Amundi ETF MSCI Europe ex EMU UCITS ETF EUR (540H.DE)
540H.DE is a passive ETF by Amundi tracking the investment results of the MSCI Europe ex EMU. 540H.DE launched on Jan 15, 2010 and has a 0.30% expense ratio.
ETF Info
| ISIN | FR0010821819 |
|---|---|
| WKN | A0YF2V |
| Issuer | Amundi |
| Inception Date | Jan 15, 2010 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe ex EMU |
| Domicile | France |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
540H.DE features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi ETF MSCI Europe ex EMU UCITS ETF EUR, 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 ETF MSCI Europe ex EMU UCITS ETF EUR had a return of 13.09% year-to-date (YTD) and 19.46% in the last 12 months. Over the past 10 years, Amundi ETF MSCI Europe ex EMU UCITS ETF EUR had an annualized return of 6.95%, while the S&P 500 had an annualized return of 11.27%, indicating that Amundi ETF MSCI Europe ex EMU UCITS ETF EUR did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.09% | 19.68% |
| 1 month | -0.38% | 1.07% |
| 6 months | 8.19% | 9.66% |
| 1 year | 19.46% | 33.12% |
| 5 years (annualized) | 9.47% | 14.47% |
| 10 years (annualized) | 6.95% | 11.27% |
Monthly Returns
The table below presents the monthly returns of 540H.DE, 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 | 1.11% | 0.31% | 3.68% | -0.14% | 3.96% | 0.60% | 1.80% | 1.55% | -0.59% | 13.09% | |||
| 2023 | 3.36% | 1.76% | -0.75% | 3.66% | -2.69% | 0.79% | 2.01% | -1.80% | 0.27% | -3.92% | 4.71% | 4.22% | 11.79% |
| 2022 | -3.13% | -1.19% | 2.64% | 0.83% | -2.36% | -6.25% | 7.79% | -5.02% | -6.10% | 4.44% | 5.72% | -3.01% | -6.67% |
| 2021 | -0.96% | 1.83% | 6.22% | 1.73% | 2.43% | 2.75% | 2.28% | 1.61% | -3.03% | 5.50% | -1.76% | 6.69% | 27.81% |
| 2020 | -1.36% | -9.12% | -11.30% | 5.76% | 0.82% | 1.54% | -1.63% | 2.14% | -0.89% | -4.21% | 10.47% | 3.40% | -6.19% |
| 2019 | 6.63% | 4.20% | 2.98% | 2.38% | -3.95% | 3.50% | 0.35% | -1.49% | 3.54% | 0.68% | 2.72% | 3.50% | 27.59% |
| 2018 | -0.21% | -3.80% | -1.76% | 3.96% | 1.79% | -0.36% | 2.69% | -1.91% | 1.32% | -4.23% | -0.83% | -5.65% | -9.06% |
| 2017 | 0.19% | 3.23% | 1.76% | 0.72% | 1.47% | -2.51% | -1.10% | -1.11% | 3.34% | 0.99% | -1.95% | 2.79% | 7.87% |
| 2016 | -6.87% | -1.20% | 0.07% | 2.52% | 2.57% | -3.32% | 2.80% | -0.12% | 0.10% | -2.89% | 2.63% | 4.48% | 0.16% |
| 2015 | 7.65% | 6.46% | 0.58% | 1.25% | 2.32% | -5.02% | 3.61% | -8.80% | -4.04% | 7.42% | 2.26% | -4.36% | 8.04% |
| 2014 | -0.86% | 4.87% | -1.76% | 2.69% | 2.38% | 0.02% | -0.04% | 2.34% | 0.04% | -1.59% | 2.31% | -1.28% | 9.24% |
| 2013 | 2.85% | 2.19% | 2.73% | 0.68% | 0.96% | -4.91% | 4.27% | -0.49% | 3.30% | 2.48% | 0.77% | 0.49% | 16.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 540H.DE is 66, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi ETF MSCI Europe ex EMU UCITS ETF EUR (540H.DE) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi ETF MSCI Europe ex EMU UCITS ETF EUR. 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 ETF MSCI Europe ex EMU UCITS ETF EUR was 34.37%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.
The current Amundi ETF MSCI Europe ex EMU UCITS ETF EUR drawdown is 0.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.37% | Feb 20, 2020 | 23 | Mar 23, 2020 | 269 | Apr 16, 2021 | 292 |
| -26.24% | May 28, 2015 | 182 | Feb 11, 2016 | 783 | Mar 19, 2019 | 965 |
| -18.96% | Jan 17, 2011 | 136 | Sep 23, 2011 | 99 | Feb 16, 2012 | 235 |
| -15.16% | Apr 11, 2022 | 122 | Sep 29, 2022 | 158 | May 15, 2023 | 280 |
| -11.33% | May 23, 2013 | 23 | Jun 24, 2013 | 85 | Oct 22, 2013 | 108 |
Volatility
Volatility Chart
The current Amundi ETF MSCI Europe ex EMU UCITS ETF EUR volatility is 3.28%, 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.