Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE)
LYPE.DE is a passive ETF by Amundi tracking the investment results of the MSCI World Health Care. LYPE.DE launched on Aug 19, 2010 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU0533033238 |
|---|---|
| WKN | LYX0GM |
| Issuer | Amundi |
| Inception Date | Aug 19, 2010 |
| Category | Health & Biotech Equities |
| Leveraged | 1x |
| Index Tracked | MSCI World Health Care |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
LYPE.DE features an expense ratio of 0.30%, falling within the medium range.
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 Health Care 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 Health Care UCITS ETF EUR Acc had a return of 10.46% year-to-date (YTD) and 14.86% in the last 12 months. Over the past 10 years, Amundi MSCI World Health Care UCITS ETF EUR Acc had an annualized return of 9.32%, while the S&P 500 had an annualized return of 10.92%, indicating that Amundi MSCI World Health Care UCITS ETF EUR Acc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.46% | 19.77% |
| 1 month | -1.79% | -0.67% |
| 6 months | 4.10% | 10.27% |
| 1 year | 14.86% | 31.07% |
| 5 years (annualized) | 9.52% | 13.22% |
| 10 years (annualized) | 9.32% | 10.92% |
Monthly Returns
The table below presents the monthly returns of LYPE.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 | 4.99% | 2.31% | 2.57% | -3.12% | 0.53% | 4.07% | 2.25% | 2.16% | -3.59% | -1.50% | 10.46% | ||
| 2023 | -3.11% | -1.20% | 0.52% | 2.03% | -1.20% | 1.16% | 0.31% | 1.55% | -1.03% | -4.85% | 2.56% | 3.30% | -0.27% |
| 2022 | -7.13% | -0.28% | 6.96% | 0.60% | -2.41% | -0.83% | 5.68% | -4.09% | -0.03% | 5.75% | -0.65% | -2.76% | -0.17% |
| 2021 | 2.68% | -2.19% | 5.53% | 1.03% | 0.41% | 6.17% | 3.76% | 3.15% | -2.74% | 3.12% | -0.24% | 6.67% | 30.38% |
| 2020 | -0.74% | -7.16% | -1.75% | 11.61% | 0.82% | -2.19% | -0.54% | 1.29% | 0.40% | -4.27% | 5.81% | 0.34% | 2.44% |
| 2019 | 5.77% | 2.97% | 1.85% | -2.40% | -1.45% | 3.90% | 2.23% | 0.27% | 0.86% | 2.36% | 6.34% | 2.11% | 27.39% |
| 2018 | 1.37% | -2.24% | -3.09% | 3.27% | 3.52% | 1.35% | 5.37% | 3.48% | 2.18% | -4.11% | 4.58% | -9.10% | 5.67% |
| 2017 | -1.37% | 8.48% | -0.34% | -0.49% | -0.82% | 1.27% | -2.97% | -0.56% | 2.07% | 0.78% | -0.63% | 0.43% | 5.56% |
| 2016 | -8.62% | -0.14% | -3.13% | 1.98% | 4.84% | 0.65% | 4.19% | -3.95% | -0.85% | -4.31% | 3.85% | 1.80% | -4.50% |
| 2015 | 9.80% | 4.80% | 6.19% | -4.32% | 4.21% | -2.77% | 5.62% | -8.45% | -6.90% | 8.67% | 3.08% | -0.85% | 18.44% |
| 2014 | 3.13% | 5.24% | -2.67% | -0.06% | 3.69% | 2.25% | 1.74% | 5.12% | 5.07% | 2.96% | 3.72% | 0.42% | 34.89% |
| 2013 | 5.09% | 4.70% | 6.88% | 1.29% | 2.82% | -1.96% | 3.21% | -2.67% | 1.37% | 2.94% | 4.26% | -0.85% | 30.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LYPE.DE is 45, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi MSCI World Health Care 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 Health Care UCITS ETF EUR Acc was 25.95%, occurring on Mar 23, 2020. Recovery took 202 trading sessions.
The current Amundi MSCI World Health Care UCITS ETF EUR Acc drawdown is 5.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.95% | Feb 20, 2020 | 23 | Mar 23, 2020 | 202 | Jan 11, 2021 | 225 |
| -23.27% | Aug 6, 2015 | 132 | Feb 11, 2016 | 612 | Jul 12, 2018 | 744 |
| -15.91% | May 17, 2011 | 28 | Aug 9, 2011 | 32 | Dec 16, 2011 | 60 |
| -13.85% | Apr 11, 2022 | 47 | Jun 16, 2022 | 417 | Jan 31, 2024 | 464 |
| -11.78% | Oct 2, 2018 | 59 | Dec 27, 2018 | 56 | Mar 19, 2019 | 115 |
Volatility
Volatility Chart
The current Amundi MSCI World Health Care UCITS ETF EUR Acc volatility is 2.40%, 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.