Amundi Index MSCI Europe SRI PAB UCITS ETF DR (D) (ACU7.DE)
ACU7.DE is a passive ETF by Amundi tracking the investment results of the MSCI Europe SRI Filtered PAB. ACU7.DE launched on Oct 23, 2019 and has a 0.18% expense ratio.
ETF Info
| ISIN | LU2059756598 |
|---|---|
| WKN | A2PTYY |
| Issuer | Amundi |
| Inception Date | Oct 23, 2019 |
| Category | Europe Equities |
| Leveraged | 1x |
| Index Tracked | MSCI Europe SRI Filtered PAB |
| Domicile | Luxembourg |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
ACU7.DE has an expense ratio of 0.18%, 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 MSCI Europe SRI PAB UCITS ETF DR (D), 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 MSCI Europe SRI PAB UCITS ETF DR (D) had a return of 11.25% year-to-date (YTD) and 20.32% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.25% | 20.57% |
| 1 month | 0.49% | 4.18% |
| 6 months | 5.68% | 10.51% |
| 1 year | 20.32% | 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 ACU7.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 | 2.39% | 2.43% | 2.97% | -2.11% | 4.25% | -0.57% | 1.01% | 1.71% | -0.03% | 11.25% | |||
| 2023 | 6.69% | 1.52% | 1.30% | 2.42% | -2.91% | 1.64% | 1.63% | -2.40% | -2.59% | -2.83% | 8.06% | 1.35% | 14.02% |
| 2022 | -6.04% | -4.31% | 1.77% | -1.40% | -3.77% | -6.26% | 9.21% | -6.23% | -7.22% | 5.18% | 4.39% | -2.98% | -17.63% |
| 2021 | -5.92% | 5.92% | -0.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ACU7.DE is 39, 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 Index MSCI Europe SRI PAB UCITS ETF DR (D) (ACU7.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 MSCI Europe SRI PAB UCITS ETF DR (D). 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 MSCI Europe SRI PAB UCITS ETF DR (D) was 24.47%, occurring on Sep 29, 2022. Recovery took 383 trading sessions.
The current Amundi Index MSCI Europe SRI PAB UCITS ETF DR (D) drawdown is 2.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.47% | Nov 16, 2021 | 224 | Sep 29, 2022 | 383 | Mar 28, 2024 | 607 |
| -7.66% | Jun 7, 2024 | 42 | Aug 5, 2024 | 20 | Sep 2, 2024 | 62 |
| -3.83% | Apr 2, 2024 | 12 | Apr 17, 2024 | 13 | May 7, 2024 | 25 |
| -3.37% | Sep 3, 2024 | 4 | Sep 6, 2024 | 14 | Sep 26, 2024 | 18 |
| -2.16% | Sep 30, 2024 | 4 | Oct 3, 2024 | — | — | — |
Volatility
Volatility Chart
The current Amundi Index MSCI Europe SRI PAB UCITS ETF DR (D) volatility is 3.67%, 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.