Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L)
LUXG.L is a passive ETF by Amundi tracking the investment results of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. LUXG.L launched on Jan 31, 2018 and has a 0.25% expense ratio.
ETF Info
| ISIN | LU1681048713 |
|---|---|
| WKN | A2H565 |
| Issuer | Amundi |
| Inception Date | Jan 31, 2018 |
| Category | Consumer Staples Equities |
| Leveraged | 1x |
| Index Tracked | Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
LUXG.L has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: LUXG.L vs. SOXQ, LUXG.L vs. HTGC, LUXG.L vs. SPY, LUXG.L vs. VOO, LUXG.L vs. LUXX
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Amundi ETF S&P Global Luxury UCITS ETF USD, 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 ETF S&P Global Luxury UCITS ETF USD had a return of -7.74% year-to-date (YTD) and -2.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -7.74% | 25.48% |
| 1 month | -2.39% | 2.14% |
| 6 months | -8.86% | 12.76% |
| 1 year | -2.20% | 33.14% |
| 5 years (annualized) | 7.88% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of LUXG.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 | -2.78% | 9.58% | -0.72% | -5.96% | -1.86% | -1.48% | -3.93% | -0.40% | 3.36% | -2.54% | -7.74% | ||
| 2023 | 12.90% | -0.15% | 1.70% | -0.40% | -5.22% | 7.43% | 0.52% | -5.99% | -5.03% | -5.41% | 3.83% | 7.09% | 9.77% |
| 2022 | -8.93% | -1.56% | 0.55% | -3.38% | -6.38% | -5.85% | 11.60% | -0.13% | -4.54% | -0.76% | 9.31% | -3.96% | -14.90% |
| 2021 | -2.03% | 4.24% | 3.53% | 5.64% | 0.73% | 2.90% | -0.61% | -2.81% | -0.82% | 8.04% | 4.23% | -0.31% | 24.48% |
| 2020 | -3.23% | -6.88% | -14.47% | 11.55% | 6.37% | 5.33% | 1.30% | 9.67% | 1.99% | -2.60% | 19.11% | 3.95% | 31.63% |
| 2019 | 5.29% | 3.77% | 2.16% | 4.12% | -5.86% | 7.82% | 3.46% | -4.93% | 0.90% | 0.66% | 3.30% | 2.55% | 24.83% |
| 2018 | 0.49% | -0.52% | -2.66% | 6.87% | 4.25% | -0.88% | -0.24% | 1.51% | -1.38% | -8.88% | -1.42% | -4.23% | -7.67% |
| 2017 | 2.19% | 1.99% | 3.86% | 1.01% | 2.46% | 0.97% | -0.11% | 4.58% | -1.63% | 4.94% | 0.07% | 3.72% | 26.63% |
| 2016 | 2.39% | 3.44% | -4.91% | -2.96% | 5.29% | 7.98% | 0.49% | 1.76% | 6.34% | -1.61% | 2.56% | 21.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LUXG.L is 4, indicating that it is in the bottom 4% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi ETF S&P Global Luxury UCITS ETF USD. 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 ETF S&P Global Luxury UCITS ETF USD was 36.58%, occurring on Mar 18, 2020. Recovery took 79 trading sessions.
The current Amundi ETF S&P Global Luxury UCITS ETF USD drawdown is 17.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.58% | Jan 20, 2020 | 43 | Mar 18, 2020 | 79 | Jul 13, 2020 | 122 |
| -29.2% | Nov 23, 2021 | 139 | Jun 16, 2022 | — | — | — |
| -18.34% | Aug 29, 2018 | 84 | Dec 27, 2018 | 128 | Jul 3, 2019 | 212 |
| -10.15% | Apr 15, 2016 | 24 | May 19, 2016 | 35 | Jul 8, 2016 | 59 |
| -9.09% | Jul 17, 2019 | 22 | Aug 15, 2019 | 88 | Dec 18, 2019 | 110 |
Volatility
Volatility Chart
The current Amundi ETF S&P Global Luxury UCITS ETF USD volatility is 4.28%, 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.