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.
|Inception Date||Mar 22, 2018|
|Category||Large Cap Blend Equities|
|Index Tracked||Russell 1000 TR USD|
Asset Class Size
Asset Class Style
The Amundi S&P 500 UCITS ETF C USD has an expense ratio of 0.05% which is considered to be low.
Share Price 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.
Compare to other instruments
Amundi S&P 500 UCITS ETF C USD had a return of 17.44% year-to-date (YTD) and 16.59% in the last 12 months. Over the past 10 years, Amundi S&P 500 UCITS ETF C USD had an annualized return of 11.96%, outperforming the S&P 500 benchmark which had an annualized return of 8.43%.
|5 years (annualized)||10.49%||6.00%|
|10 years (annualized)||11.96%||8.43%|
Monthly Returns Heatmap
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF C USD (500U.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.
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the Amundi S&P 500 UCITS ETF C USD. 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 Amundi S&P 500 UCITS ETF C USD is 34.04%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.
|-34.04%||Feb 20, 2020||23||Mar 23, 2020||95||Aug 11, 2020||118|
|-24.22%||Jan 4, 2022||195||Oct 12, 2022||—||—||—|
|-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|
The current Amundi S&P 500 UCITS ETF C USD volatility is 3.06%, 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.