Amundi S&P 500 UCITS ETF C USD (500U.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
500U.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 5.60% year-to-date (YTD) and 23.99% in the last 12 months. Over the past 10 years, Amundi S&P 500 UCITS ETF C USD had an annualized return of 12.17%, outperforming the S&P 500 benchmark which had an annualized return of 10.41%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.60% | 6.17% |
| 1 month | -2.99% | -2.72% |
| 6 months | 17.93% | 17.29% |
| 1 year | 23.99% | 23.80% |
| 5 years (annualized) | 13.15% | 11.47% |
| 10 years (annualized) | 12.17% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.12% | 4.13% | 3.52% | -3.16% | ||||||||
| 2023 | -3.22% | 9.25% | 5.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 500U.L is 89, placing it in the top 11% 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(500U.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF C USD (500U.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 34.04%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current Amundi S&P 500 UCITS ETF C USD drawdown is 4.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.04% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 11, 2020 | 118 |
| -24.22% | Jan 4, 2022 | 195 | Oct 12, 2022 | 297 | Dec 14, 2023 | 492 |
| -19.01% | Jun 6, 2011 | 20 | Oct 4, 2011 | 6 | Mar 9, 2012 | 26 |
| -16.6% | Sep 24, 2018 | 66 | Dec 27, 2018 | 76 | Apr 16, 2019 | 142 |
| -13.87% | Jul 21, 2015 | 144 | Feb 11, 2016 | 47 | Apr 20, 2016 | 191 |
Volatility
Volatility Chart
The current Amundi S&P 500 UCITS ETF C USD volatility is 3.80%, 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.