Amundi Index MSCI Europe SRI PAB UCITS ETF DR (C) (ESRG.L)
To track the performance of MSCI Europe SRI 5% Issuer Capped (the Index),and to minimize the tracking error between the net asset value of the sub-fundand the performance of the Index.
ETF Info
LU1861137484
A2JSDC
Sep 11, 2018
1x
MSCI Europe NR EUR
Luxembourg
Accumulating
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi Index MSCI Europe SRI PAB UCITS ETF DR (C), 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 MSCI Europe SRI PAB UCITS ETF DR (C) had a return of 2.22% year-to-date (YTD) and 6.97% in the last 12 months.
ESRG.L
2.22%
-4.93%
-6.63%
6.97%
6.60%
N/A
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of ESRG.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 | 0.53% | 2.89% | 2.73% | -2.31% | 4.04% | -1.02% | 0.36% | 1.65% | -1.24% | -3.34% | 2.22% | ||
| 2023 | 6.06% | 0.92% | 1.48% | 2.22% | -4.82% | 1.56% | 1.48% | -2.48% | -1.30% | -2.54% | 7.05% | 4.60% | 14.42% |
| 2022 | -6.92% | -3.47% | 2.59% | -2.23% | -2.41% | -5.13% | 6.68% | -3.38% | -5.77% | 3.03% | 7.66% | -0.43% | -10.50% |
| 2021 | -2.11% | -0.70% | 3.85% | 4.77% | 1.22% | 2.31% | 2.97% | 3.54% | -4.03% | 3.17% | -1.38% | 4.14% | 18.74% |
| 2020 | -1.61% | -2.91% | -13.69% | 6.95% | 7.61% | 4.17% | -1.99% | 2.88% | 0.05% | -6.90% | 13.20% | 3.19% | 8.47% |
| 2019 | -0.13% | 1.31% | 1.42% | 2.62% |
Expense Ratio
ESRG.L has an expense ratio of 0.18%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ESRG.L is 23, indicating that it is in the bottom 23% 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 Amundi Index MSCI Europe SRI PAB UCITS ETF DR (C) (ESRG.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 Amundi Index MSCI Europe SRI PAB UCITS ETF DR (C). 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 MSCI Europe SRI PAB UCITS ETF DR (C) was 24.73%, occurring on Mar 13, 2020. Recovery took 115 trading sessions.
The current Amundi Index MSCI Europe SRI PAB UCITS ETF DR (C) drawdown is 7.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.73% | Feb 20, 2020 | 17 | Mar 13, 2020 | 115 | Sep 15, 2020 | 132 |
| -21.28% | Nov 15, 2021 | 228 | Oct 13, 2022 | 299 | Dec 19, 2023 | 527 |
| -10.45% | Sep 16, 2020 | 33 | Oct 30, 2020 | 8 | Nov 11, 2020 | 41 |
| -7.31% | Jun 7, 2024 | 113 | Nov 13, 2024 | — | — | — |
| -6.66% | Sep 7, 2021 | 22 | Oct 6, 2021 | 19 | Nov 2, 2021 | 41 |
Volatility
Volatility Chart
The current Amundi Index MSCI Europe SRI PAB UCITS ETF DR (C) volatility is 3.32%, 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.