Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE)
AE50.DE is a passive ETF by Amundi tracking the investment results of the STOXX® Europe 50. AE50.DE launched on Sep 29, 2009 and has a 0.15% expense ratio.
ETF Info
ISIN | FR0010790980 |
---|---|
WKN | A0X9QJ |
Issuer | Amundi |
Inception Date | Sep 29, 2009 |
Category | Europe Equities |
Leveraged | 1x |
Index Tracked | STOXX® Europe 50 |
Domicile | France |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
AE50.DE has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AE50.DE vs. AME6.DE, AE50.DE vs. ISX5.L, AE50.DE vs. ^GSPC, AE50.DE vs. SPYG, AE50.DE vs. ^STOXX, AE50.DE vs. SCHG
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi ETF STOXX Europe 50 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 ETF STOXX Europe 50 UCITS ETF EUR had a return of 11.29% year-to-date (YTD) and 17.71% in the last 12 months. Over the past 10 years, Amundi ETF STOXX Europe 50 UCITS ETF EUR had an annualized return of 11.17%, which was very close to the S&P 500 benchmark's annualized return of 11.27%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 11.29% | 19.68% |
1 month | -2.19% | 1.07% |
6 months | 2.77% | 9.66% |
1 year | 17.71% | 33.12% |
5 years (annualized) | 10.29% | 14.47% |
10 years (annualized) | 11.17% | 11.27% |
Monthly Returns
The table below presents the monthly returns of AE50.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 | 3.06% | 1.66% | 4.12% | -0.38% | 2.83% | 0.22% | 0.00% | 1.61% | -2.04% | 11.29% | |||
2023 | 5.21% | 1.15% | 1.81% | 3.18% | -2.31% | 2.09% | 1.20% | -1.87% | -0.99% | -2.84% | 4.70% | 3.03% | 14.90% |
2022 | -1.99% | -2.72% | 2.51% | 0.82% | -0.77% | -6.02% | 6.22% | -4.04% | -4.76% | 6.38% | 7.32% | -3.34% | -1.55% |
2021 | -1.46% | 3.37% | 5.51% | 2.16% | 2.10% | 2.28% | 1.64% | 1.64% | -3.03% | 5.29% | -1.38% | 5.59% | 25.94% |
2020 | -1.63% | -8.66% | -10.41% | 4.88% | 1.73% | 3.60% | -2.56% | 1.85% | -1.56% | -6.80% | 13.00% | 2.27% | -6.38% |
2019 | 3.72% | 6.42% | 2.90% | 3.13% | -2.20% | 3.38% | 0.10% | -2.58% | 4.68% | 1.76% | 2.08% | 2.42% | 28.61% |
2018 | 2.13% | -5.81% | -2.32% | 3.05% | 1.77% | -1.33% | 4.21% | -1.90% | -2.04% | -3.55% | 0.12% | -4.76% | -10.46% |
2017 | -0.47% | 2.85% | 1.91% | 3.17% | 2.12% | -1.25% | -2.55% | -2.08% | 2.74% | 2.59% | -0.29% | 0.49% | 9.37% |
2016 | -6.07% | -2.63% | 2.09% | 4.44% | 0.92% | -10.11% | 9.18% | -1.03% | 1.29% | -0.75% | -0.74% | 6.85% | 1.93% |
2015 | 7.20% | 3.04% | 3.24% | 3.96% | -1.12% | -1.59% | -2.37% | -6.37% | -5.72% | 10.50% | 2.02% | -6.70% | 4.58% |
2014 | 0.89% | 5.73% | 1.09% | -0.39% | -3.35% | 6.16% | -5.92% | 6.06% | -1.59% | 8.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AE50.DE is 56, 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 ETF STOXX Europe 50 UCITS ETF EUR (AE50.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 ETF STOXX Europe 50 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 ETF STOXX Europe 50 UCITS ETF EUR was 32.20%, occurring on Mar 18, 2020. Recovery took 247 trading sessions.
The current Amundi ETF STOXX Europe 50 UCITS ETF EUR drawdown is 2.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-32.2% | Feb 20, 2020 | 18 | Mar 18, 2020 | 247 | May 5, 2021 | 265 |
-24.2% | Apr 20, 2015 | 63 | Feb 10, 2016 | 260 | Apr 1, 2019 | 323 |
-12.15% | Jan 6, 2022 | 188 | Sep 29, 2022 | 40 | Nov 24, 2022 | 228 |
-7.41% | Jul 15, 2024 | 16 | Aug 5, 2024 | — | — | — |
-6.68% | May 22, 2023 | 115 | Oct 27, 2023 | 30 | Dec 8, 2023 | 145 |
Volatility
Volatility Chart
The current Amundi ETF STOXX Europe 50 UCITS ETF EUR volatility is 4.10%, 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.