Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc (APEX.L)
APEX.L is a passive ETF by Amundi tracking the investment results of the MSCI AC Asia Ex Japan NR USD. APEX.L launched on Feb 21, 2019 and has a 0.50% expense ratio.
ETF Info
| ISIN | LU1900068161 |
|---|---|
| WKN | LYX014 |
| Issuer | Amundi |
| Inception Date | Feb 21, 2019 |
| Category | Asia Pacific Equities |
| Index Tracked | MSCI AC Asia Ex Japan NR USD |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
APEX.L has a high expense ratio of 0.50%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: APEX.L vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Lyxor MSCI AC Asia Ex Japan UCITS ETF - 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
Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc had a return of 3.18% year-to-date (YTD) and 6.00% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.18% | 5.57% |
| 1 month | 0.70% | -4.16% |
| 6 months | 14.73% | 20.07% |
| 1 year | 6.00% | 20.82% |
| 5 years (annualized) | N/A | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.90% | 4.50% | 3.10% | |||||||||
| 2023 | -4.37% | 7.30% | 3.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APEX.L is 28, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc(APEX.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc (APEX.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Lyxor MSCI AC Asia Ex Japan UCITS ETF - 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 Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc was 43.98%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc drawdown is 27.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.98% | Mar 1, 2021 | 133 | Oct 24, 2022 | — | — | — |
| -2.36% | Jan 28, 2021 | 1 | Jan 28, 2021 | 2 | Feb 16, 2021 | 3 |
| -0.09% | Dec 15, 2020 | 1 | Dec 15, 2020 | 1 | Dec 16, 2020 | 2 |
Volatility
Volatility Chart
The current Lyxor MSCI AC Asia Ex Japan UCITS ETF - Acc volatility is 4.34%, 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.