Amundi MSCI Europe ESG Leaders UCITS ETF Acc (LEAD.DE)
The ETF is a passively managed fund aiming to track the MSCI Europe ESG Leaders Net Total Return Index, providing exposure to large and mid cap stocks in developed European countries with high ESG ratings while minimizing tracking error. The fund supports environmental and/or social characteristics as per article 8 of SFDR.
ETF Info
ISIN | LU1940199711 |
---|---|
WKN | LYX99A |
Issuer | Amundi |
Inception Date | Feb 12, 2019 |
Category | Europe Equities |
Leveraged | 1x |
Index Tracked | MSCI Europe ESG Leaders |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
LEAD.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: LEAD.DE vs. XZEU.DE, LEAD.DE vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi MSCI Europe ESG Leaders 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 MSCI Europe ESG Leaders UCITS ETF Acc had a return of 10.49% year-to-date (YTD) and 16.76% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.49% | 17.79% |
1 month | -0.18% | 0.18% |
6 months | 4.05% | 7.53% |
1 year | 16.76% | 26.42% |
5 years (annualized) | 8.74% | 13.48% |
10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of LEAD.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 | 2.12% | 1.75% | 3.51% | -0.08% | 3.76% | -0.38% | 0.35% | 1.47% | 10.49% | ||||
2023 | 6.71% | 1.55% | 0.28% | 2.67% | -2.15% | 2.12% | 1.93% | -2.65% | -1.55% | -3.32% | 6.18% | 3.98% | 16.25% |
2022 | -4.14% | -4.60% | 1.07% | -0.38% | -1.63% | -6.67% | 7.77% | -5.68% | -6.91% | 5.97% | 7.40% | -3.09% | -11.76% |
2021 | -1.25% | 1.76% | 6.78% | 1.20% | 2.53% | 2.09% | 2.20% | 2.66% | -3.76% | 5.07% | -2.30% | 5.96% | 24.84% |
2020 | -0.87% | -7.41% | -12.77% | 5.36% | 3.85% | 3.92% | -0.75% | 2.71% | -0.72% | -5.94% | 13.32% | 2.77% | 0.93% |
2019 | 2.41% | 1.97% | 3.89% | -4.51% | 4.50% | -0.08% | -0.86% | 4.39% | 1.92% | 2.99% | 1.48% | 19.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LEAD.DE is 64, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI Europe ESG Leaders UCITS ETF Acc (LEAD.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi MSCI Europe ESG Leaders 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 MSCI Europe ESG Leaders UCITS ETF Acc was 34.46%, occurring on Mar 18, 2020. Recovery took 247 trading sessions.
The current Amundi MSCI Europe ESG Leaders UCITS ETF Acc drawdown is 2.81%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.46% | Feb 20, 2020 | 20 | Mar 18, 2020 | 247 | Mar 10, 2021 | 267 |
-21.5% | Jan 6, 2022 | 189 | Sep 29, 2022 | 307 | Dec 8, 2023 | 496 |
-7.86% | Jun 7, 2024 | 42 | Aug 5, 2024 | — | — | — |
-6.92% | Jul 5, 2019 | 30 | Aug 15, 2019 | 21 | Sep 13, 2019 | 51 |
-5.49% | Nov 18, 2021 | 9 | Nov 30, 2021 | 19 | Dec 28, 2021 | 28 |
Volatility
Volatility Chart
The current Amundi MSCI Europe ESG Leaders UCITS ETF Acc volatility is 2.98%, 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.