L&G US Equity UCITS ETF (LGUG.L)
LGUG.L is a passive ETF by Legal & General tracking the investment results of the Russell 1000 TR USD. LGUG.L launched on Nov 7, 2018 and has a 0.05% expense ratio.
ETF Info
| ISIN | IE00BFXR5Q31 |
|---|---|
| WKN | A2N4RG |
| Issuer | Legal & General |
| Inception Date | Nov 7, 2018 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
LGUG.L has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in L&G US Equity UCITS ETF, 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
L&G US Equity UCITS ETF had a return of 11.41% year-to-date (YTD) and 26.31% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.41% | 11.18% |
| 1 month | 3.22% | 5.60% |
| 6 months | 15.67% | 17.48% |
| 1 year | 26.31% | 26.33% |
| 5 years (annualized) | 20.27% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of LGUG.L, 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 | 2.38% | 4.78% | 3.40% | -2.12% | 11.41% | ||||||||
| 2023 | 3.76% | 0.37% | 0.71% | -0.17% | 2.67% | 3.99% | 2.18% | 0.32% | -0.73% | -2.72% | 4.98% | 4.60% | 21.53% |
| 2022 | -6.71% | -1.55% | 6.85% | -4.00% | -3.11% | -4.53% | 7.98% | 1.92% | -3.70% | 2.54% | -1.98% | -4.09% | -10.98% |
| 2021 | -0.36% | 0.72% | 4.74% | 4.52% | -1.35% | 4.36% | 2.73% | 4.53% | -3.40% | 5.25% | 3.29% | 1.55% | 29.52% |
| 2020 | 2.45% | -8.63% | -8.77% | 10.49% | 6.12% | 1.33% | 0.97% | 6.53% | -0.67% | -2.56% | 7.60% | 1.55% | 15.44% |
| 2019 | 1.60% | 4.63% | 1.28% | 6.89% | -3.48% | 5.42% | 7.72% | -4.31% | 1.24% | -2.37% | 4.42% | 1.50% | 26.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LGUG.L is 92, placing it in the top 8% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LGUG.L (L&G US Equity UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for L&G US Equity UCITS ETF (LGUG.L) 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 L&G US Equity UCITS ETF. 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 L&G US Equity UCITS ETF was 24.75%, occurring on Mar 23, 2020. Recovery took 39 trading sessions.
The current L&G US Equity UCITS ETF drawdown is 0.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.75% | Feb 24, 2020 | 12 | Mar 23, 2020 | 39 | Jul 6, 2020 | 51 |
| -17.1% | Dec 10, 2021 | 127 | Jun 16, 2022 | 274 | Jul 19, 2023 | 401 |
| -7.08% | Oct 14, 2020 | 7 | Oct 30, 2020 | 5 | Nov 9, 2020 | 12 |
| -5.69% | Sep 15, 2023 | 32 | Oct 30, 2023 | 12 | Nov 15, 2023 | 44 |
| -5.58% | Aug 5, 2019 | 8 | Oct 31, 2019 | 11 | Dec 23, 2019 | 19 |
Volatility
Volatility Chart
The current L&G US Equity UCITS ETF volatility is 3.91%, 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.