The Walt Disney Company
Ticker
DIS.LM
ISIN
US254687106
Price
105.75
Change Today
-
Price 1 year ago
112.00 / -5.58 %
Morningstar
-
52 Week Low
102.64
52 Week High
112.00
200 Day Moving Average 106.39
106.39
50-day Moving Average
106.39
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.06 |
| Sortino Ratio | -0.03 |
| Maximum Drawdown | -27.03% |
1 year
| Parameter | Value |
|---|---|
| Maximum Drawdown Date | 2025-04-07 |
| Calmar Ratio | -0.05 |
| Return | -0.72 |
| Volatility | 27.252% |
History
| Parameter | Value |
|---|---|
| Average Annual Return | -5.4% |
| Average Annual Volatility | 11.734% |
| Sharpe Ratio | -0.46 |
| Sortino Ratio | -0.21 |
| Maximum Drawdown | -8.0% |
| Maximum Drawdown Date | 2026-02-12 |
| Calmar Ratio | 8.21 |
Company information
Summary
-
Market
US
Category
-
Expense Ratio
-
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FNDE | Schwab Fundamental Emerging Markets Large Company Index ETF | US808524730 | PCX | 0.39% | 4 | -7.31 | |
| FNDF | Schwab Fundamental International Large Company Index ETF | US808524755 | PCX | 0.25% | 4 | +5.93 | |
| FNDX | Schwab Fundamental U.S. Large Company Index ETF | US808524771 | PCX | 0.25% | 5 | +8.30 | |
| IE0002361404.IR | Russell Investment Company II plc - Russell Investments Pan European Equity | IE0002361404 | YHD | 1.78% | 4 | -3.18 | +1.00 |
| IE0003507161.IR | Russell Investment Company plc - Russell Investments Global Bond Fund A | IE0003507161 | ISE | 4 | |||
| IE0031279510.IR | Russell Investment Company plc - Russell Investments Global Bond Fund I Income | IE0031279510 | ISE | 4 | |||
| IE00B05KX727.IR | Russell Investment Company V plc - Russell Investments Multi-Asset 70 Fund | IE00B05KX727 | YHD | 4 | -1.34 | +0.86 | |
| IE00B11XZD29.IR | Russell Investment Company II plc - Russell Investments World Equity Fund | IE00B11XZD29 | YHD | 2.41% | 4 | ||
| IE00B138F130.IR | Russell Investment Company plc - Acadian European Equity UCITS | IE00B138F130 | YHD | 4 | -7.73 | +1.07 | |
| IE00B1FZR386.IR | Russell Investment Company V plc - Russell Investments Multi-Asset Defensiv | IE00B1FZR386 | YHD | 4 | -1.92 | +0.51 | |
| IE00B1G4PZ27.IR | Russell Investment Company V plc - Russell Investments Multi-Asset 90 Fund | IE00B1G4PZ27 | YHD | 4 | +0.06 | +1.07 | |
| IE00B68NBZ41.IR | Dimensional US Sm Company $ Inc | IE00B68NBZ41 | YHD | 0.63% | 4 | ||
| IE00B6TGKF51.IR | Russell Investment Company plc - Russell Investments Global High Yield Fund | IE00B6TGKF51 | YHD | 4 | |||
| IE00B91VLJ08.IR | Russell Investment Company plc - Old Mutual Multi-Style Global Equity Fund | IE00B91VLJ08 | YHD | 4 | -2.10 | +0.96 | |
| IE00B95PDV48.IR | Russell Investment Company II plc - Russell Investments Global Defensive Eq | IE00B95PDV48 | YHD | 4 | |||
| IE00BD7V7Y90.IR | Russell Investment Company plc - Acadian Sustainable Global Equity UCITS | IE00BD7V7Y90 | YHD | 5 | +3.34 | +1.04 | |
| IE00BDW02358.IR | Russell Investment Company plc - Russell Investments Global Bond Fund | IE00BDW02358 | YHD | 4 | |||
| IUSS | Invesco RAFI Strategic US Small Company ETF | WC1JZV2JQ4Z | NGM | 0.23% | 5 | +12.60 | -- |
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.