Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE)
LYPD.DE is a passive ETF by Amundi tracking the investment results of the MSCI World Financials. LYPD.DE launched on Aug 23, 2010 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU0533032859 |
|---|---|
| WKN | LYX0GL |
| Issuer | Amundi |
| Inception Date | Aug 23, 2010 |
| Category | Financials Equities |
| Index Tracked | MSCI World Financials |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
LYPD.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 MSCI World Financials UCITS ETF EUR 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 MSCI World Financials UCITS ETF EUR Acc had a return of 13.87% year-to-date (YTD) and 31.94% in the last 12 months. Over the past 10 years, Amundi MSCI World Financials UCITS ETF EUR Acc had an annualized return of 20.20%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.87% | 11.29% |
| 1 month | 3.32% | 4.87% |
| 6 months | 22.23% | 17.88% |
| 1 year | 31.94% | 29.16% |
| 5 years (annualized) | 13.62% | 13.20% |
| 10 years (annualized) | 20.20% | 10.97% |
Monthly Returns
The table below presents the monthly returns of LYPD.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 | 4.17% | 3.11% | 5.05% | -1.91% | 13.87% | ||||||||
| 2023 | 6.42% | 1.05% | -10.19% | 1.50% | -1.21% | 4.44% | 4.35% | -2.14% | 0.85% | -4.32% | 7.16% | 5.17% | 12.32% |
| 2022 | 0.93% | -2.13% | 2.54% | -3.75% | -0.83% | -8.00% | 7.83% | -0.75% | -4.75% | 6.90% | 2.63% | -4.52% | -5.01% |
| 2021 | -0.04% | 10.74% | 7.64% | 2.40% | 2.75% | -0.09% | 0.10% | 4.40% | 0.51% | 6.35% | -3.72% | 3.53% | 39.46% |
| 2020 | -0.63% | -3.26% | -27.21% | 6.12% | 0.13% | 0.73% | -0.99% | 4.08% | -4.81% | -0.62% | 17.80% | 1.90% | -12.34% |
| 2019 | 9.23% | 2.16% | -1.99% | 8.27% | -3.12% | 0.70% | 3.41% | -6.80% | 8.56% | 0.83% | 2.69% | 4.12% | 30.32% |
| 2018 | 2.87% | -3.60% | -4.72% | 2.84% | 1.41% | -2.12% | 4.06% | -0.89% | 1.40% | -7.72% | 2.84% | -9.88% | -13.74% |
| 2017 | 0.47% | 3.22% | -0.34% | -1.34% | -2.12% | 1.89% | -0.13% | -4.49% | 6.07% | 3.71% | -3.07% | 4.19% | 7.77% |
| 2016 | -14.81% | -2.98% | 9.95% | 3.39% | -8.47% | 4.74% | 2.87% | 1.32% | 5.14% | 11.77% | 4.20% | 14.94% | |
| 2015 | 1.65% | 7.30% | 2.78% | 2.15% | -3.77% | 1.88% | 2.45% | -2.54% | -9.27% | 8.94% | -2.93% | 7.56% | |
| 2014 | 1.77% | -1.87% | -2.89% | 3.95% | 3.76% | 0.29% | 4.18% | 1.26% | 0.07% | 3.62% | 2.11% | 17.18% | |
| 2013 | 4.65% | 2.19% | 3.06% | 3.50% | 2.28% | -4.40% | 4.71% | -4.07% | 3.50% | 2.98% | 2.45% | -0.22% | 22.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LYPD.DE is 91, placing it in the top 9% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LYPD.DE (Amundi MSCI World Financials UCITS ETF EUR Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.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 MSCI World Financials UCITS ETF EUR 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 MSCI World Financials UCITS ETF EUR Acc was 42.10%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.1% | Feb 20, 2020 | 15 | Mar 23, 2020 | 162 | Mar 12, 2021 | 177 |
| -31.09% | Feb 18, 2011 | 50 | Nov 23, 2011 | 44 | Jan 4, 2013 | 94 |
| -27.26% | Apr 17, 2015 | 20 | Feb 9, 2016 | 18 | Nov 25, 2016 | 38 |
| -17.06% | Jan 25, 2018 | 68 | Dec 20, 2018 | 45 | Sep 20, 2019 | 113 |
| -17.02% | Jan 14, 2022 | 108 | Jun 16, 2022 | 386 | Dec 14, 2023 | 494 |
Volatility
Volatility Chart
The current Amundi MSCI World Financials UCITS ETF EUR Acc volatility is 3.68%, 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.