CPG Oblig
Ticker
FR0011147594.PA
ISIN
-
Price
EUR 1,379.80
Change Today
-0.34 / -0.025 %
Price 1 year ago
1,001.35 / 37.794 %
Morningstar
5
52 Week Low
1,026.17
52 Week High
1,399.44
200 Day Moving Average 1,219.88
1,219.88
50-day Moving Average
1,335.13
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 28.883% |
| Average Annual Volatility | 10.906% |
| Sharpe Ratio | 2.65 |
| Sortino Ratio | 3.51 |
| Maximum Drawdown | -5.0% |
| Maximum Drawdown Date | 2015-09-29 |
| Calmar Ratio | -7.86 |
Company information
Summary
Cet OPCVM est un Fonds d’investissement à vocation générale qui a pour objectif d’obtenir, sur la durée de placement recommandée de 2 ans minimum, une performance similaire ou supérieure à l’indice IBOXX EURO CORPORATE 3-5 ANS.
Market
US
Category
EUR Flexible Bond
Expense Ratio
-
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 100.00% |
| Realestate | 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 |
|---|---|---|---|---|---|---|---|
| FR0000978736.PA | Covéa Obligations Convertibles | FR001107076 | YHD | 0.18% | 5 | ||
| FR0000983637.PA | Amundi Multimanagers Oblig | FR0011190875 | YHD | 1.53% | 5 | ||
| FR0007068978.PA | Antarius Fonds Obligataire | FR0007068978 | YHD | 0.86% | 5 | ||
| FR0007381983.PA | Ecofi Obligations Internationales | FR000738198 | YHD | 0.60% | 5 | ||
| FR0007465075.PA | Ecofi Quant Obligations | FR000746507 | YHD | 0.55% | 5 | ||
| FR0010185637.PA | Amundi Resa Oblig Diversifié | FR0010185637 | YHD | 0.60% | 5 | ||
| FR0010187534.PA | AXA Oblig Inflation | FR0010187534 | YHD | 0.78% | 5 | ||
| FR0010249680.PA | CD Obligations Court Terme | FR0013336385 | YHD | 1.18% | 5 | ||
| FR0010691311.PA | Airbus Group Euroblig | FR0010691311 | YHD | 0.63% | 5 | ||
| FR0010981142.PA | Elan Oblig Bear C EUR | FR001098114 | YHD | 5 | Candriam World Alternative Alphamax I EUR | ||
| FR0011147594.PA | CPG Oblig | YHD | 5 | -2.18 | -- | ||
| FR0011291160.PA | A Plus Obligations | FR0013237484 | YHD | 5 | |||
| FR0011451905.PA | Alcis Alpha Obligations Crédit | YHD | 5 | ||||
| FR0011461219.PA | Egamo Obligation Court Terme | FR001342196 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012366763.PA | Elan Oblig Bear F EUR | FR001236676 | 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.