Amundi Global Aggregate Green Bond UCITS ETF Acc (KLMT.DE)
KLMT.DE is a passive ETF by Amundi tracking the investment results of the Solactive Green Bond. KLMT.DE launched on Feb 21, 2017 and has a 0.25% expense ratio.
ETF Info
ISIN | LU1563454310 |
---|---|
WKN | LYX0WA |
Issuer | Amundi |
Inception Date | Feb 21, 2017 |
Category | Global Corporate Bonds |
Index Tracked | Solactive Green Bond |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Bond |
Expense Ratio
KLMT.DE has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi Global Aggregate Green Bond UCITS ETF Acc, 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 Global Aggregate Green Bond UCITS ETF Acc had a return of -0.40% year-to-date (YTD) and 4.82% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -0.40% | 11.29% |
1 month | 0.50% | 4.87% |
6 months | 4.79% | 17.88% |
1 year | 4.82% | 29.16% |
5 years (annualized) | N/A | 13.20% |
10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of KLMT.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 | -0.32% | -1.03% | 1.39% | -1.39% | -0.40% | ||||||||
2023 | 2.09% | -1.89% | 1.46% | 0.14% | 0.51% | -0.53% | -0.15% | 0.34% | -1.45% | -0.22% | 2.73% | 3.76% | 6.84% |
2022 | -1.54% | -3.01% | -1.91% | -3.32% | -1.84% | -2.68% | 6.05% | -5.07% | -3.69% | -0.66% | 2.12% | -3.71% | -18.07% |
2021 | -0.47% | -2.36% | 0.55% | -0.85% | -0.50% | 1.30% | 1.71% | -0.34% | -0.97% | -0.52% | 1.59% | -1.09% | -2.02% |
2020 | 0.94% | -4.35% | 2.47% | -0.11% | 1.13% | 0.22% | -1.02% | 1.16% | 0.90% | -0.06% | -0.40% | 0.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KLMT.DE is 38, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
KLMT.DE (Amundi Global Aggregate Green Bond UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi Global Aggregate Green Bond UCITS ETF Acc (KLMT.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 Amundi Global Aggregate Green Bond UCITS ETF 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 Global Aggregate Green Bond UCITS ETF Acc was 21.03%, occurring on Oct 19, 2023. The portfolio has not yet recovered.
The current Amundi Global Aggregate Green Bond UCITS ETF Acc drawdown is 15.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-21.03% | Nov 6, 2020 | 755 | Oct 19, 2023 | — | — | — |
-10.4% | Mar 6, 2020 | 7 | Mar 16, 2020 | 164 | Nov 5, 2020 | 171 |
-0.71% | Feb 26, 2020 | 2 | Feb 27, 2020 | 5 | Mar 5, 2020 | 7 |
-0.18% | Feb 11, 2020 | 1 | Feb 11, 2020 | 2 | Feb 13, 2020 | 3 |
-0.11% | Feb 5, 2020 | 1 | Feb 5, 2020 | 2 | Feb 7, 2020 | 3 |
Volatility
Volatility Chart
The current Amundi Global Aggregate Green Bond UCITS ETF Acc volatility is 1.44%, 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.