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Lyxor ESG USD High Yield (DR) UCITS ETF - Dist (LY...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

LU1435356149

WKN

LYX0V1

Issuer

Amundi

Inception Date

Feb 19, 2024

Leveraged

1x

Index Tracked

Bloomberg MSCI US Corporate High Yield SRI Sustainable

Domicile

Luxembourg

Distribution Policy

Distributing

Asset Class

Bond

Expense Ratio

LYX8.DE has an expense ratio of 0.25%, which is considered low compared to other funds.


Expense ratio chart for LYX8.DE: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Lyxor ESG USD High Yield (DR) 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.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
7.23%
16.84%
LYX8.DE (Lyxor ESG USD High Yield (DR) UCITS ETF - Dist)
Benchmark (^GSPC)

Returns By Period

Lyxor ESG USD High Yield (DR) UCITS ETF - Dist had a return of 2.36% year-to-date (YTD) and 10.50% in the last 12 months.


LYX8.DE

YTD

2.36%

1M

0.95%

6M

7.23%

1Y

10.50%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of LYX8.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.02%2.36%
20241.40%0.57%1.40%-0.65%-0.11%2.51%1.29%-0.48%0.86%1.87%4.38%-3.32%9.97%
20231.68%0.48%-0.76%-1.09%2.68%-0.72%-0.04%1.66%1.15%-1.55%1.58%-3.23%1.71%
20222.25%-0.21%1.42%-1.04%-4.56%5.65%-2.54%-0.48%1.18%-2.85%-5.83%-7.28%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LYX8.DE is 59, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LYX8.DE is 5959
Overall Rank
The Sharpe Ratio Rank of LYX8.DE is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of LYX8.DE is 5959
Sortino Ratio Rank
The Omega Ratio Rank of LYX8.DE is 6565
Omega Ratio Rank
The Calmar Ratio Rank of LYX8.DE is 4646
Calmar Ratio Rank
The Martin Ratio Rank of LYX8.DE is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lyxor ESG USD High Yield (DR) UCITS ETF - Dist (LYX8.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LYX8.DE, currently valued at 1.38, compared to the broader market0.002.004.001.381.74
The chart of Sortino ratio for LYX8.DE, currently valued at 2.03, compared to the broader market-2.000.002.004.006.008.0010.0012.002.032.36
The chart of Omega ratio for LYX8.DE, currently valued at 1.29, compared to the broader market0.501.001.502.002.503.001.291.32
The chart of Calmar ratio for LYX8.DE, currently valued at 1.17, compared to the broader market0.005.0010.0015.001.172.62
The chart of Martin ratio for LYX8.DE, currently valued at 7.89, compared to the broader market0.0020.0040.0060.0080.00100.007.8910.69
LYX8.DE
^GSPC

The current Lyxor ESG USD High Yield (DR) UCITS ETF - Dist Sharpe ratio is 1.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lyxor ESG USD High Yield (DR) UCITS ETF - Dist with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.38
1.96
LYX8.DE (Lyxor ESG USD High Yield (DR) UCITS ETF - Dist)
Benchmark (^GSPC)

Dividends

Dividend History

Lyxor ESG USD High Yield (DR) UCITS ETF - Dist provided a 3.24% dividend yield over the last twelve months, with an annual payout of €2.97 per share.


3.31%€0.00€0.50€1.00€1.50€2.00€2.50€3.002024
Dividends
Dividend Yield
PeriodTTM2024
Dividend€2.97€2.97

Dividend yield

3.24%3.31%

Monthly Dividends

The table displays the monthly dividend distributions for Lyxor ESG USD High Yield (DR) UCITS ETF - Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.00€0.00€0.00
2024€2.97€2.97

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.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.56%
-0.48%
LYX8.DE (Lyxor ESG USD High Yield (DR) UCITS ETF - Dist)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Lyxor ESG USD High Yield (DR) 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 Lyxor ESG USD High Yield (DR) UCITS ETF - Dist was 11.82%, occurring on Mar 28, 2023. Recovery took 414 trading sessions.

The current Lyxor ESG USD High Yield (DR) UCITS ETF - Dist drawdown is 1.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-11.82%Aug 16, 2022160Mar 28, 2023414Nov 8, 2024574
-6.66%Mar 7, 202272Jun 16, 202242Aug 15, 2022114
-3.99%Nov 25, 202422Dec 27, 2024
-0.25%Nov 15, 20242Nov 18, 20242Nov 20, 20244
-0.18%Mar 2, 20221Mar 2, 20221Mar 3, 20222

Volatility

Volatility Chart

The current Lyxor ESG USD High Yield (DR) UCITS ETF - Dist volatility is 2.08%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.08%
3.99%
LYX8.DE (Lyxor ESG USD High Yield (DR) UCITS ETF - Dist)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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