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Issuer
Franklin
Inception Date
Apr 29, 2019
Category
Global Bonds
Leveraged
1x (No leverage)
Index Tracked
Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc)
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


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Performance

FVUG.L Performance Chart

Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) (FVUG.L) is down 2.3% since the beginning of the year. FVUG.L is currently trading at £20 per share. Investors who bought £1,000 worth of FVUG.L shares 5 years ago would now be looking at an investment worth £885.


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S&P 500 Index

Returns By Period

Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) (FVUG.L) has returned -2.28% so far this year and -0.85% over the past 12 months.


Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc)

1D
-0.71%
1M
-2.23%
6M
-2.05%
YTD
-2.28%
1Y
-0.85%
3Y*
2.92%
5Y*
-2.41%
10Y*

Benchmark (S&P 500 Index)

1D
-0.66%
1M
-0.64%
6M
8.66%
YTD
10.17%
1Y
19.99%
3Y*
17.60%
5Y*
12.23%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FVUG.L Monthly Returns History

Based on dividend-adjusted daily data since Apr 29, 2019, FVUG.L's average daily return is -0.01%, while the average monthly return is -0.21%.

Historically, 49% of months were positive and 51% were negative. The best month was Dec 2023 with a return of +4.8%, while the worst month was May 2019 at -11.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, FVUG.L closed higher 46% of trading days. The best single day was Mar 23, 2020 with a return of +2.9%, while the worst single day was May 2, 2019 at -14.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.14%2.31%-2.68%-0.48%1.36%-0.19%-2.38%-2.28%
20250.56%-0.51%-0.61%2.91%-0.94%1.91%1.03%0.05%1.22%1.30%-0.43%-0.72%5.85%
2024-2.29%-0.66%1.13%-1.58%-0.05%0.05%1.50%0.00%0.00%0.41%0.66%-1.01%-1.90%
20231.74%-2.90%2.08%0.16%-2.03%-0.32%0.11%-0.16%-1.07%0.81%2.57%4.75%5.64%
2022-2.48%-2.77%-1.05%-4.32%-0.60%-2.42%2.33%-1.52%-3.08%-2.38%4.02%-0.99%-14.50%
2021-2.04%-3.83%-1.95%1.90%-1.61%0.53%1.01%0.17%-1.08%-2.37%1.57%-1.90%-9.35%

Benchmark Metrics

Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) has an annualized alpha of -1.97%, beta of 0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 29, 2019.

  • This ETF participated in 42.75% of S&P 500 Index downside but only 10.72% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.02 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.97%
Beta
0.02
0.00
Upside Capture
10.72%
Downside Capture
42.75%

Expense Ratio

FVUG.L has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

FVUG.L ranks 7 for risk / return — in the bottom 7% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FVUG.L Risk / Return Rank: 77
Overall Rank
FVUG.L Sharpe Ratio Rank: 88
Sharpe Ratio Rank
FVUG.L Sortino Ratio Rank: 77
Sortino Ratio Rank
FVUG.L Omega Ratio Rank: 77
Omega Ratio Rank
FVUG.L Calmar Ratio Rank: 88
Calmar Ratio Rank
FVUG.L Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) (FVUG.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FVUG.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.84

Sortino ratioReturn per unit of downside risk

-2.44

Omega ratioGain probability vs. loss probability

0.98

1.31

-0.33

Calmar ratioReturn relative to maximum drawdown

-0.20

2.50

-2.70

Martin ratioReturn relative to average drawdown

-0.45

9.11

-9.56

Dividends

Dividend History


Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Franklin Sustainable Euro Green Bond UCITS ETF EUR (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 Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) was 27.48%, occurring on Oct 17, 2022. The portfolio has not yet recovered.

The current Franklin Sustainable Euro Green Bond UCITS ETF EUR (Acc) drawdown is 18.75%.


Drawdown

Fall

Recovery

Underwater

Related event

-27.48%Oct 2022
1y 10mo
5y 7moDec 2020 - now
Bear market2022
-14.92%May 2019
3d1y 7mo
1y 7moApr 2019 - Dec 2020

Drawdown Indicators


FVUG.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-27.48%

-37.07%

+9.59%

Max Drawdown (1Y)

Largest decline over 1 year

-4.35%

-8.03%

+3.68%

Max Drawdown (3Y)

Largest decline over 3 years

-5.06%

-22.15%

+17.09%

Max Drawdown (5Y)

Largest decline over 5 years

-22.03%

-22.15%

+0.12%

Max Drawdown (10Y)

Largest decline over 10 years

-26.01%

Current Drawdown

Current decline from peak

-18.75%

-1.42%

-17.33%

Average Drawdown

Average peak-to-trough decline

-15.96%

-5.29%

-10.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.88%

2.20%

-0.32%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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