Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE)
ACU2.DE is a passive ETF by Amundi tracking the investment results of the MSCI USA ESG Leaders Select 5% Issuer Capped. ACU2.DE launched on Apr 18, 2018 and has a 0.35% expense ratio.
ETF Info
ISIN | LU1681042864 |
---|---|
WKN | A2H57D |
Issuer | Amundi |
Inception Date | Apr 18, 2018 |
Category | Large Cap Blend Equities |
Leveraged | 1x |
Index Tracked | MSCI USA ESG Leaders Select 5% Issuer Capped |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
ACU2.DE features an expense ratio of 0.35%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: ACU2.DE vs. MGK, ACU2.DE vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi PEA MSCI USA ESG Leaders 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 PEA MSCI USA ESG Leaders UCITS ETF EUR had a return of 19.31% year-to-date (YTD) and 25.50% in the last 12 months. Over the past 10 years, Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR had an annualized return of 17.21%, outperforming the S&P 500 benchmark which had an annualized return of 11.78%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 19.31% | 21.43% |
1 month | 5.88% | 5.87% |
6 months | 8.22% | 12.23% |
1 year | 25.50% | 32.90% |
5 years (annualized) | 15.07% | 14.34% |
10 years (annualized) | 17.21% | 11.78% |
Monthly Returns
The table below presents the monthly returns of ACU2.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 | 3.90% | 4.51% | 3.68% | -3.16% | -0.03% | 5.80% | 0.35% | -0.85% | 1.82% | 19.31% | |||
2023 | 4.28% | 1.00% | 0.13% | -0.16% | 4.25% | 4.29% | 2.41% | 0.34% | -2.04% | -4.24% | 6.76% | 4.20% | 22.75% |
2022 | -6.42% | -1.82% | 5.86% | -3.50% | -4.20% | -6.00% | 11.30% | -1.06% | -5.50% | 4.76% | -2.22% | -6.57% | -15.83% |
2021 | 1.05% | 3.26% | 6.39% | 2.67% | -1.13% | 5.87% | 2.38% | 3.50% | -2.28% | 6.06% | 2.11% | 3.69% | 38.75% |
2020 | 1.37% | -9.06% | -9.73% | 11.40% | 2.41% | 1.18% | 0.76% | 7.07% | -1.61% | -2.30% | 8.26% | 1.43% | 9.40% |
2019 | 6.72% | 5.57% | 2.87% | 3.95% | -4.96% | 3.91% | 5.30% | -2.33% | 3.27% | -0.45% | 5.43% | 1.41% | 34.49% |
2018 | 3.28% | -2.85% | -4.58% | 3.73% | 5.29% | 1.01% | 2.55% | 3.61% | 0.90% | -6.90% | 3.50% | -9.42% | -1.18% |
2017 | -1.68% | 6.28% | -0.69% | -0.50% | -2.35% | -0.55% | -1.30% | -0.78% | 1.41% | 4.25% | 1.39% | 1.30% | 6.64% |
2016 | -7.01% | 1.81% | 0.84% | 2.47% | 1.81% | -0.13% | 5.08% | -0.76% | -0.83% | 1.30% | 7.00% | 2.47% | 14.24% |
2015 | 3.74% | 6.23% | 3.08% | -2.98% | 2.51% | -3.10% | 2.94% | -7.57% | -3.03% | 10.48% | 4.52% | -3.85% | 12.15% |
2014 | -0.97% | 2.72% | 0.03% | -0.19% | 4.13% | 2.06% | 1.37% | 5.09% | 2.11% | 1.27% | 6.01% | 2.96% | 29.78% |
2013 | 3.52% | 5.41% | 5.27% | -0.45% | 5.20% | -2.80% | 3.21% | -2.31% | 0.31% | 4.28% | 2.59% | 0.72% | 27.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ACU2.DE is 74, 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 PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.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 PEA MSCI USA ESG Leaders 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 PEA MSCI USA ESG Leaders UCITS ETF EUR was 34.31%, occurring on Mar 23, 2020. Recovery took 176 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.31% | Feb 20, 2020 | 23 | Mar 23, 2020 | 176 | Dec 8, 2020 | 199 |
-19.97% | Feb 17, 2011 | 39 | Aug 11, 2011 | 51 | Jan 2, 2012 | 90 |
-19.68% | Apr 15, 2015 | 162 | Feb 11, 2016 | 72 | Jul 20, 2016 | 234 |
-18.22% | Jan 3, 2022 | 115 | Jun 16, 2022 | 321 | Sep 14, 2023 | 436 |
-15.61% | Oct 2, 2018 | 46 | Dec 27, 2018 | 42 | Mar 29, 2019 | 88 |
Volatility
Volatility Chart
The current Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR volatility is 2.86%, 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.