Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.L)
BNKE.L is a passive ETF by Amundi tracking the investment results of the MSCI World/Financials NR USD. BNKE.L launched on Nov 8, 2018 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU1829219390 |
|---|---|
| WKN | LYX0Z5 |
| Issuer | Amundi |
| Inception Date | Nov 8, 2018 |
| Category | Financials Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World/Financials NR USD |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
BNKE.L features an expense ratio of 0.30%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: BNKE.L vs. EXV1.DE, BNKE.L vs. EXX1.DE, BNKE.L vs. VUAA.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Lyxor EURO STOXX Banks (DR) 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 EURO STOXX Banks (DR) UCITS ETF - Acc had a return of 23.17% year-to-date (YTD) and 31.86% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.17% | 25.82% |
| 1 month | -0.52% | 3.20% |
| 6 months | -1.75% | 14.94% |
| 1 year | 31.86% | 35.92% |
| 5 years (annualized) | 13.20% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of BNKE.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 | 0.59% | 1.04% | 14.49% | 3.49% | 5.28% | -7.23% | 5.25% | -1.06% | 0.23% | 1.80% | 23.17% | ||
| 2023 | 14.92% | 6.07% | -13.38% | 2.57% | -4.49% | 9.17% | 5.82% | -1.92% | 1.39% | -2.87% | 7.77% | 2.71% | 27.75% |
| 2022 | 5.25% | -11.19% | -2.13% | -4.65% | 10.81% | -11.78% | -2.78% | 2.13% | 1.06% | 9.78% | 9.14% | 3.99% | 6.62% |
| 2021 | -6.07% | 16.37% | 3.36% | 7.17% | 6.87% | -5.44% | -1.47% | 4.47% | 4.68% | 2.09% | -7.09% | 5.02% | 31.33% |
| 2020 | -6.35% | -6.07% | -33.36% | 0.68% | 8.25% | 10.31% | -7.13% | 7.52% | -13.22% | -3.20% | 38.59% | -0.06% | -18.12% |
| 2019 | -2.92% | -7.28% | 7.23% | 0.13% | 2.60% | 3.28% | 2.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BNKE.L 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 Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.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 Lyxor EURO STOXX Banks (DR) 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 EURO STOXX Banks (DR) UCITS ETF - Acc was 48.52%, occurring on Apr 21, 2020. Recovery took 262 trading sessions.
The current Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc drawdown is 3.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.52% | Feb 13, 2020 | 47 | Apr 21, 2020 | 262 | May 14, 2021 | 309 |
| -34.21% | Feb 11, 2022 | 17 | Mar 7, 2022 | 214 | Jan 12, 2023 | 231 |
| -20.07% | Mar 7, 2023 | 14 | Mar 24, 2023 | 165 | Nov 17, 2023 | 179 |
| -14.49% | Jun 4, 2021 | 32 | Jul 19, 2021 | 51 | Sep 29, 2021 | 83 |
| -12.11% | Jul 30, 2019 | 13 | Aug 15, 2019 | 48 | Oct 23, 2019 | 61 |
Volatility
Volatility Chart
The current Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc volatility is 5.09%, 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.