Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L)
CACX.L is a passive ETF by Amundi tracking the investment results of the Euronext Paris CAC 40 NR EUR. CACX.L launched on Dec 13, 2018 and has a 0.25% expense ratio.
ETF Info
| ISIN | FR0007052782 |
|---|---|
| WKN | 626678 |
| Issuer | Amundi |
| Inception Date | Dec 13, 2018 |
| Category | Europe Equities |
| Index Tracked | Euronext Paris CAC 40 NR EUR |
| Domicile | France |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
CACX.L has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Lyxor CAC 40 (DR) UCITS ETF - Dist, 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 CAC 40 (DR) UCITS ETF - Dist had a return of 4.42% year-to-date (YTD) and 3.95% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.42% | 5.57% |
| 1 month | -2.34% | -4.16% |
| 6 months | 11.67% | 20.07% |
| 1 year | 3.95% | 20.82% |
| 5 years (annualized) | 7.61% | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.47% | 4.03% | 3.27% | |||||||||
| 2023 | -3.18% | 5.40% | 1.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CACX.L is 30, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Lyxor CAC 40 (DR) UCITS ETF - Dist(CACX.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Lyxor CAC 40 (DR) UCITS ETF - Dist granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.02 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.02 | £0.02 | £0.01 | £0.01 | £0.01 | £0.02 | £0.02 | £0.01 | £0.01 | £0.01 | £0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Lyxor CAC 40 (DR) UCITS ETF - Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.00 | |||||||||
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2014 | £0.00 |
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 CAC 40 (DR) UCITS ETF - Dist. 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 CAC 40 (DR) UCITS ETF - Dist was 32.83%, occurring on Mar 18, 2020. Recovery took 249 trading sessions.
The current Lyxor CAC 40 (DR) UCITS ETF - Dist drawdown is 2.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.83% | Jan 20, 2020 | 43 | Mar 18, 2020 | 249 | Mar 12, 2021 | 292 |
| -19.41% | Apr 13, 2015 | 213 | Feb 11, 2016 | 126 | Aug 11, 2016 | 339 |
| -19.36% | Jan 6, 2022 | 43 | Mar 7, 2022 | 213 | Jan 12, 2023 | 256 |
| -17.78% | May 23, 2018 | 153 | Dec 27, 2018 | 118 | Jun 18, 2019 | 271 |
| -12.49% | Sep 9, 2014 | 28 | Oct 16, 2014 | 90 | Feb 24, 2015 | 118 |
Volatility
Volatility Chart
The current Lyxor CAC 40 (DR) UCITS ETF - Dist volatility is 3.62%, 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.