Ecofi Taux Variable
Ticker
FR0011045137.PA
ISIN
FR001104513
Price
EUR 10,435.80
Change Today
-
Price 1 year ago
10,441.80 / -0.057 %
Morningstar
4
52 Week Low
10,427.40
52 Week High
10,544.20
200 Day Moving Average 10,482.65
10,482.65
50-day Moving Average
10,503.68
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 1.802% |
| Average Annual Volatility | 1.376% |
| Sharpe Ratio | 1.31 |
| Sortino Ratio | -0.62 |
| Maximum Drawdown | -1.0% |
| Maximum Drawdown Date | 2018-06-12 |
| Calmar Ratio | -1.81 |
Company information
Summary
Pour la part I : Le FCP a pour objectif d’obtenir, sur une durée de placement de un an, une performance financière nette de frais supérieure à l’Euribor 3 mois augmenté de 0,30% à travers des investissements en produits de taux libellés en euro. Pour la part P : Le FCP a pour objectif d’obtenir, sur une durée de placement de un an, une performance financière nette de frais supérieure à l’Euribor 3 mois à travers des investissements en produits de taux libellés en euro.
Market
US
Category
EUR Diversified Bond
Expense Ratio
-
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
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0010057521.PA | Bati Taux | FR0007070214 | YHD | 5 | |||
| FR0010859785.PA | Federal Obligation Variable ISR I | FR001275052 | YHD | 0.30% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0011048511.PA | Ecofi Taux Variable P | FR001104851 | PAR | 5 | |||
| FR0012336758.PA | La Française Index Variable S | FR001299035 | YHD | 5 | |||
| FR0012750529.PA | Federal Obligation Variable ISR | FR001275052 | PAR | 5 | |||
| VRIG | Invesco Variable Rate Investment Grade ETF | IE00BG21M73 | NGM | 0.30% | 5 | +0.45 |
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.