Amundi Global Aggregate SRI UCITS ETF (8OUU.DE)
8OUU.DE is a passive ETF by Amundi tracking the investment results of the Bloomberg MSCI Global Aggregate 500MM ex Securitized Sustainable SRI Sector Neutral. 8OUU.DE launched on Mar 22, 2022 and has a 0.14% expense ratio.
ETF Info
| ISIN | LU2439734141 |
|---|---|
| WKN | A3DESB |
| Issuer | Amundi |
| Inception Date | Mar 22, 2022 |
| Category | Global Bonds |
| Index Tracked | Bloomberg MSCI Global Aggregate 500MM ex Securitized Sustainable SRI Sector Neutral |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
8OUU.DE has an expense ratio of 0.14%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi Global Aggregate SRI 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
Amundi Global Aggregate SRI UCITS ETF had a return of -9.97% year-to-date (YTD) and 2.61% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -9.97% | 13.20% |
| 1 month | 0.08% | -1.28% |
| 6 months | -7.48% | 10.32% |
| 1 year | 2.61% | 18.23% |
| 5 years (annualized) | N/A | 12.31% |
| 10 years (annualized) | N/A | 10.58% |
Monthly Returns
The table below presents the monthly returns of 8OUU.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 | -1.68% | -1.48% | 0.56% | -2.85% | -6.71% | 1.29% | -9.97% | ||||||
| 2023 | 1.25% | -1.31% | 1.15% | -1.11% | 1.24% | -2.06% | -0.53% | 8.59% | -3.20% | -1.17% | 5.32% | 4.36% | 12.55% |
| 2022 | -2.46% | -2.78% | -1.44% | 0.46% | -2.70% | -8.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 8OUU.DE is 20, indicating that it is in the bottom 20% 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 Amundi Global Aggregate SRI UCITS ETF (8OUU.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi Global Aggregate SRI 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 Amundi Global Aggregate SRI UCITS ETF was 12.07%, occurring on May 31, 2024. The portfolio has not yet recovered.
The current Amundi Global Aggregate SRI UCITS ETF drawdown is 10.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.07% | Dec 29, 2023 | 107 | May 31, 2024 | — | — | — |
| -10.63% | Aug 23, 2022 | 242 | Aug 4, 2023 | 94 | Dec 14, 2023 | 336 |
| -0.47% | Dec 18, 2023 | 1 | Dec 18, 2023 | 1 | Dec 19, 2023 | 2 |
| -0.1% | Dec 22, 2023 | 1 | Dec 22, 2023 | 1 | Dec 27, 2023 | 2 |
Volatility
Volatility Chart
The current Amundi Global Aggregate SRI UCITS ETF volatility is 1.15%, 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.