Amundi S&P 500 Buyback UCITS ETF EUR (B500.DE)
B500.DE is a passive ETF by Amundi tracking the investment results of the S&P 500 Buyback. B500.DE launched on Jan 31, 2018 and has a 0.15% expense ratio.
ETF Info
| ISIN | LU1681048127 |
|---|---|
| WKN | A2H562 |
| Issuer | Amundi |
| Inception Date | Jan 31, 2018 |
| Category | Large Cap Value Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 Buyback |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid |
Asset Class Style | Value |
Expense Ratio
B500.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: B500.DE vs. CSPX.L, B500.DE vs. IWF
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi S&P 500 Buyback 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 S&P 500 Buyback UCITS ETF EUR had a return of 9.76% year-to-date (YTD) and 16.08% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.76% | 15.21% |
| 1 month | 1.01% | 2.83% |
| 6 months | 2.07% | 6.19% |
| 1 year | 16.08% | 22.46% |
| 5 years (annualized) | 11.38% | 12.84% |
| 10 years (annualized) | N/A | 10.74% |
Monthly Returns
The table below presents the monthly returns of B500.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 | 3.34% | 3.13% | 5.28% | -4.62% | -1.25% | 3.33% | 4.54% | -1.26% | 9.76% | ||||
| 2023 | 6.11% | 0.73% | -6.41% | -0.39% | -2.12% | 6.75% | 3.10% | -1.12% | -0.06% | -4.64% | 4.82% | 5.74% | 12.10% |
| 2022 | -4.74% | -0.20% | 3.46% | 0.28% | -1.96% | -8.30% | 9.69% | -0.17% | -5.16% | 8.65% | -0.86% | -6.41% | -7.18% |
| 2021 | 4.61% | 6.95% | 8.95% | 1.13% | -0.40% | 3.88% | 2.38% | 4.27% | -3.30% | 4.56% | 1.59% | 5.12% | 47.02% |
| 2020 | -2.82% | -9.55% | -18.32% | 12.54% | 0.35% | 0.84% | -2.33% | 4.88% | -1.10% | -0.76% | 13.78% | 1.93% | -4.65% |
| 2019 | 10.01% | 5.03% | 0.23% | 5.26% | -7.17% | 5.27% | 4.77% | -4.83% | 5.65% | -0.39% | 6.59% | 0.83% | 34.36% |
| 2018 | 2.26% | -2.16% | -4.38% | 3.93% | 3.61% | 0.99% | 2.94% | 3.23% | 0.01% | -3.99% | 0.98% | -10.95% | -4.54% |
| 2017 | -2.45% | 5.94% | -0.71% | -1.94% | -3.15% | 0.92% | -1.59% | -2.67% | 4.45% | 2.98% | 2.22% | 2.44% | 6.13% |
| 2016 | -8.72% | 4.88% | 1.31% | -2.23% | 4.46% | -2.11% | 5.78% | 2.11% | -0.66% | 0.96% | 11.71% | 1.29% | 18.84% |
| 2015 | -5.49% | 1.73% | -3.28% | 2.15% | -8.26% | -4.30% | 11.37% | 3.40% | -6.27% | -9.98% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of B500.DE is 51, 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 S&P 500 Buyback UCITS ETF EUR (B500.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 S&P 500 Buyback 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 S&P 500 Buyback UCITS ETF EUR was 42.49%, occurring on Mar 23, 2020. Recovery took 221 trading sessions.
The current Amundi S&P 500 Buyback UCITS ETF EUR drawdown is 3.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.49% | Feb 20, 2020 | 23 | Mar 23, 2020 | 221 | Feb 5, 2021 | 244 |
| -26.7% | Apr 16, 2015 | 210 | Feb 11, 2016 | 193 | Nov 14, 2016 | 403 |
| -16.05% | Aug 21, 2018 | 89 | Dec 27, 2018 | 34 | Feb 15, 2019 | 123 |
| -14.76% | Apr 21, 2022 | 41 | Jun 16, 2022 | 43 | Aug 16, 2022 | 84 |
| -13.59% | Aug 17, 2022 | 183 | May 4, 2023 | 160 | Dec 14, 2023 | 343 |
Volatility
Volatility Chart
The current Amundi S&P 500 Buyback UCITS ETF EUR volatility is 3.93%, 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.