FCP PEA Court Terme
Ticker
FR0000982969.PA
ISIN
FR000098296
Price
EUR 96.10
Change Today
-0.00 / -0.003 %
Price 1 year ago
96.49 / -0.404 %
Morningstar
5
52 Week Low
96.10
52 Week High
96.49
200 Day Moving Average 96.41
96.41
50-day Moving Average
96.28
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 5.575% |
| Average Annual Volatility | 1.224% |
| Sharpe Ratio | 4.56 |
| Sortino Ratio | 12.62 |
| Maximum Drawdown | -0.0% |
| Maximum Drawdown Date | 2018-06-25 |
| Calmar Ratio | -16.40 |
Company information
Summary
FCP PEA COURT TERME a pour objectif d’obtenir une performance égale à celle de l’indice EONIA diminué des frais de gestion réels et des coûts de couverture liés à l'éligibilité au PEA, sur une durée de placement recommandée d’un mois. L’EONIA correspond à la moyenne des taux interbancaires au jour le jour. En cas de très faible niveau des taux d'intérêt du marché monétaire, le rendement dégagé par le FCP ne suffirait pas à couvrir les frais de gestion et les coûts liés à l'éligibilité du PEA. Le FCP verrait sa valeur liquidative baisser de manière structurelle.
Market
US
Category
Foreign Large Growth
Expense Ratio
0.31%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 30.64% |
| Healthcare | 24.85% |
| Communication services | 13.26% |
| Consumer cyclical | 8.40% |
| Technology | 5.32% |
| Basic materials | 5.05% |
| Energy | 4.24% |
| Consumer defensive | 3.66% |
| Industrials | 3.33% |
| Utilities | 1.24% |
| Realestate | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| SNYNF.PA | Sanofi SA | 16.28% |
| BNPQF.PA | BNP Paribas | 12.27% |
| DTEGF.DE | Deutsche Telekom AG | 8.97% |
| Tcn | 7.47% | |
| ALIZF.PA | Allianz SE | 5.4% |
| VIVEF.DE | Vivendi SA | 4.68% |
| BFFAF.DE | Basf SE | 4.34% |
| BAYZF.PA | Bayer AG | 4.31% |
| Sw | 4.17% | |
| TTFNF | Total SA | 3.64% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FLXD.L | Franklin LibertyQ European Dividend UCITS ETF | IE00BF2B0L6 | LSE | 0.25% | 5 | ||
| FR0000982969.PA | FCP PEA Court Terme | FR000098296 | YHD | 0.31% | 5 | Candriam World Alternative Alphamax I EUR | |
| FRXD.L | Franklin LibertyQ European Dividend UCITS ETF | IE00BF2B0L6 | LSE | 0.25% | 5 | ||
| IE00B3XCJ514.IR | Barings European High Yield Bond Fund A EUR Accumulating Shares | IE00B3XCJ514 | ISE | 0.37% | 5 | +0.34 | +0.89 |
| IE00B460MY98.IR | Barings European High Yield Bond Fund S EUR Accumulating Shares | IE00B460MY98 | ISE | 0.37% | 5 | +0.34 | +0.89 |
| PSP5.PA | Lyxor PEA S&P 500 UCITS ETF | FR0011871128 | PAR | 0.15% | 5 | 0.00 | |
| PUST.PA | Lyxor PEA Nasdaq-100 UCITS ETF | FR0011871110 | PAR | 0.30% | 5 | -0.87 |
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.