Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L)
500P.L is a passive ETF by Franklin Templeton tracking the investment results of the Russell 1000 TR USD. 500P.L launched on Jul 29, 2020 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00BMDPBZ72 |
|---|---|
| WKN | A2P5CL |
| Issuer | Franklin Templeton |
| Inception Date | Jul 29, 2020 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Growth |
Expense Ratio
The Franklin S&P 500 Paris Aligned Climate UCITS ETF has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of £10,000 in Franklin S&P 500 Paris Aligned Climate UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Franklin S&P 500 Paris Aligned Climate UCITS ETF had a return of 16.20% year-to-date (YTD) and 8.72% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 3.76% | 2.65% |
| 6 months | 11.80% | 10.31% |
| Year-To-Date | 16.20% | 11.39% |
| 1 year | 8.72% | 7.35% |
| 5 years (annualized) | 14.25% | 10.32% |
| 10 years (annualized) | N/A | N/A |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.12% | 0.89% | -0.30% | 3.35% | 3.83% | 2.10% | 0.41% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
500P.L Franklin S&P 500 Paris Aligned Climate UCITS ETF | 0.63 | ||||
^GSPC S&P 500 | 0.74 |
Dividend History
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Franklin S&P 500 Paris Aligned Climate UCITS ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Franklin S&P 500 Paris Aligned Climate UCITS ETF is 19.37%, recorded on Jun 16, 2022. It took 280 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.37% | Jan 4, 2022 | 113 | Jun 16, 2022 | 280 | Jul 27, 2023 | 393 |
| -6.85% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -5.6% | Sep 3, 2020 | 13 | Sep 21, 2020 | 15 | Oct 12, 2020 | 28 |
| -5.08% | May 4, 2021 | 12 | May 19, 2021 | 20 | Jun 17, 2021 | 32 |
| -5.04% | Sep 1, 2021 | 24 | Oct 4, 2021 | 16 | Oct 26, 2021 | 40 |
Volatility Chart
The current Franklin S&P 500 Paris Aligned Climate UCITS ETF volatility is 2.91%, 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.