Amundi Index Euro Corporate SRI UCITS ETF DR (C) (A4H8.DE)
The ETF aims to mirror the Bloomberg Barclays MSCI Euro Corporate SRI Index and reduce tracking error between its net asset value and the Index performance.
ETF Info
| ISIN | LU1437018168 |
|---|---|
| WKN | A2ATY6 |
| Issuer | Amundi |
| Inception Date | Nov 11, 2016 |
| Category | European Corporate Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg MSCI Euro Corporate ESG Sustainability SRI |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
A4H8.DE has an expense ratio of 0.14%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi Index Euro Corporate SRI UCITS ETF DR (C), 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 Index Euro Corporate SRI UCITS ETF DR (C) had a return of 3.56% year-to-date (YTD) and 9.99% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.56% | 19.70% |
| 1 month | 1.52% | 1.08% |
| 6 months | 3.49% | 9.56% |
| 1 year | 9.99% | 34.99% |
| 5 years (annualized) | N/A | 14.15% |
| 10 years (annualized) | N/A | 11.26% |
Monthly Returns
The table below presents the monthly returns of A4H8.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 | -0.24% | -0.83% | 1.25% | -0.90% | 0.18% | 0.69% | 1.69% | 0.25% | 1.25% | 3.56% | |||
| 2023 | 1.54% | -1.70% | 1.31% | 0.40% | 0.07% | -0.27% | 0.86% | 0.05% | -0.94% | 0.43% | 2.48% | 2.72% | 7.09% |
| 2022 | 0.17% | -2.14% | -1.56% | -3.79% | 5.40% | -4.91% | -3.30% | 0.01% | 3.19% | -1.34% | -8.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of A4H8.DE is 80, placing it in the top 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 Index Euro Corporate SRI UCITS ETF DR (C) (A4H8.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 Index Euro Corporate SRI UCITS ETF DR (C). 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 Index Euro Corporate SRI UCITS ETF DR (C) was 11.35%, occurring on Oct 21, 2022. Recovery took 480 trading sessions.
The current Amundi Index Euro Corporate SRI UCITS ETF DR (C) drawdown is 0.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.35% | Apr 6, 2022 | 141 | Oct 21, 2022 | 480 | Sep 6, 2024 | 621 |
| -0.44% | Mar 24, 2022 | 5 | Mar 30, 2022 | 2 | Apr 1, 2022 | 7 |
| -0.25% | Sep 12, 2024 | 1 | Sep 12, 2024 | 2 | Sep 16, 2024 | 3 |
| -0.25% | Sep 17, 2024 | 2 | Sep 18, 2024 | 1 | Sep 19, 2024 | 3 |
| -0.21% | Sep 25, 2024 | 1 | Sep 25, 2024 | 2 | Sep 27, 2024 | 3 |
Volatility
Volatility Chart
The current Amundi Index Euro Corporate SRI UCITS ETF DR (C) volatility is 0.78%, 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.