Amundi S&P 500 Buyback USD UCITS (BYBU.L)
BYBU.L is a passive ETF by Amundi tracking the investment results of the Russell 1000 Value TR USD. BYBU.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 |
| Leveraged | 1x |
| Index Tracked | Russell 1000 Value TR USD |
| Asset Class | Equity |
Expense Ratio
BYBU.L has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BYBU.L vs. QQQ
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 12.72% year-to-date (YTD) and 21.47% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.72% | 18.42% |
| 1 month | 0.99% | 2.28% |
| 6 months | 7.30% | 9.95% |
| 1 year | 21.47% | 25.31% |
| 5 years (annualized) | 13.50% | 14.08% |
| 10 years (annualized) | N/A | 10.95% |
Monthly Returns
The table below presents the monthly returns of BYBU.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 | 1.25% | 2.84% | 5.19% | -5.64% | 0.16% | 2.13% | 5.58% | 12.72% | |||||
| 2023 | 7.70% | -1.61% | -4.13% | 1.13% | -5.50% | 9.41% | 4.24% | -2.78% | -2.46% | -4.90% | 8.25% | 7.32% | 15.99% |
| 2022 | -5.82% | 0.15% | 2.33% | -5.02% | -0.11% | -10.42% | 6.74% | -1.53% | -7.55% | 9.68% | 3.40% | -2.93% | -12.28% |
| 2021 | 3.10% | 5.99% | 6.18% | 3.65% | 1.53% | 0.38% | 2.52% | 3.61% | -4.78% | 4.00% | -0.69% | 5.41% | 34.97% |
| 2020 | -3.42% | -10.32% | -18.10% | 11.91% | 1.88% | 2.31% | 2.71% | 6.08% | -3.10% | -1.46% | 16.65% | 5.11% | 5.56% |
| 2019 | 10.84% | 4.21% | -1.12% | 5.03% | -7.55% | 7.43% | 2.45% | -6.13% | 4.94% | 1.87% | 5.40% | 1.87% | 31.53% |
| 2018 | 5.89% | -3.59% | -3.91% | 1.98% | 0.15% | 1.07% | 3.09% | 2.50% | 0.07% | -6.56% | 1.09% | -10.49% | -9.48% |
| 2017 | 0.15% | 4.04% | -0.03% | 0.01% | -0.12% | 2.32% | 1.75% | -1.83% | 3.79% | 1.62% | 4.49% | 3.18% | 20.93% |
| 2016 | -9.00% | 5.17% | 6.49% | -1.52% | 1.41% | -2.55% | 6.49% | 2.03% | 0.10% | -1.61% | 7.71% | 0.97% | 15.43% |
| 2015 | -0.49% | -1.64% | 1.11% | -6.52% | -4.99% | 9.91% | -1.01% | -3.70% | -7.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BYBU.L is 66, 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 USD UCITS (BYBU.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 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 43.01%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current Amundi S&P 500 Buyback USD UCITS drawdown is 0.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.01% | Jan 20, 2020 | 46 | Mar 23, 2020 | 163 | Nov 24, 2020 | 209 |
| -22.69% | Jan 6, 2022 | 182 | Sep 27, 2022 | 316 | Dec 28, 2023 | 498 |
| -21.28% | Jun 23, 2015 | 164 | Feb 11, 2016 | 190 | Nov 10, 2016 | 354 |
| -18.41% | Sep 24, 2018 | 66 | Dec 27, 2018 | 80 | Apr 24, 2019 | 146 |
| -10.15% | Jan 30, 2018 | 66 | May 3, 2018 | 80 | Aug 28, 2018 | 146 |
Volatility
Volatility Chart
The current Amundi S&P 500 Buyback USD UCITS volatility is 4.99%, 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.