Florissime Dynamisme
Ticker
FR0010176222.PA
ISIN
FR001017622
Price
EUR 155.71
Change Today
-0.23 / -0.147 %
Price 1 year ago
138.04 / 12.801 %
Morningstar
4
52 Week Low
134.45
52 Week High
158.59
200 Day Moving Average 147.84
147.84
50-day Moving Average
156.64
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 12.061% |
| Average Annual Volatility | 17.118% |
| Sharpe Ratio | 0.70 |
| Sortino Ratio | 0.70 |
| Maximum Drawdown | -31.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | -0.33 |
Company information
Summary
Le fonds a pour objectif, en investissant de manière dynamique sur les marchés actions et de taux internationaux de réaliser sur la durée de placement recommandée, une performance supérieure à celle de son indice de référence composé à hauteur de 36% de l’Euro Stoxx, de 21% du Standard & Poors 500, de 3% du Topix, 30% du Euro MTS Global et de 10% de l’EONIA.
Market
US
Category
EUR Aggressive Allocation
Expense Ratio
1.22%
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000292302.PA | Objectif Patrimoine Croissance | FR000029230 | YHD | 1.60% | 5 | ||
| FR0007020946.PA | Patrimoine Croissance | FR000029230 | YHD | 2.92% | 5 | ||
| FR0007028543.PA | Lazard Patrimoine Diversifié | FR000029230 | YHD | 1.55% | 5 | ||
| FR0007060348.PA | Objectif Dynamisme | FR000706034 | YHD | 1.11% | 5 | ||
| FR0007069554.PA | Aviva Investors Conviction | FR0007069554 | YHD | 0.50% | 5 | ||
| FR0010738211.PA | Cogefi Flex Dynamic | FR001073821 | YHD | 7.03% | 5 | ||
| FR0013073780.PA | Croissance Europe 2022 | FR000029230 | 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.