AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE)
ACLT.DE is a passive ETF by AXA IM tracking the investment results of the AXA IM ACT Climate Equity. ACLT.DE launched on Sep 26, 2022 and has a 0.70% expense ratio.
ETF Info
| ISIN | IE000Z8BHG02 |
|---|---|
| WKN | A3DHNN |
| Issuer | AXA IM |
| Inception Date | Sep 26, 2022 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | AXA IM ACT Climate Equity |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
ACLT.DE features an expense ratio of 0.70%, 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 AXA IM ACT Climate Equity UCITS ETF USD Acc, 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
AXA IM ACT Climate Equity UCITS ETF USD Acc had a return of 13.49% year-to-date (YTD) and 22.15% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.49% | 20.57% |
| 1 month | 5.68% | 4.18% |
| 6 months | 5.23% | 10.51% |
| 1 year | 22.15% | 35.06% |
| 5 years (annualized) | N/A | 14.29% |
| 10 years (annualized) | N/A | 11.53% |
Monthly Returns
The table below presents the monthly returns of ACLT.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 | 2.16% | 4.01% | 3.40% | -4.20% | 0.85% | 4.25% | -0.33% | -0.82% | 2.48% | 13.49% | |||
| 2023 | 6.34% | 0.93% | -0.25% | -3.06% | 4.07% | 3.42% | 2.95% | -2.53% | -2.85% | -5.44% | 6.14% | 4.63% | 14.36% |
| 2022 | 10.01% | 5.54% | -5.88% | 9.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ACLT.DE is 35, 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 AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.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 AXA IM ACT Climate Equity UCITS ETF USD Acc. 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 AXA IM ACT Climate Equity UCITS ETF USD Acc was 11.46%, occurring on Oct 30, 2023. Recovery took 52 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.46% | Jul 28, 2023 | 67 | Oct 30, 2023 | 52 | Jan 15, 2024 | 119 |
| -9.36% | Jul 15, 2024 | 16 | Aug 5, 2024 | 38 | Sep 26, 2024 | 54 |
| -8.92% | Jan 16, 2024 | 3 | Jan 18, 2024 | 45 | Mar 21, 2024 | 48 |
| -8.8% | Nov 17, 2022 | 29 | Dec 28, 2022 | 36 | Feb 16, 2023 | 65 |
| -6.66% | Feb 17, 2023 | 26 | Mar 24, 2023 | 47 | Jun 2, 2023 | 73 |
Volatility
Volatility Chart
The current AXA IM ACT Climate Equity UCITS ETF USD Acc volatility is 3.56%, 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.