Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ.L)
ANRJ.L is a passive ETF by Amundi tracking the investment results of the MSCI World/Energy NR USD. ANRJ.L launched on Sep 28, 2010 and has a 0.25% expense ratio.
ETF Info
| ISIN | FR0010930644 |
|---|---|
| Issuer | Amundi |
| Inception Date | Sep 28, 2010 |
| Category | Energy Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Energy NR USD |
| Asset Class | Equity |
Expense Ratio
ANRJ.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: ANRJ.L vs. PMLP.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi ETF MSCI Europe Energy UCITS ETF, 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 MSCI Europe Energy UCITS ETF had a return of 10.78% year-to-date (YTD) and 17.71% in the last 12 months. Over the past 10 years, Amundi ETF MSCI Europe Energy UCITS ETF had an annualized return of 8.44%, while the S&P 500 had an annualized return of 11.41%, indicating that Amundi ETF MSCI Europe Energy UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.78% | 25.70% |
| 1 month | -3.01% | 3.51% |
| 6 months | 0.36% | 14.80% |
| 1 year | 17.71% | 37.91% |
| 5 years (annualized) | 9.27% | 14.18% |
| 10 years (annualized) | 8.44% | 11.41% |
Monthly Returns
The table below presents the monthly returns of ANRJ.L, 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 | -2.44% | 2.43% | 5.81% | -0.30% | 2.89% | -4.10% | 1.04% | 0.69% | 6.35% | -1.16% | 10.78% | ||
| 2023 | -0.38% | 4.56% | -6.91% | 3.92% | -10.20% | 3.81% | 3.80% | 3.20% | 8.82% | -7.58% | 3.45% | 4.88% | 9.79% |
| 2022 | 11.88% | 0.51% | 6.32% | 2.66% | 11.84% | -9.55% | 0.95% | 6.42% | -3.57% | 9.52% | 5.87% | -3.17% | 44.43% |
| 2021 | 1.35% | 7.87% | 0.29% | -1.46% | 2.69% | 2.75% | -3.89% | 2.54% | 13.70% | 1.47% | -5.53% | 3.53% | 26.78% |
| 2020 | -8.38% | -11.95% | -14.01% | -3.78% | 1.69% | 1.55% | -9.20% | 2.29% | -10.86% | -7.10% | 33.78% | 1.60% | -27.94% |
| 2019 | 4.05% | 1.42% | 2.88% | -0.10% | -2.14% | 4.69% | 0.08% | -7.92% | 5.07% | -4.43% | -0.61% | 1.43% | 3.65% |
| 2018 | -0.97% | -2.50% | -0.72% | 12.13% | 3.36% | 1.90% | 1.62% | -2.61% | 5.45% | -5.60% | -6.03% | -4.00% | 0.61% |
| 2017 | -4.69% | -0.55% | 1.67% | -3.59% | 4.84% | -4.85% | 3.86% | 2.20% | 3.64% | 5.02% | -0.58% | 2.94% | 9.59% |
| 2016 | 0.40% | 4.47% | 2.47% | 7.07% | -3.85% | 17.26% | -3.01% | 1.27% | 2.75% | 6.83% | -1.67% | 11.02% | 52.71% |
| 2015 | -1.50% | 6.06% | -4.33% | 8.60% | -4.50% | -6.76% | -0.58% | -6.91% | -5.89% | 8.75% | 1.54% | -6.00% | -12.61% |
| 2014 | -5.56% | 6.29% | 0.69% | 5.78% | 0.49% | 2.46% | -5.07% | 1.29% | -3.25% | -7.31% | -5.43% | -3.68% | -13.54% |
| 2013 | 10.16% | -4.01% | 2.12% | -2.48% | 3.77% | -5.97% | 5.66% | -0.53% | -1.90% | 5.85% | -2.00% | 1.72% | 11.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ANRJ.L is 44, 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 MSCI Europe Energy UCITS ETF (ANRJ.L) 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 MSCI Europe Energy UCITS ETF. 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 MSCI Europe Energy UCITS ETF was 57.08%, occurring on Mar 18, 2020. Recovery took 519 trading sessions.
The current Amundi ETF MSCI Europe Energy UCITS ETF drawdown is 4.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.08% | Oct 3, 2018 | 367 | Mar 18, 2020 | 519 | Apr 19, 2022 | 886 |
| -40.75% | Jun 25, 2014 | 397 | Jan 20, 2016 | 234 | Dec 20, 2016 | 631 |
| -19.81% | Jun 9, 2022 | 26 | Jul 14, 2022 | 76 | Nov 1, 2022 | 102 |
| -16.28% | Feb 17, 2023 | 69 | May 31, 2023 | 75 | Sep 14, 2023 | 144 |
| -11.45% | Jan 16, 2018 | 19 | Feb 9, 2018 | 48 | Apr 20, 2018 | 67 |
Volatility
Volatility Chart
The current Amundi ETF MSCI Europe Energy UCITS ETF volatility is 3.76%, 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.