Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L)
CB5.L is a passive ETF by Amundi tracking the investment results of the MSCI World/Financials NR USD. CB5.L launched on Dec 4, 2008 and has a 0.25% expense ratio.
ETF Info
| ISIN | FR0010688176 |
|---|---|
| Issuer | Amundi |
| Inception Date | Dec 4, 2008 |
| Category | Financials Equities |
| Index Tracked | MSCI World/Financials NR USD |
| Asset Class | Equity |
Expense Ratio
The Amundi ETF MSCI Europe Banks UCITS ETF has a high expense ratio of 0.25%, indicating higher-than-average management fees.
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: CB5.L vs. X7PP.L, CB5.L vs. UIFS.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi ETF MSCI Europe Banks UCITS ETF, 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 ETF MSCI Europe Banks UCITS ETF had a return of 16.43% year-to-date (YTD) and 31.31% in the last 12 months. Over the past 10 years, Amundi ETF MSCI Europe Banks UCITS ETF had an annualized return of 3.80%, while the S&P 500 had an annualized return of 10.55%, indicating that Amundi ETF MSCI Europe Banks UCITS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.43% | 6.33% |
| 1 month | 5.23% | -2.81% |
| 6 months | 27.95% | 21.13% |
| 1 year | 31.31% | 24.56% |
| 5 years (annualized) | 8.34% | 11.55% |
| 10 years (annualized) | 3.80% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.67% | 2.22% | 10.37% | |||||||||
| 2023 | 4.13% | -6.20% | 6.28% | 4.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Amundi ETF MSCI Europe Banks UCITS ETF(CB5.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi ETF MSCI Europe Banks UCITS ETF (CB5.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 ETF MSCI Europe Banks UCITS ETF. 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 ETF MSCI Europe Banks UCITS ETF was 56.45%, occurring on Apr 21, 2020. Recovery took 921 trading sessions.
The current Amundi ETF MSCI Europe Banks UCITS ETF drawdown is 1.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.45% | Aug 9, 2017 | 678 | Apr 21, 2020 | 921 | Dec 20, 2023 | 1599 |
| -38.41% | Jul 6, 2011 | 19 | May 22, 2012 | 46 | May 22, 2013 | 65 |
| -36.38% | Jan 17, 2014 | 522 | Feb 11, 2016 | 247 | Feb 3, 2017 | 769 |
| -13.42% | May 23, 2013 | 23 | Jun 25, 2013 | 27 | Aug 1, 2013 | 50 |
| -8% | Mar 13, 2017 | 25 | Apr 18, 2017 | 4 | Apr 24, 2017 | 29 |
Volatility
Volatility Chart
The current Amundi ETF MSCI Europe Banks UCITS ETF volatility is 5.75%, 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.