Franklin S&P 500 Paris Aligned Climate UCITS ETF (FLX5.DE)
FLX5.DE is a passive ETF by Franklin Templeton tracking the investment results of the S&P 500 Net Zero 2050 Paris-Aligned ESG. FLX5.DE launched on Jul 29, 2020 and has a 0.07% expense ratio.
ETF Info
ISIN | IE00BMDPBZ72 |
---|---|
WKN | A2P5CL |
Issuer | Franklin Templeton |
Inception Date | Jul 29, 2020 |
Category | Large Cap Blend Equities |
Index Tracked | S&P 500 Net Zero 2050 Paris-Aligned ESG |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
FLX5.DE has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Franklin S&P 500 Paris Aligned Climate UCITS ETF, 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
Franklin S&P 500 Paris Aligned Climate UCITS ETF had a return of 12.78% year-to-date (YTD) and 31.77% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 12.78% | 10.00% |
1 month | 0.17% | 2.41% |
6 months | 18.50% | 16.70% |
1 year | 31.77% | 26.85% |
5 years (annualized) | N/A | 12.81% |
10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of FLX5.DE, 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 | 4.78% | 4.80% | 3.30% | -2.23% | 12.78% | ||||||||
2023 | 5.10% | 0.73% | 0.67% | -0.20% | 5.34% | 4.03% | 2.33% | 0.60% | -2.35% | -2.96% | 6.39% | 4.43% | 26.32% |
2022 | -6.83% | -2.96% | 5.56% | -3.81% | -4.87% | -5.39% | 11.68% | -1.96% | -5.33% | 4.52% | -1.75% | -6.43% | -17.71% |
2021 | 0.61% | 3.63% | 7.25% | 3.27% | -1.51% | 6.65% | 3.24% | 4.55% | -2.81% | 6.01% | 2.55% | 3.90% | 43.74% |
2020 | 0.07% | 7.24% | -2.02% | -1.97% | 7.44% | 1.15% | 12.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FLX5.DE is 89, placing it in the top 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
FLX5.DE (Franklin S&P 500 Paris Aligned Climate UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin S&P 500 Paris Aligned Climate UCITS ETF (FLX5.DE) 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 Franklin S&P 500 Paris Aligned Climate UCITS ETF. 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 Franklin S&P 500 Paris Aligned Climate UCITS ETF was 20.58%, occurring on Jun 16, 2022. Recovery took 377 trading sessions.
The current Franklin S&P 500 Paris Aligned Climate UCITS ETF drawdown is 0.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-20.58% | Dec 29, 2021 | 119 | Jun 16, 2022 | 377 | Dec 1, 2023 | 496 |
-8.55% | Sep 3, 2020 | 13 | Sep 21, 2020 | 16 | Oct 13, 2020 | 29 |
-6.58% | Oct 14, 2020 | 11 | Oct 28, 2020 | 8 | Nov 9, 2020 | 19 |
-5.09% | Aug 31, 2021 | 25 | Oct 4, 2021 | 11 | Oct 19, 2021 | 36 |
-4.6% | Nov 26, 2021 | 6 | Dec 3, 2021 | 15 | Dec 27, 2021 | 21 |
Volatility
Volatility Chart
The current Franklin S&P 500 Paris Aligned Climate UCITS ETF volatility is 4.65%, 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.