Sycomore Sélection Crédit I
Ticker
FR0011288489.PA
ISIN
FR001128848
Price
EUR 128.02
Change Today
-0.05 / -0.039 %
Price 1 year ago
113.90 / 12.397 %
Morningstar
5
52 Week Low
114.19
52 Week High
128.97
200 Day Moving Average 123.47
123.47
50-day Moving Average
127.47
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | 7.853% |
| Average Annual Volatility | 3.433% |
| Sharpe Ratio | 2.29 |
| Sortino Ratio | 2.38 |
| Maximum Drawdown | -5.0% |
| Maximum Drawdown Date | 2016-02-12 |
| Calmar Ratio | -1.41 |
Company information
Summary
L’objectif est de réaliser sur un horizon de placement minimum de cinq (5) ans une performance supérieure à l’indice Barclays Capital Euro Corporate ex-Financials Bond Index (coupons réinvestis), dans une fourchette de sensibilité de 0 à +5.
Market
US
Category
EUR Corporate Bond
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
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0000283053.PA | Objectif Sélection | FR000028305 | YHD | 1.07% | 5 | ||
| FR0000435455.PA | MAIF Europe Sélection | FR000043546 | YHD | 2.37% | 5 | ||
| FR0007016712.PA | Monceau Sélection Internationale | FR000701671 | YHD | 4.08% | 5 | ||
| FR0010147637.PA | Corbeille Sélection Equilibre | FR001014763 | YHD | 5 | |||
| FR0010147645.PA | Corbeille Sélection Performance | FR001014764 | YHD | 5 | |||
| FR0010287102.PA | ING Direct Sélection Europe | FR001028710 | YHD | 2.88% | 5 | ||
| FR0010563726.PA | ALM Sélection Euro | FR0010563726 | YHD | 5 | |||
| FR0010784330.PA | R Sélection Euro | LU111164371 | YHD | 1.69% | 5 | -2.18 | -- |
| FR0011288489.PA | Sycomore Sélection Crédit I | FR001128848 | YHD | 5 | |||
| FR0011859180.PA | Gresham Sélection PME | GB000560399 | YHD | 5 | Candriam World Alternative Alphamax C EUR | ||
| FR0012618221.PA | Amundi Edmond de Rothschild Sélection | FR0012618221 | 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.