Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE)
LYBK.DE is a passive ETF by Amundi tracking the investment results of the EURO STOXX® Banks. LYBK.DE launched on Nov 8, 2018 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU1829219390 |
|---|---|
| WKN | LYX0Z5 |
| Issuer | Amundi |
| Inception Date | Nov 8, 2018 |
| Category | Financials Equities |
| Index Tracked | EURO STOXX® Banks |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
LYBK.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 Amundi Euro Stoxx Banks 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
Amundi Euro Stoxx Banks UCITS ETF Acc had a return of 28.76% year-to-date (YTD) and 53.74% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 28.76% | 11.29% |
| 1 month | 9.48% | 4.87% |
| 6 months | 34.52% | 17.88% |
| 1 year | 53.74% | 29.16% |
| 5 years (annualized) | 14.55% | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of LYBK.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 | 2.54% | 0.56% | 14.83% | 3.76% | 28.76% | ||||||||
| 2023 | 15.61% | 6.57% | -13.59% | 3.07% | -2.96% | 9.37% | 6.02% | -1.84% | 0.13% | -3.20% | 8.82% | 1.97% | 30.34% |
| 2022 | 6.01% | -11.88% | -2.92% | -3.71% | 9.15% | -13.00% | -0.02% | -0.85% | -0.75% | 11.87% | 8.98% | 1.32% | 0.78% |
| 2021 | -5.49% | 19.62% | 4.69% | 4.51% | 7.90% | -4.51% | -0.98% | 4.16% | 4.10% | 3.97% | -8.17% | 7.14% | 39.97% |
| 2020 | -5.79% | -8.03% | -35.05% | 2.45% | 4.28% | 8.93% | -6.75% | 5.78% | -12.08% | -1.92% | 38.41% | 0.60% | -22.43% |
| 2019 | 5.09% | 7.68% | -4.92% | 9.35% | -11.89% | 2.14% | -2.02% | -6.28% | 8.80% | 2.79% | 3.99% | 4.14% | 17.74% |
| 2018 | 0.60% | -4.48% | -6.67% | 4.33% | -13.42% | 0.10% | 5.89% | -10.61% | 2.39% | -8.84% | -0.07% | -10.26% | -35.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LYBK.DE is 97, placing it in the top 3% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.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 Amundi Euro Stoxx Banks 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 Amundi Euro Stoxx Banks UCITS ETF Acc was 62.22%, occurring on Apr 21, 2020. Recovery took 731 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.22% | Jan 30, 2018 | 559 | Apr 21, 2020 | 731 | Feb 28, 2023 | 1290 |
| -19.49% | Mar 7, 2023 | 14 | Mar 24, 2023 | 165 | Nov 15, 2023 | 179 |
| -5% | Apr 5, 2024 | 8 | Apr 16, 2024 | 4 | Apr 22, 2024 | 12 |
| -4.42% | Jan 9, 2024 | 7 | Jan 17, 2024 | 27 | Feb 23, 2024 | 34 |
| -2.22% | Mar 1, 2023 | 2 | Mar 2, 2023 | 2 | Mar 6, 2023 | 4 |
Volatility
Volatility Chart
The current Amundi Euro Stoxx Banks UCITS ETF Acc volatility is 5.19%, 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.