Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE)
LIRU.DE is a passive ETF by Amundi tracking the investment results of the STOXX® Europe 600 Insurance. LIRU.DE launched on Aug 18, 2006 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU1834987973 |
|---|---|
| WKN | LYX02M |
| Issuer | Amundi |
| Inception Date | Aug 18, 2006 |
| Category | Financials Equities |
| Index Tracked | STOXX® Europe 600 Insurance |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
LIRU.DE has a high expense ratio of 0.30%, 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 Lyxor STOXX Europe 600 Insurance 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
Lyxor STOXX Europe 600 Insurance UCITS ETF Acc had a return of 11.93% year-to-date (YTD) and 20.55% in the last 12 months. Over the past 10 years, Lyxor STOXX Europe 600 Insurance UCITS ETF Acc had an annualized return of 14.27%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.93% | 11.29% |
| 1 month | 4.64% | 4.87% |
| 6 months | 16.32% | 17.88% |
| 1 year | 20.55% | 29.16% |
| 5 years (annualized) | 10.88% | 13.20% |
| 10 years (annualized) | 14.27% | 10.97% |
Monthly Returns
The table below presents the monthly returns of LIRU.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 | 2.38% | 3.65% | 4.64% | -3.36% | 11.93% | ||||||||
| 2023 | 5.98% | 0.27% | -5.27% | 5.34% | -2.82% | 1.58% | 1.53% | -0.17% | 0.19% | -0.04% | 4.32% | 1.58% | 12.60% |
| 2022 | 5.12% | -7.85% | 5.30% | -2.50% | -1.57% | -5.58% | 1.32% | 0.10% | -5.25% | 7.03% | 8.88% | 0.06% | 3.57% |
| 2021 | -5.45% | 9.45% | 8.16% | -1.73% | 1.52% | -2.90% | 0.78% | 4.59% | -1.38% | 5.02% | -4.77% | 6.03% | 19.52% |
| 2020 | -1.33% | -10.65% | -20.00% | 8.34% | -4.18% | 7.86% | -2.30% | 4.63% | -6.61% | -6.93% | 24.75% | 2.89% | -9.93% |
| 2019 | 6.77% | 5.30% | 2.86% | 3.99% | -4.26% | 4.99% | -0.06% | -7.14% | 6.62% | 5.19% | 0.75% | 2.86% | 30.37% |
| 2018 | 4.88% | -3.01% | -3.84% | 6.84% | -4.81% | -2.51% | 3.82% | 0.79% | 4.35% | -8.08% | 1.20% | -5.58% | -6.99% |
| 2017 | -1.26% | 1.31% | 3.80% | 1.71% | 0.44% | 0.20% | 3.81% | -3.34% | 3.22% | 2.70% | -1.66% | 0.44% | 11.69% |
| 2016 | -12.38% | -7.95% | 7.41% | 4.49% | 1.72% | -13.15% | 0.04% | 5.23% | 0.78% | 2.64% | 6.32% | 5.20% | -2.60% |
| 2015 | 9.99% | 3.22% | 5.31% | -4.27% | 3.37% | -5.42% | 5.10% | -9.25% | 1.96% | 6.22% | 6.01% | -3.27% | 18.53% |
| 2014 | -2.66% | 4.85% | -2.41% | 0.93% | 3.85% | -1.08% | -0.43% | 3.49% | 2.58% | -0.41% | 4.45% | 0.28% | 13.88% |
| 2013 | 2.48% | -0.95% | 1.86% | 6.36% | 3.43% | -3.46% | 6.73% | -3.22% | 4.42% | 8.19% | 1.81% | 2.40% | 33.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LIRU.DE is 71, 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.
LIRU.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.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 Lyxor STOXX Europe 600 Insurance 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 Lyxor STOXX Europe 600 Insurance UCITS ETF Acc was 72.54%, occurring on Mar 9, 2009. Recovery took 943 trading sessions.
The current Lyxor STOXX Europe 600 Insurance UCITS ETF Acc drawdown is 0.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.54% | May 30, 2007 | 220 | Mar 9, 2009 | 943 | Jun 5, 2014 | 1163 |
| -43.43% | Feb 20, 2020 | 13 | Mar 17, 2020 | 335 | Oct 27, 2021 | 348 |
| -27.06% | Apr 15, 2015 | 90 | Feb 11, 2016 | 143 | May 4, 2017 | 233 |
| -18.42% | Jan 14, 2022 | 36 | Mar 7, 2022 | 206 | Jan 4, 2023 | 242 |
| -13.03% | May 23, 2018 | 86 | Dec 21, 2018 | 21 | Mar 15, 2019 | 107 |
Volatility
Volatility Chart
The current Lyxor STOXX Europe 600 Insurance UCITS ETF Acc volatility is 4.53%, 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.