L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating (RIUG.L)
RIUG.L is a passive ETF by Legal & General tracking the investment results of the Russell 1000 TR USD. RIUG.L launched on Nov 6, 2019 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00BKLWY790 |
|---|---|
| WKN | A2PVZ0 |
| Issuer | Legal & General |
| Inception Date | Nov 6, 2019 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
RIUG.L has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating, 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
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating had a return of 15.27% year-to-date (YTD) and 22.87% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.27% | 17.79% |
| 1 month | -0.68% | 0.18% |
| 6 months | 5.79% | 7.53% |
| 1 year | 22.87% | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of RIUG.L, 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 | 2.57% | 5.17% | 3.04% | -2.58% | 1.32% | 7.19% | -1.31% | -0.79% | 15.27% | ||||
| 2023 | 4.42% | 0.98% | 1.09% | -0.59% | 3.43% | 4.42% | 1.89% | 0.11% | -1.35% | -2.99% | 5.65% | 4.83% | 23.73% |
| 2022 | -8.13% | -1.86% | 6.68% | -4.50% | -3.85% | -4.12% | 8.77% | 1.24% | -3.40% | 1.50% | -2.16% | -4.53% | -14.61% |
| 2021 | -0.29% | 0.37% | 4.65% | 5.16% | -2.59% | 5.56% | 1.96% | 4.82% | -1.36% | 3.04% | 3.47% | 1.93% | 29.73% |
| 2020 | 1.01% | -5.77% | -6.37% | 9.40% | 6.72% | 2.30% | 0.69% | 6.57% | 0.44% | -3.32% | 7.15% | 1.80% | 20.99% |
| 2019 | 2.70% | 2.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of RIUG.L is 77, placing it in the top 23% 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 L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating (RIUG.L) 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 L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating. 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 L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating was 24.77%, occurring on Mar 23, 2020. Recovery took 71 trading sessions.
The current L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating drawdown is 2.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.77% | Feb 20, 2020 | 23 | Mar 23, 2020 | 71 | Jul 6, 2020 | 94 |
| -19.51% | Dec 10, 2021 | 126 | Jun 16, 2022 | 283 | Aug 1, 2023 | 409 |
| -7.38% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
| -7.23% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -6.8% | Feb 16, 2021 | 14 | Mar 5, 2021 | 18 | Mar 31, 2021 | 32 |
Volatility
Volatility Chart
The current L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating volatility is 4.15%, 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.