Ecureuil Harmonie RD
Ticker
FR0000982977.PA
ISIN
FR000098297
Price
EUR 46.94
Change Today
-0.23 / -0.488 %
Price 1 year ago
40.45 / 16.044 %
Morningstar
5
52 Week Low
38.48
52 Week High
47.46
200 Day Moving Average 43.15
43.15
50-day Moving Average
46.15
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -10.536% |
| Average Annual Volatility | 46.283% |
| Sharpe Ratio | -0.23 |
| Sortino Ratio | -0.76 |
| Maximum Drawdown | -33.0% |
| Maximum Drawdown Date | 2002-09-30 |
| Calmar Ratio | -0.29 |
Company information
Summary
Ecureuil Harmonie a pour objectif d'obtenir une performance qui suit l’évolution des marchés actions français et des marchés obligataires de la zone euro. La performance a pour objectif d’être supérieure à l’évolution de l’indice composite 50 % CAC 40 + 50 % Euro MTS 3-5.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.20%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 19.45% |
| Industrials | 16.55% |
| Financial services | 11.29% |
| Healthcare | 11.13% |
| Technology | 10.54% |
| Energy | 8.98% |
| Consumer defensive | 8.71% |
| Basic materials | 6.93% |
| Utilities | 2.51% |
| Communication services | 2.32% |
| Realestate | 1.57% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000982977.PA | Ecureuil Harmonie RD | FR000098297 | YHD | 1.20% | 5 | ||
| FR0007017595.PA | Avip Top Harmonie | FR0007017595 | YHD | 1.98% | 4 | ||
| FR0010186700.PA | Amundi Harmonie C | PSX | 5 | ||||
| FR0011220169.PA | Ecureuil Harmonie | FR000098297 | YHD | 5 | |||
| FR0012688323.PA | Ekité Harmonie BC | FR001268832 | YHD | 5 | Candriam World Alternative Alphamax I 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.