Lyxor Euro Government Green Bond (DR) UCITS ETF - Acc (EART.L)
EART.L is a passive ETF by Amundi tracking the investment results of the Bloomberg Euro Agg Govt TR EUR. EART.L launched on Jun 25, 2021 and has a 0.20% expense ratio.
ETF Info
ISIN | LU2356220926 |
---|---|
WKN | LYX9ZR |
Issuer | Amundi |
Inception Date | Jun 25, 2021 |
Category | European Government Bonds |
Leveraged | 1x |
Index Tracked | Bloomberg Euro Agg Govt TR EUR |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Bond |
Expense Ratio
EART.L has an expense ratio of 0.20%, 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.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Lyxor Euro Government 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 Euro Government Green Bond (DR) UCITS ETF - Acc had a return of -2.83% year-to-date (YTD) and 6.40% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -2.83% | 13.39% |
1 month | -0.32% | 4.02% |
6 months | 0.30% | 5.56% |
1 year | 6.40% | 21.51% |
5 years (annualized) | N/A | 12.69% |
10 years (annualized) | N/A | 10.55% |
Monthly Returns
The table below presents the monthly returns of EART.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 | -3.27% | -1.18% | 1.28% | -2.51% | -0.74% | -0.51% | 2.56% | -0.11% | -2.83% | ||||
2023 | 3.23% | -5.05% | 4.00% | -0.42% | -1.61% | 0.14% | -1.19% | 0.08% | -3.64% | 0.44% | 4.22% | 6.94% | 6.69% |
2022 | -2.47% | -2.58% | -3.54% | -7.52% | -2.11% | -2.60% | 5.09% | -6.00% | -5.28% | -2.26% | 5.37% | -5.49% | -26.41% |
2021 | 1.61% | -0.39% | -2.56% | -1.73% | 3.96% | -4.37% | -3.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EART.L is 21, indicating that it is in the bottom 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor Euro Government Green Bond (DR) UCITS ETF - Acc (EART.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 Lyxor Euro Government 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 Euro Government Green Bond (DR) UCITS ETF - Acc was 35.57%, occurring on Oct 3, 2023. The portfolio has not yet recovered.
The current Lyxor Euro Government Green Bond (DR) UCITS ETF - Acc drawdown is 28.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-35.57% | Aug 23, 2021 | 531 | Oct 3, 2023 | — | — | — |
-1.53% | Jul 21, 2021 | 6 | Jul 28, 2021 | 16 | Aug 19, 2021 | 22 |
Volatility
Volatility Chart
The current Lyxor Euro Government Green Bond (DR) UCITS ETF - Acc volatility is 2.53%, 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.