Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA)
The fund aims to replicate the performance of the S&P 500 ESG+ index, which consists of the largest US companies filtered based on ESG criteria (environmental, social, and corporate governance) with sector allocation matching that of the S&P 500.
ETF Info
| ISIN | FR0013412285 |
|---|---|
| Issuer | Amundi |
| Inception Date | Apr 25, 2019 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 ESG+ Index |
| Domicile | France |
| Distribution Policy | Accumulating |
| Home Page | www.amundietf.fr |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
PE500.PA has an expense ratio of 0.25%, which is considered low compared to other funds.
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.
Popular comparisons: PE500.PA vs. ESE.PA, PE500.PA vs. AMEW.DE, PE500.PA vs. CW8G.L, PE500.PA vs. SPY, PE500.PA vs. PRCOX, PE500.PA vs. MWRD.L, PE500.PA vs. SPPY.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi ETF PEA S&P 500 UCITS ETF EUR, 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 ETF PEA S&P 500 UCITS ETF EUR had a return of 19.49% year-to-date (YTD) and 26.23% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.49% | 19.55% |
| 1 month | 0.87% | 2.37% |
| 6 months | 6.19% | 8.95% |
| 1 year | 26.23% | 32.00% |
| 5 years (annualized) | 14.69% | 13.81% |
| 10 years (annualized) | N/A | 11.08% |
Monthly Returns
The table below presents the monthly returns of PE500.PA, 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 | 4.66% | 3.98% | 3.78% | -1.61% | 1.48% | 6.82% | -0.46% | -0.99% | 19.49% | ||||
| 2023 | 4.27% | 1.00% | 0.31% | 0.17% | 4.10% | 4.10% | 2.20% | 0.55% | -2.19% | -2.71% | 5.63% | 2.93% | 21.94% |
| 2022 | -5.44% | -2.14% | 6.32% | -3.02% | -4.07% | -5.90% | 11.29% | -1.25% | -5.30% | 4.69% | -1.93% | -6.78% | -14.19% |
| 2021 | 1.24% | 3.35% | 7.00% | 2.53% | -1.08% | 5.66% | 2.39% | 3.67% | -2.15% | 6.03% | 2.40% | 3.85% | 40.52% |
| 2020 | 2.02% | -9.60% | -8.71% | 11.02% | 2.11% | 0.86% | 0.15% | 7.19% | -1.67% | -2.37% | 7.64% | 1.06% | 7.92% |
| 2019 | -2.60% | 4.05% | 5.12% | -1.60% | 2.93% | -0.48% | 5.26% | 0.70% | 13.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PE500.PA is 83, placing it in the top 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) 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 ETF PEA S&P 500 UCITS ETF EUR. 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 ETF PEA S&P 500 UCITS ETF EUR was 33.60%, occurring on Mar 23, 2020. Recovery took 208 trading sessions.
The current Amundi ETF PEA S&P 500 UCITS ETF EUR drawdown is 2.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.6% | Feb 18, 2020 | 25 | Mar 23, 2020 | 208 | Jan 14, 2021 | 233 |
| -16.8% | Jan 5, 2022 | 115 | Jun 16, 2022 | 43 | Aug 16, 2022 | 158 |
| -15.02% | Aug 19, 2022 | 95 | Dec 30, 2022 | 146 | Jul 27, 2023 | 241 |
| -8.76% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -6.69% | Sep 15, 2023 | 31 | Oct 27, 2023 | 25 | Dec 1, 2023 | 56 |
Volatility
Volatility Chart
The current Amundi ETF PEA S&P 500 UCITS ETF EUR volatility is 4.19%, 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.