Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L)
EPRA.L is a passive ETF by Amundi tracking the investment results of the FTSE EPRA Nareit Global TR USD. EPRA.L launched on Nov 11, 2016 and has a 0.10% expense ratio.
ETF Info
| ISIN | LU1437018838 |
|---|---|
| Issuer | Amundi |
| Inception Date | Nov 11, 2016 |
| Category | REIT |
| Index Tracked | FTSE EPRA Nareit Global TR USD |
| Asset Class | Real Estate |
Expense Ratio
The Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR features an expense ratio of 0.10%, falling within the medium range.
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 Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR, 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 Index FTSE EPRA NAREIT Global UCITS ETF DR had a return of -6.60% year-to-date (YTD) and 0.27% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -6.60% | 5.84% |
| 1 month | -3.50% | -2.98% |
| 6 months | 9.09% | 22.02% |
| 1 year | 0.27% | 24.47% |
| 5 years (annualized) | -0.69% | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.55% | -1.01% | 3.49% | |||||||||
| 2023 | -2.43% | -4.78% | 6.08% | 9.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR(EPRA.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.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 Index FTSE EPRA NAREIT Global UCITS ETF DR. 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 Index FTSE EPRA NAREIT Global UCITS ETF DR was 35.65%, occurring on Mar 23, 2020. Recovery took 359 trading sessions.
The current Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR drawdown is 18.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.65% | Oct 10, 2019 | 114 | Mar 23, 2020 | 359 | Sep 1, 2021 | 473 |
| -26.59% | Apr 27, 2022 | 380 | Oct 30, 2023 | — | — | — |
| -12.9% | Aug 25, 2017 | 145 | Mar 26, 2018 | 60 | Jun 22, 2018 | 205 |
| -10.23% | Aug 21, 2018 | 38 | Oct 12, 2018 | 77 | Feb 5, 2019 | 115 |
| -10.09% | Jan 5, 2022 | 37 | Feb 24, 2022 | 38 | Apr 21, 2022 | 75 |
Volatility
Volatility Chart
The current Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR volatility is 4.52%, 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.