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-Cap |
Asset Class Style | Growth |
Expense Ratio
500P.L has an expense ratio of 0.07%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: 500P.L vs. 500U.L, 500P.L vs. VOO, 500P.L vs. SPPY.DE
Performance
Performance Chart
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.
Returns By Period
Franklin S&P 500 Paris Aligned Climate UCITS ETF had a return of 14.29% year-to-date (YTD) and 22.83% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.29% | 13.78% |
| 1 month | -2.06% | -0.38% |
| 6 months | 10.62% | 11.47% |
| 1 year | 22.83% | 18.82% |
| 5 years (annualized) | N/A | 12.44% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns
The table below presents the monthly returns of 500P.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.06% | 5.24% | 3.29% | -2.50% | 0.77% | 6.98% | 14.29% | ||||||
| 2023 | 4.55% | 0.12% | 0.89% | -0.30% | 3.35% | 3.83% | 2.10% | 0.41% | -1.18% | -2.58% | 5.58% | 4.72% | 23.30% |
| 2022 | -7.76% | -2.46% | 6.39% | -4.63% | -3.33% | -4.14% | 8.51% | 1.08% | -3.77% | 2.45% | -1.43% | -3.91% | -13.36% |
| 2021 | -0.56% | 1.06% | 5.56% | 5.57% | -2.03% | 5.72% | 2.70% | 5.00% | -2.44% | 4.05% | 3.52% | 2.58% | 34.81% |
| 2020 | 6.44% | -0.40% | -2.90% | 6.96% | 1.19% | 11.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 500P.L is 91, placing it in the top 9% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.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 Franklin S&P 500 Paris Aligned Climate UCITS ETF. 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 Franklin S&P 500 Paris Aligned Climate UCITS ETF was 19.37%, occurring on Jun 16, 2022. Recovery took 280 trading sessions.
The current Franklin S&P 500 Paris Aligned Climate UCITS ETF drawdown is 3.34%.
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 |
| -5.61% | Sep 15, 2023 | 31 | Oct 27, 2023 | 11 | Nov 13, 2023 | 42 |
| -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 |
Volatility
Volatility Chart
The current Franklin S&P 500 Paris Aligned Climate UCITS ETF volatility is 3.30%, 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.