Amundi S&P 500 UCITS ETF C USD (500G.L)
To track the performance of S&P 500 Index (the Index), and to minimizethe tracking error between the net asset value of the sub-fund and theperformance of the Index.
ETF Info
| ISIN | LU1681049018 |
|---|---|
| Issuer | Amundi |
| Inception Date | Mar 22, 2018 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
500G.L has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi S&P 500 UCITS ETF C USD, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Amundi S&P 500 UCITS ETF C USD had a return of 8.89% year-to-date (YTD) and 27.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.89% | 7.50% |
| 1 month | -1.48% | -1.61% |
| 6 months | 16.25% | 17.65% |
| 1 year | 27.75% | 26.26% |
| 5 years (annualized) | 14.64% | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.36% | 4.80% | 3.47% | -2.27% | ||||||||
| 2023 | -2.69% | 4.80% | 4.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 500G.L is 95, placing it in the top 5% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Amundi S&P 500 UCITS ETF C USD(500G.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF C USD (500G.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi S&P 500 UCITS ETF C USD. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Amundi S&P 500 UCITS ETF C USD was 25.52%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.
The current Amundi S&P 500 UCITS ETF C USD drawdown is 1.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.52% | Feb 20, 2020 | 23 | Mar 23, 2020 | 98 | Aug 24, 2020 | 121 |
| -15.35% | Dec 8, 2021 | 128 | Jun 16, 2022 | 42 | Aug 15, 2022 | 170 |
| -14.32% | Oct 4, 2018 | 58 | Dec 27, 2018 | 79 | Apr 23, 2019 | 137 |
| -11.84% | Aug 22, 2022 | 85 | Dec 20, 2022 | 143 | Jul 19, 2023 | 228 |
| -9.87% | Jan 10, 2018 | 54 | Mar 26, 2018 | 37 | May 21, 2018 | 91 |
Volatility
Volatility Chart
The current Amundi S&P 500 UCITS ETF C USD volatility is 3.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.