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Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINLU1812091194
WKNLYX0Y0
IssuerAmundi
Inception DateJan 11, 2010
CategoryREIT
Index TrackedFTSE EPRA/NAREIT Developed Europe
DomicileLuxembourg
Distribution PolicyDistributing
Asset ClassReal Estate

Expense Ratio

LEEU.DE has a high expense ratio of 0.30%, indicating higher-than-average management fees.


Expense ratio chart for LEEU.DE: current value at 0.30% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.30%

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.


Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%500.00%December2024FebruaryMarchAprilMay
74.32%
452.56%
LEEU.DE (Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist)
Benchmark (^GSPC)

S&P 500

Returns By Period

Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist had a return of -2.01% year-to-date (YTD) and 18.09% in the last 12 months. Over the past 10 years, Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist had an annualized return of 2.03%, while the S&P 500 had an annualized return of 10.67%, indicating that Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-2.01%9.49%
1 month6.06%1.20%
6 months15.99%18.29%
1 year18.09%26.44%
5 years (annualized)-3.21%12.64%
10 years (annualized)2.03%10.67%

Monthly Returns

The table below presents the monthly returns of LEEU.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.27%-7.80%8.81%-2.17%-2.01%
20238.52%-1.20%-11.55%5.78%-7.35%-1.55%9.16%-0.76%-3.86%-3.48%13.92%10.77%16.06%
2022-3.53%-2.85%0.25%-5.63%-5.36%-16.42%13.44%-11.41%-17.77%4.95%3.00%-1.23%-38.11%
2021-3.90%-2.09%3.85%4.87%3.88%1.57%6.53%2.28%-8.52%5.65%1.21%1.27%16.71%
20201.63%-6.87%-21.31%4.29%2.00%1.33%1.09%2.37%-1.43%-4.64%12.31%4.50%-8.35%
201910.97%-1.23%4.19%-0.94%-0.41%-3.12%0.58%3.38%4.44%3.18%2.20%2.89%28.60%
2018-1.12%-5.52%3.67%4.13%0.43%0.44%1.22%0.40%-2.88%-4.05%-5.50%-8.98%
2017-3.22%4.45%-0.13%4.06%2.07%-1.87%-0.27%0.35%0.99%0.27%1.30%4.40%12.79%
2016-6.15%-2.78%5.64%-0.02%3.37%-6.43%6.34%0.19%-2.30%-7.05%-0.97%4.90%-6.31%
201513.94%5.49%-0.18%-2.05%-0.88%-4.26%6.84%-3.51%0.19%7.92%-1.48%-2.57%19.33%
20142.85%6.29%-2.35%3.12%4.25%0.87%-0.01%2.44%-1.80%-0.42%6.66%1.23%25.20%
2013-2.75%1.86%0.47%5.62%1.08%-6.05%1.11%-3.42%5.57%3.45%0.31%-2.10%4.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LEEU.DE is 39, 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.


The Risk-Adjusted Performance Rank of LEEU.DE is 3939
LEEU.DE (Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist)
The Sharpe Ratio Rank of LEEU.DE is 3737Sharpe Ratio Rank
The Sortino Ratio Rank of LEEU.DE is 4141Sortino Ratio Rank
The Omega Ratio Rank of LEEU.DE is 3838Omega Ratio Rank
The Calmar Ratio Rank of LEEU.DE is 3333Calmar Ratio Rank
The Martin Ratio Rank of LEEU.DE is 4444Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist (LEEU.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


LEEU.DE
Sharpe ratio
The chart of Sharpe ratio for LEEU.DE, currently valued at 0.81, compared to the broader market0.002.004.000.81
Sortino ratio
The chart of Sortino ratio for LEEU.DE, currently valued at 1.39, compared to the broader market-2.000.002.004.006.008.0010.001.39
Omega ratio
The chart of Omega ratio for LEEU.DE, currently valued at 1.16, compared to the broader market0.501.001.502.002.501.16
Calmar ratio
The chart of Calmar ratio for LEEU.DE, currently valued at 0.39, compared to the broader market0.002.004.006.008.0010.0012.0014.000.39
Martin ratio
The chart of Martin ratio for LEEU.DE, currently valued at 3.22, compared to the broader market0.0020.0040.0060.0080.003.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.27, compared to the broader market0.002.004.002.27
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.22, compared to the broader market-2.000.002.004.006.008.0010.003.22
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.002.501.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.83, compared to the broader market0.002.004.006.008.0010.0012.0014.001.83
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.69, compared to the broader market0.0020.0040.0060.0080.008.69

Sharpe Ratio

The current Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist Sharpe ratio is 0.81. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.81
2.59
LEEU.DE (Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist)
Benchmark (^GSPC)

Dividends

Dividend History

Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist granted a 4.33% dividend yield in the last twelve months. The annual payout for that period amounted to €1.34 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend€1.34€1.34€1.09€1.15€1.15€1.47€1.52€1.37€1.43€1.40€1.10

Dividend yield

4.33%4.24%3.83%2.42%2.75%3.13%4.02%3.18%3.62%3.20%2.90%

Monthly Dividends

The table displays the monthly dividend distributions for Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€0.00€0.00
2023€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.34€1.34
2022€0.00€0.00€0.00€0.00€0.00€0.00€1.09€0.00€0.00€0.00€0.00€0.00€1.09
2021€0.00€0.00€0.00€0.00€0.00€0.00€0.99€0.00€0.00€0.00€0.00€0.16€1.15
2020€0.00€0.00€0.00€0.00€0.00€0.00€1.01€0.00€0.00€0.00€0.00€0.14€1.15
2019€0.00€0.00€0.00€0.00€0.00€0.00€1.35€0.00€0.00€0.00€0.00€0.12€1.47
2018€0.00€0.00€0.00€0.00€0.00€0.00€1.31€0.00€0.00€0.00€0.21€1.52
2017€0.00€0.00€0.00€0.00€0.00€0.00€1.15€0.00€0.00€0.00€0.00€0.22€1.37
2016€0.00€0.00€0.00€0.00€0.00€0.00€1.18€0.00€0.00€0.00€0.00€0.25€1.43
2015€0.00€0.00€0.00€0.00€0.00€0.00€1.15€0.00€0.00€0.00€0.00€0.25€1.40
2014€0.90€0.00€0.00€0.00€0.00€0.20€1.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-31.69%
-0.68%
LEEU.DE (Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist. 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 FTSE EPRA Europe Real Estate UCITS ETF Dist was 48.13%, occurring on Oct 12, 2022. The portfolio has not yet recovered.

The current Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist drawdown is 31.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.13%Aug 17, 2021298Oct 12, 2022
-40.7%Feb 20, 202020Mar 18, 2020347Aug 2, 2021367
-30.41%Jul 6, 201191Nov 23, 2011353Apr 29, 2013444
-17.95%Oct 30, 201571Feb 11, 2016471Dec 18, 2017542
-15.23%May 21, 201325Jun 24, 2013165Feb 17, 2014190

Volatility

Volatility Chart

The current Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist volatility is 4.47%, 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.


2.00%4.00%6.00%8.00%10.00%December2024FebruaryMarchAprilMay
4.47%
3.50%
LEEU.DE (Amundi FTSE EPRA Europe Real Estate UCITS ETF Dist)
Benchmark (^GSPC)