0011059286 YHD 5

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.