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ISIN
LU1681049109
Issuer
Amundi
Inception Date
Nov 4, 2021
Category
S&P 500
Leveraged
1x (No leverage)
Index Tracked
S&P 500 Index (EUR Hedged)
Domicile
Luxembourg
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

H1D5.DE Performance Chart

Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) is up 7.8% since the beginning of the year. H1D5.DE is currently trading at €177 per share. Investors who bought €1,000 worth of H1D5.DE shares 5 years ago would now be looking at an investment worth €1,627.


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S&P 500 Index

Returns By Period

Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) has returned 7.77% so far this year and 17.66% over the past 12 months. Over the last ten years, H1D5.DE has had an annualized return of 12.69%, just under the S&P 500 Index benchmark’s 13.23%.


Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc)

1D
0.16%
1M
-1.01%
6M
8.69%
YTD
7.77%
1Y
17.66%
3Y*
17.64%
5Y*
10.23%
10Y*
12.69%

Benchmark (S&P 500 Index)

1D
-0.43%
1M
0.48%
6M
11.83%
YTD
12.30%
1Y
22.52%
3Y*
17.03%
5Y*
12.27%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

H1D5.DE Monthly Returns History

Based on dividend-adjusted daily data since May 9, 2012, H1D5.DE's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, an investment would double in approximately 5.5 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +11.2%, while the worst month was Feb 2020 at -10.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, H1D5.DE closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.0%, while the worst single day was Mar 12, 2020 at -8.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.30%-0.95%-6.66%11.17%5.80%-1.50%0.32%7.77%
20253.10%-3.66%-5.63%-0.93%6.96%4.86%3.03%0.80%2.87%2.80%-0.09%0.84%15.23%
20241.98%3.93%3.41%-3.35%2.44%5.57%0.38%1.17%2.37%-0.17%5.26%-1.90%22.75%
20235.51%-1.76%2.40%1.55%0.28%6.42%3.00%-1.37%-4.80%-3.43%8.97%5.22%23.18%
2022-7.01%-1.54%4.67%-8.12%-2.62%-8.63%8.39%-2.94%-8.32%5.49%1.92%-3.48%-21.57%
20210.02%2.99%3.82%5.05%0.31%2.42%2.38%3.05%-3.93%5.51%-0.14%4.46%28.78%

Benchmark Metrics

Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) has an annualized alpha of 6.24%, beta of 0.43, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since May 09, 2012.

  • This ETF participated in 83.59% of S&P 500 Index downside but only 80.06% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.43 may look defensive, but with R2 of 0.24 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 0.24 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
6.24%
Beta
0.43
0.24
Upside Capture
80.06%
Downside Capture
83.59%

Expense Ratio

H1D5.DE has an expense ratio of 0.28%, placing it in the medium range.


Return for Risk

Risk / Return Rank

H1D5.DE ranks 52 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


H1D5.DE Risk / Return Rank: 5252
Overall Rank
H1D5.DE Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
H1D5.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
H1D5.DE Omega Ratio Rank: 4949
Omega Ratio Rank
H1D5.DE Calmar Ratio Rank: 4949
Calmar Ratio Rank
H1D5.DE Martin Ratio Rank: 5656
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 Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) 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.


H1D5.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.45

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.26

1.35

-0.09

Calmar ratioReturn relative to maximum drawdown

2.03

3.18

-1.15

Martin ratioReturn relative to average drawdown

8.17

11.76

-3.60

Dividends

Dividend History


Amundi S&P 500 Swap UCITS ETF EUR Hedged (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 Amundi S&P 500 Swap UCITS ETF EUR Hedged (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 Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) was 33.97%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) drawdown is 1.58%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-33.97%Mar 2020
1mo 2d4mo 21d
5mo 23dFeb 2020 - Aug 2020
Bear market2022
-25.97%Oct 2022
9mo 12d1y 3mo
2y 1moJan 2022 - Feb 2024
2025 selloff2025
-18.36%Apr 2025
1mo 18d2mo 19d
4mo 7dFeb 2025 - Jun 2025
Rate-hike selloffLate 2018
-17.39%Dec 2018
3mo 4d6mo 8d
9mo 12dSep 2018 - Jul 2019
2016 correction2016
-14.11%Feb 2016
8mo 25d3mo 27d
1y 17dMay 2015 - Jun 2016

Drawdown Indicators


H1D5.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-33.97%

-51.62%

+17.65%

Max Drawdown (1Y)

Largest decline over 1 year

-8.66%

-7.57%

-1.09%

Max Drawdown (3Y)

Largest decline over 3 years

-18.36%

-23.99%

+5.63%

Max Drawdown (5Y)

Largest decline over 5 years

-25.97%

-23.99%

-1.98%

Max Drawdown (10Y)

Largest decline over 10 years

-33.97%

-33.42%

-0.55%

Current Drawdown

Current decline from peak

-1.58%

-0.43%

-1.15%

Average Drawdown

Average peak-to-trough decline

-4.18%

-9.08%

+4.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.16%

2.04%

+0.12%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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