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 |
| 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 has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: 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 22.00% year-to-date (YTD) and 43.91% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.00% | 7.26% |
| 1 month | 4.85% | -2.63% |
| 6 months | 35.13% | 22.78% |
| 1 year | 43.91% | 22.71% |
| 5 years (annualized) | N/A | 11.87% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.59% | 1.04% | 14.49% | |||||||||
| 2023 | 1.39% | -2.87% | 7.77% | 2.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BNKE.L is 94, placing it in the top 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc(BNKE.L)
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.
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 0.90%.
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 6.02%, 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.