Lyxor Green Bond (DR) UCITS ETF - Acc (CLIM.L)
CLIM.L is a passive ETF by Amundi tracking the investment results of the Bloomberg Gbl Agg Corp TR USD. CLIM.L launched on Feb 21, 2017 and has a 0.25% expense ratio.
ETF Info
| ISIN | LU1563454310 |
|---|---|
| WKN | LYX0WA |
| Issuer | Amundi |
| Inception Date | Feb 21, 2017 |
| Category | Global Corporate Bonds |
| Index Tracked | Bloomberg Gbl Agg Corp TR USD |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Bond |
Expense Ratio
CLIM.L 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.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Lyxor Green Bond (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 Green Bond (DR) UCITS ETF - Acc had a return of -2.22% year-to-date (YTD) and 2.67% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -2.22% | 10.00% |
| 1 month | -0.17% | 2.41% |
| 6 months | 2.55% | 16.70% |
| 1 year | 2.67% | 26.85% |
| 5 years (annualized) | -2.28% | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of CLIM.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 | -2.20% | -0.73% | 1.17% | -1.49% | -2.22% | ||||||||
| 2023 | 1.55% | -2.65% | 1.57% | 0.14% | -1.27% | -0.75% | -0.30% | 0.18% | -0.31% | 0.32% | 1.75% | 4.61% | 4.76% |
| 2022 | -2.08% | -2.29% | -1.44% | -3.90% | -0.48% | -1.44% | 3.04% | -2.04% | -2.03% | -3.01% | 2.80% | -1.18% | -13.39% |
| 2021 | -2.07% | -4.15% | -1.40% | 1.42% | -1.81% | 1.01% | 1.25% | 0.18% | -0.96% | -2.10% | 2.58% | -2.67% | -8.59% |
| 2020 | 1.13% | 3.46% | -1.94% | 0.38% | 3.97% | 1.95% | -0.72% | -1.74% | 2.82% | -0.06% | -0.45% | -0.03% | 8.92% |
| 2019 | -1.19% | -1.52% | 3.28% | 0.02% | 3.75% | 3.13% | 3.97% | 1.21% | -2.53% | -3.79% | -1.26% | -1.18% | 3.56% |
| 2018 | -3.43% | 1.50% | -0.58% | 0.49% | 1.27% | 1.00% | 0.67% | 0.86% | -1.32% | 0.29% | 0.05% | 1.29% | 1.99% |
| 2017 | -0.91% | -1.24% | 2.64% | -0.08% | 1.09% | 3.71% | -4.85% | 0.70% | -0.25% | -0.02% | 0.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CLIM.L is 22, indicating that it is in the bottom 22% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
CLIM.L (Lyxor Green Bond (DR) UCITS ETF - Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor Green Bond (DR) UCITS ETF - Acc (CLIM.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 Green Bond (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 Green Bond (DR) UCITS ETF - Acc was 25.39%, occurring on Jul 11, 2023. The portfolio has not yet recovered.
The current Lyxor Green Bond (DR) UCITS ETF - Acc drawdown is 20.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.39% | Dec 14, 2020 | 645 | Jul 11, 2023 | — | — | — |
| -10.9% | Aug 14, 2019 | 87 | Dec 13, 2019 | 187 | Sep 11, 2020 | 274 |
| -8.93% | Aug 30, 2017 | 155 | Apr 16, 2018 | 278 | May 22, 2019 | 433 |
| -2.77% | Jun 21, 2017 | 18 | Jul 14, 2017 | 14 | Aug 3, 2017 | 32 |
| -2.74% | Mar 30, 2017 | 26 | May 9, 2017 | 13 | May 26, 2017 | 39 |
Volatility
Volatility Chart
The current Lyxor Green Bond (DR) UCITS ETF - Acc volatility is 1.75%, 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.