CNP Moyen Terme
Ticker
FR0011047323.PA
ISIN
FR001104732
Price
EUR 24,163.20
Change Today
-4.00 / -0.017 %
Price 1 year ago
24,011.30 / 0.633 %
Morningstar
5
52 Week Low
24,033.70
52 Week High
25,233.50
200 Day Moving Average 24,799.93
24,799.93
50-day Moving Average
24,467.08
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -9.026% |
| Average Annual Volatility | 42.424% |
| Sharpe Ratio | -0.21 |
| Sortino Ratio | -0.67 |
| Maximum Drawdown | -15.0% |
| Maximum Drawdown Date | 2011-11-30 |
| Calmar Ratio | -0.41 |
Company information
Summary
L’objectif de gestion est d’obtenir sur l’horizon de placement du FCP, un rendement supérieur à celui du panier composé de quatre obligations dénommé le « Panier de référence ».
Market
US
Category
Foreign Large Growth
Expense Ratio
0.24%
Fund family
-
Morningstar
5
Yield
0.0365
Exchange
YHD
| Sector | Weight |
|---|---|
| Healthcare | 63.51% |
| Financial services | 36.49% |
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000287997.PA | LBPAM Obli Moyen Terme C | FR000028799 | YHD | 0.91% | 5 | ||
| FR0000288003.PA | LBPAM Obli Moyen Terme D A/I | PSX | 5 | ||||
| FR0007037411.PA | Horizon Moyen Terme | FR000703741 | YHD | 1.11% | 5 | Candriam World Alternative Alphamax I EUR | |
| FR0007037429.PA | Horizon Moyen Long Terme | FR000703742 | YHD | 1.43% | 5 | Candriam World Alternative Alphamax C EUR | |
| FR0007451745.PA | BSO Court Terme | FR0007451745 | YHD | 0.52% | 5 | ||
| FR0010249680.PA | CD Obligations Court Terme | FR0013336385 | YHD | 1.18% | 5 | ||
| FR0010364760.PA | Union Dynamique Moyen Terme C | FR001036476 | YHD | 1.61% | 5 | ||
| FR0010613356.PA | LBPAM Obli Moyen Terme | FR000028799 | YHD | 0.61% | 5 | ||
| FR0010705491.PA | Schelcher Prince Oblig Moyen Terme C | FR001070549 | YHD | 0.29% | 5 | ||
| FR0010707513.PA | Schelcher Prince Oblig Moyen Terme P | FR001070751 | YHD | 0.79% | 5 | ||
| FR0010707539.PA | Schelcher Prince Oblig Moyen Terme D A/I | FR001070549 | YHD | 0.29% | 5 | ||
| FR0010969923.PA | Union Dynamique Moyen Terme R | FR001096992 | YHD | 5 | |||
| FR0011047323.PA | CNP Moyen Terme | FR001104732 | YHD | 0.24% | 5 | ||
| FR0011590090.PA | Union Spread Court Terme C | FR001085587 | YHD | 5 | |||
| FR0011607712.PA | Union Spread Court Terme | FR001085587 | YHD | 5 | |||
| FR0011964782.PA | Union Dynamique Moyen Terme I | FR001196478 | YHD | 5 | |||
| MMIT | IQ MacKay Municipal Intermediate ETF | US45409F8279 | PCX | 0.30% | 5 | -0.17 | |
| UITB | VictoryShares USAA Core Intermediate-Term Bond ETF | US92647N527 | NGM | 0.40% | 5 | -0.02 |
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.