Amundi S&P 500 Buyback USD UCITS (BYBG.L)
BYBG.L is a passive ETF by Amundi tracking the investment results of the Russell 1000 Value TR USD. BYBG.L launched on Jan 31, 2018 and has a 0.05% expense ratio.
ETF Info
| ISIN | LU1681048556 |
|---|---|
| Issuer | Amundi |
| Inception Date | Jan 31, 2018 |
| Category | Large Cap Value Equities |
| Index Tracked | Russell 1000 Value TR USD |
| Asset Class | Equity |
Expense Ratio
BYBG.L has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Popular comparisons: BYBG.L vs. QQQ, BYBG.L vs. VOO, BYBG.L vs. IWF
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi S&P 500 Buyback USD UCITS, 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 USD UCITS had a return of 4.09% year-to-date (YTD) and 17.72% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.09% | 6.17% |
| 1 month | -4.95% | -2.72% |
| 6 months | 13.18% | 17.29% |
| 1 year | 17.72% | 23.80% |
| 5 years (annualized) | 11.23% | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.57% | 3.47% | 5.11% | -4.75% | ||||||||
| 2023 | -4.25% | 3.80% | 6.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BYBG.L is 81, placing it in the top 19% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Amundi S&P 500 Buyback USD UCITS(BYBG.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P 500 Buyback USD UCITS (BYBG.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 Amundi S&P 500 Buyback USD UCITS. 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 USD UCITS was 35.57%, occurring on Mar 23, 2020. Recovery took 175 trading sessions.
The current Amundi S&P 500 Buyback USD UCITS drawdown is 5.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.57% | Feb 21, 2020 | 22 | Mar 23, 2020 | 175 | Dec 10, 2020 | 197 |
| -16.56% | May 5, 2015 | 198 | Feb 11, 2016 | 28 | Mar 22, 2016 | 226 |
| -15.89% | Sep 5, 2018 | 79 | Dec 27, 2018 | 79 | Apr 23, 2019 | 158 |
| -14.05% | Feb 6, 2023 | 79 | Jun 1, 2023 | 143 | Dec 20, 2023 | 222 |
| -12.9% | Jan 6, 2022 | 111 | Jun 16, 2022 | 41 | Aug 12, 2022 | 152 |
Volatility
Volatility Chart
The current Amundi S&P 500 Buyback USD UCITS volatility is 3.11%, 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.