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 |
| Index Tracked | Bloomberg MSCI Euro Corporate ESG Sustainability SRI |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
A4H8.DE features an expense ratio of 0.14%, falling within the medium range.
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 -0.73% year-to-date (YTD) and 4.71% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.73% | 5.57% |
| 1 month | -0.90% | -4.16% |
| 6 months | 4.50% | 20.07% |
| 1 year | 4.71% | 20.82% |
| 5 years (annualized) | N/A | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.24% | -0.83% | 1.25% | |||||||||
| 2023 | 0.43% | 2.48% | 2.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of A4H8.DE is 57, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Amundi Index Euro Corporate SRI UCITS ETF DR (C)(A4H8.DE)
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.
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. The portfolio has not yet recovered.
The current Amundi Index Euro Corporate SRI UCITS ETF DR (C) drawdown is 3.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.35% | Apr 6, 2022 | 141 | Oct 21, 2022 | — | — | — |
| -0.44% | Mar 24, 2022 | 5 | Mar 30, 2022 | 2 | Apr 1, 2022 | 7 |
Volatility
Volatility Chart
The current Amundi Index Euro Corporate SRI UCITS ETF DR (C) volatility is 1.09%, 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.