Lyxor STOXX Europe 600 Utilities UCITS ETF Acc (LUTI.DE)
LUTI.DE is a passive ETF by Amundi tracking the investment results of the STOXX® Europe 600 Utilities. LUTI.DE launched on Aug 25, 2006 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU1834988864 |
|---|---|
| WKN | LYX02V |
| Issuer | Amundi |
| Inception Date | Aug 25, 2006 |
| Category | Utilities Equities |
| Index Tracked | STOXX® Europe 600 Utilities |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
The Lyxor STOXX Europe 600 Utilities UCITS ETF Acc 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 Utilities 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 Utilities UCITS ETF Acc had a return of -4.88% year-to-date (YTD) and -2.69% in the last 12 months. Over the past 10 years, Lyxor STOXX Europe 600 Utilities UCITS ETF Acc had an annualized return of 10.93%, while the S&P 500 benchmark had an annualized return of 10.55%, indicating that Lyxor STOXX Europe 600 Utilities UCITS ETF Acc performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -4.88% | 6.33% |
| 1 month | 0.57% | -2.81% |
| 6 months | 5.97% | 21.13% |
| 1 year | -2.69% | 24.56% |
| 5 years (annualized) | 9.18% | 11.55% |
| 10 years (annualized) | 10.93% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.14% | -5.63% | 4.21% | |||||||||
| 2023 | -4.29% | 0.62% | 7.29% | 2.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Lyxor STOXX Europe 600 Utilities UCITS ETF Acc(LUTI.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lyxor STOXX Europe 600 Utilities UCITS ETF Acc (LUTI.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 Utilities 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 Utilities UCITS ETF Acc was 51.82%, occurring on Mar 9, 2009. Recovery took 1343 trading sessions.
The current Lyxor STOXX Europe 600 Utilities UCITS ETF Acc drawdown is 6.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.82% | Jan 11, 2008 | 159 | Mar 9, 2009 | 1343 | Jun 18, 2019 | 1502 |
| -31.63% | Feb 20, 2020 | 15 | Mar 16, 2020 | 151 | Jan 8, 2021 | 166 |
| -22.66% | May 24, 2022 | 96 | Oct 12, 2022 | 125 | Apr 6, 2023 | 221 |
| -14.34% | May 16, 2023 | 101 | Oct 3, 2023 | 47 | Dec 7, 2023 | 148 |
| -14.06% | Jan 11, 2021 | 32 | Mar 3, 2021 | 101 | Aug 18, 2021 | 133 |
Volatility
Volatility Chart
The current Lyxor STOXX Europe 600 Utilities UCITS ETF Acc volatility is 4.36%, 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.