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Issuer
L&G
Inception Date
Nov 6, 2019
Leveraged
1x (No leverage)
Index Tracked
L&G US ESG Paris Aligned UCITS ETF
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

RIUS.L Performance Chart

L&G US ESG Paris Aligned UCITS ETF (RIUS.L) is up 9.5% since the beginning of the year. RIUS.L is currently trading at $27 per share. Investors who bought $1,000 worth of RIUS.L shares 5 years ago would now be looking at an investment worth $1,816.


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S&P 500 Index

Returns By Period

L&G US ESG Paris Aligned UCITS ETF (RIUS.L) has returned 9.48% so far this year and 21.59% over the past 12 months.


L&G US ESG Paris Aligned UCITS ETF

1D
-0.04%
1M
-0.07%
6M
9.26%
YTD
9.48%
1Y
21.59%
3Y*
20.56%
5Y*
12.67%
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIUS.L Monthly Returns History

Based on dividend-adjusted daily data since Nov 26, 2019, RIUS.L's average daily return is +0.07%, while the average monthly return is +1.35%. At this rate, an investment would double in approximately 4.3 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +12.3%, while the worst month was Feb 2020 at -9.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, RIUS.L closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 13, 2020 at -9.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.36%-1.28%-7.63%12.28%6.81%-1.49%1.26%9.48%
20253.42%-4.18%-6.72%0.15%8.12%5.32%3.52%1.22%3.57%3.66%-0.48%0.73%18.88%
20242.28%4.52%3.15%-3.54%2.88%6.48%0.31%1.49%2.68%-0.25%5.39%-1.36%26.31%
20236.75%-0.67%3.21%1.13%1.90%6.98%3.13%-1.33%-5.06%-3.51%10.21%5.65%30.95%
2022-7.96%-2.03%4.52%-8.80%-3.51%-7.52%8.91%-3.15%-7.53%4.70%1.62%-3.63%-23.30%
20210.16%1.89%2.66%6.48%-0.27%2.95%2.67%3.62%-4.26%5.69%0.09%3.26%27.45%

Benchmark Metrics

L&G US ESG Paris Aligned UCITS ETF has an annualized alpha of 9.40%, beta of 0.47, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since November 26, 2019.

  • This ETF captured 103.64% of S&P 500 Index gains but only 98.60% of its losses - a favorable profile for investors.
  • Beta of 0.47 may look defensive, but with R2 of 0.25 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.25 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
9.40%
Beta
0.47
0.25
Upside Capture
103.64%
Downside Capture
98.60%

Expense Ratio

RIUS.L has an expense ratio of 0.12%, which is considered low.


Return for Risk

Risk / Return Rank

RIUS.L ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


RIUS.L Risk / Return Rank: 5858
Overall Rank
RIUS.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
RIUS.L Sortino Ratio Rank: 6464
Sortino Ratio Rank
RIUS.L Omega Ratio Rank: 5757
Omega Ratio Rank
RIUS.L Calmar Ratio Rank: 5151
Calmar Ratio Rank
RIUS.L Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for L&G US ESG Paris Aligned UCITS ETF (RIUS.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RIUS.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.29

1.31

-0.02

Calmar ratioReturn relative to maximum drawdown

2.08

2.35

-0.27

Martin ratioReturn relative to average drawdown

8.33

10.19

-1.86

Dividends

Dividend History


L&G US ESG Paris Aligned UCITS ETF doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the L&G US ESG Paris Aligned UCITS ETF. 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 Paris Aligned UCITS ETF was 33.35%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.

The current L&G US ESG Paris Aligned UCITS ETF drawdown is 0.87%.


Drawdown

Fall

Recovery

Underwater

Related event

-33.35%Mar 2020
1mo 2d4mo
5mo 2dFeb 2020 - Jul 2020
COVID crash2020
-27.59%Oct 2022
9mo 15d1y 3mo
2y 19dDec 2021 - Jan 2024
Bear market2022
-20.30%Apr 2025
1mo 18d2mo 19d
4mo 7dFeb 2025 - Jun 2025
2025 selloff2025
-10.68%Mar 2026
2mo 1d18d
2mo 19dJan 2026 - Apr 2026
-8.77%Aug 2024
20d1mo 15d
2mo 5dJul 2024 - Sep 2024

Drawdown Indicators


RIUS.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-33.35%

-56.78%

+23.43%

Max Drawdown (1Y)

Largest decline over 1 year

-10.68%

-9.10%

-1.58%

Max Drawdown (3Y)

Largest decline over 3 years

-20.30%

-18.90%

-1.40%

Max Drawdown (5Y)

Largest decline over 5 years

-27.59%

-25.43%

-2.16%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.87%

-0.49%

-0.38%

Average Drawdown

Average peak-to-trough decline

-6.30%

-10.70%

+4.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.68%

2.09%

+0.59%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with RIUS.L

Add L&G US ESG Paris Aligned UCITS ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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