Amundi MSCI USA UCITS USD (CU2U.L)
CU2U.L is a passive ETF by Amundi tracking the investment results of the Russell 1000 TR USD. CU2U.L launched on Apr 18, 2018 and has a 0.18% expense ratio.
ETF Info
| ISIN | LU1681042948 |
|---|---|
| Issuer | Amundi |
| Inception Date | Apr 18, 2018 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
The Amundi MSCI USA UCITS USD features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Amundi MSCI USA UCITS USD, 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 MSCI USA UCITS USD had a return of 4.79% year-to-date (YTD) and 23.20% in the last 12 months. Over the past 10 years, Amundi MSCI USA UCITS USD had an annualized return of 11.92%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.79% | 6.30% |
| 1 month | -4.22% | -3.13% |
| 6 months | 19.40% | 19.37% |
| 1 year | 23.20% | 22.56% |
| 5 years (annualized) | 12.80% | 11.65% |
| 10 years (annualized) | 11.92% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.94% | 4.22% | 3.51% | |||||||||
| 2023 | -4.31% | -4.60% | 10.23% | 5.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Amundi MSCI USA UCITS USD(CU2U.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI USA UCITS USD (CU2U.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 MSCI USA UCITS USD. 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 MSCI USA UCITS USD was 34.38%, occurring on Mar 23, 2020. Recovery took 90 trading sessions.
The current Amundi MSCI USA UCITS USD drawdown is 4.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.38% | Feb 20, 2020 | 23 | Mar 23, 2020 | 90 | Aug 7, 2020 | 113 |
| -25.42% | Jan 4, 2022 | 195 | Oct 12, 2022 | 300 | Dec 19, 2023 | 495 |
| -19.35% | Jun 6, 2011 | 30 | Oct 4, 2011 | 10 | Feb 14, 2012 | 40 |
| -16.8% | Sep 24, 2018 | 66 | Dec 27, 2018 | 76 | Apr 16, 2019 | 142 |
| -14.88% | Jun 23, 2015 | 164 | Feb 11, 2016 | 79 | Jun 7, 2016 | 243 |
Volatility
Volatility Chart
The current Amundi MSCI USA UCITS USD volatility is 3.36%, 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.