R Opal Long/Short Global C EUR
Ticker
FR0010234898.PA
ISIN
FR0010239657
Price
EUR 1,273.35
Change Today
+2.21 / 0.174 %
Price 1 year ago
1,003.26 / 26.921 %
Morningstar
5
52 Week Low
953.13
52 Week High
1,280.16
200 Day Moving Average 1,103.82
1,103.82
50-day Moving Average
1,176.72
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 24.693% |
| Average Annual Volatility | 22.539% |
| Sharpe Ratio | 1.10 |
| Sortino Ratio | 1.11 |
| Maximum Drawdown | -14.000000000000002% |
| Maximum Drawdown Date | 2008-11-28 |
| Calmar Ratio | -1.89 |
Company information
Summary
L’objectif est d’obtenir un gain absolu sur une période de 5 ans avec un objectif de volatilité annuelle moyenne de 5% (8% au maximum), principalement par le biais d’OPC ou de fonds d’investissement mettant en oeuvre des stratégies de gestion alternative. Cet objectif est comparé à l’indice de référence propre à chacune des différentes catégories de parts.
Market
US
Category
Foreign Large Growth
Expense Ratio
-
Fund family
-
Morningstar
5
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
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000974412.PA | R Opal Long/Short Global F EUR | FR0000974412 | YHD | 5 | |||
| FR0007027404.PA | R Opal Absolu | FR000702740 | YHD | 1.55% | 5 | ||
| FR0007028907.PA | R Opal Modéré | FR000702890 | YHD | 1.75% | 5 | ||
| FR0007449988.PA | FGF Opal Actions France | FR001092803 | YHD | 1.59% | 5 | ||
| FR0010234898.PA | R Opal Long/Short Global C EUR | FR0010239657 | YHD | 5 | |||
| FR0010234922.PA | R Opal Multi Strategies R EUR | PSX | 5 | ||||
| FR0010234963.PA | R Opal Multi Strategies C EUR | FR0010922559 | YHD | 5 | |||
| FR0010501072.PA | R Opal Long/Short Global | FR0000974412 | YHD | 5 | |||
| FR0010501148.PA | R Opal Multi Strategies F USD H | PSX | 5 | ||||
| FR0010563064.PA | R Opal Biens Réels | FR001056306 | YHD | 3.01% | 5 | ||
| FR0011498732.PA | R Opal Multi Strategies I EUR | FR0010922559 | YHD | 5 | |||
| FR0011498740.PA | R Opal Multi Strategies | FR0010922559 | YHD | 5 | |||
| FR0011591049.PA | R Opal Long/Short Global K EUR | FR0000974412 | YHD | 5 | |||
| FR0011591056.PA | R Opal Long/Short Global I EUR | LU1317704051 | YHD | 5 | -2.44 | -0.12 |
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.