Amundi MSCI Water ESG Screened UCITS ETF Dist (LYM8.DE)
LYM8.DE is a passive ETF by Amundi tracking the investment results of the MSCI ACWI IMI Water ESG Filtered. LYM8.DE launched on Oct 10, 2007 and has a 0.60% expense ratio.
ETF Info
| ISIN | FR0010527275 |
|---|---|
| WKN | LYX0CA |
| Issuer | Amundi |
| Inception Date | Oct 10, 2007 |
| Category | Water Equities |
| Index Tracked | MSCI ACWI IMI Water ESG Filtered |
| Domicile | France |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
LYM8.DE has a high expense ratio of 0.60%, 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 MSCI Water ESG Screened UCITS ETF Dist, 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 MSCI Water ESG Screened UCITS ETF Dist had a return of 9.03% year-to-date (YTD) and 22.22% in the last 12 months. Over the past 10 years, Amundi MSCI Water ESG Screened UCITS ETF Dist had an annualized return of 11.84%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.03% | 5.57% |
| 1 month | -1.18% | -4.16% |
| 6 months | 22.12% | 20.07% |
| 1 year | 22.22% | 20.82% |
| 5 years (annualized) | 12.10% | 11.56% |
| 10 years (annualized) | 11.84% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.22% | 5.50% | 4.36% | |||||||||
| 2023 | -1.90% | 6.66% | 5.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LYM8.DE is 77, placing it in the top 23% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Amundi MSCI Water ESG Screened UCITS ETF Dist(LYM8.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI Water ESG Screened UCITS ETF Dist (LYM8.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Amundi MSCI Water ESG Screened UCITS ETF Dist granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to €0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €0.00 | €0.00 | €0.22 | €0.38 | €0.56 | €0.65 | €0.66 | €0.60 | €0.76 | €0.80 | €0.32 | €0.41 |
Dividend yield | 0.00% | 0.00% | 0.43% | 0.62% | 1.22% | 1.49% | 2.09% | 1.61% | 2.21% | 2.48% | 1.14% | 1.79% |
Monthly Dividends
The table displays the monthly dividend distributions for Amundi MSCI Water ESG Screened UCITS ETF Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | |||||||||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.22 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.38 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.56 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.65 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.66 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.76 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.80 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.32 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2013 | €0.41 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
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 MSCI Water ESG Screened UCITS ETF Dist. 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 MSCI Water ESG Screened UCITS ETF Dist was 42.62%, occurring on Mar 11, 2009. Recovery took 436 trading sessions.
The current Amundi MSCI Water ESG Screened UCITS ETF Dist drawdown is 1.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.62% | Feb 15, 2008 | 250 | Mar 11, 2009 | 436 | Dec 20, 2010 | 686 |
| -36.55% | Feb 20, 2020 | 23 | Mar 23, 2020 | 199 | Jan 6, 2021 | 222 |
| -24.56% | Nov 23, 2021 | 144 | Jun 16, 2022 | 428 | Feb 15, 2024 | 572 |
| -15.94% | Jan 10, 2018 | 244 | Dec 27, 2018 | 56 | Mar 19, 2019 | 300 |
| -15.85% | Nov 30, 2015 | 50 | Feb 11, 2016 | 70 | May 24, 2016 | 120 |
Volatility
Volatility Chart
The current Amundi MSCI Water ESG Screened UCITS ETF Dist volatility is 2.90%, 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.