IBERCAJA DIVIDENDO
Ticker
ES0146824000.MC
ISIN
ES0146824000
Price
EUR 6.63
Change Today
+0.00 / 0.038 %
Price 1 year ago
6.46 / 2.594 %
Morningstar
4
52 Week Low
6.34
52 Week High
6.90
200 Day Moving Average 6.70
6.70
50-day Moving Average
6.73
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
Parameter | Value |
---|
1 year
Parameter | Value |
---|
History
Parameter | Value |
---|---|
Average Annual Return | 4.065% |
Average Annual Volatility | 5.98% |
Sharpe Ratio | 0.68 |
Sortino Ratio | 0.24 |
Maximum Drawdown | -5.0% |
Maximum Drawdown Date | 2018-06-25 |
Calmar Ratio | -1.45 |
Company information
Summary
-
Market
ES
Category
Europe Equity Income
Expense Ratio
-
Fund family
-
Morningstar
4
Yield
-
Exchange
MCE
Sector | Weight |
---|
None
Holdings
NoneAlternative funds
Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
---|---|---|---|---|---|---|---|
0P00008MC5.F | Ibercaja PensiĆ³n Dividendo PP | ES010256403 | FRA | 4 | |||
ES0138840006.MC | ES0138840006 | MCE | 5 | ||||
ES0146824000.MC | ES0146824000 | MCE | 4 | ||||
ES0146824018.MC | ES0146824018 | MCE | 5 | ||||
FLXD.SW | Frk LQ European Div UCITS ETF | IE00BF2B0L69 | EBS | 0.25% | 5 | ||
IE00BYY02962.IR | Metzler European Dividend Sustainability | IE00BYY02962 | YHD | 5 | -6.53 | +0.88 |
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.