Amundi MSCI USA ESG Universal Select UCITS ETF (SBIU.DE)
SBIU.DE is a passive ETF by Amundi Luxembourg S.A. tracking the investment results of the MSCI USA ESG Universal Select. SBIU.DE launched on May 28, 2020 and has a 0.15% expense ratio.
ETF Info
LU2109786660
A2PZC4
May 28, 2020
1x
MSCI USA ESG Universal Select
Luxembourg
Accumulating
Expense Ratio
SBIU.DE has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi MSCI USA ESG Universal Select UCITS ETF, 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
SBIU.DE
N/A
N/A
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^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of SBIU.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 | 4.21% | 4.00% | 8.38% | ||||||||||
| 2023 | 4.11% | 1.04% | 0.17% | -0.50% | 4.91% | 4.20% | 2.45% | 0.84% | -2.50% | -3.50% | 6.53% | 4.61% | 24.15% |
| 2022 | -6.60% | -3.16% | -5.71% | -3.38% | -4.26% | -5.59% | 11.12% | -1.72% | -5.49% | 4.37% | -1.73% | -6.50% | -26.28% |
| 2021 | -0.31% | 2.47% | 4.05% | 5.49% | 0.55% | 2.78% | 2.13% | 2.95% | -4.76% | 7.44% | -0.74% | 3.81% | 28.45% |
| 2020 | -20.90% | 0.00% | 34.12% | 2.39% | 5.84% | 7.48% | -4.00% | -2.57% | 10.96% | 3.04% | 32.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI USA ESG Universal Select UCITS ETF (SBIU.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 USA ESG Universal Select 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 Amundi MSCI USA ESG Universal Select UCITS ETF was 28.38%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.38% | Dec 28, 2021 | 120 | Jun 16, 2022 | — | — | — |
| -20.9% | Mar 6, 2020 | 7 | Mar 16, 2020 | 42 | May 18, 2020 | 49 |
| -16.58% | Sep 3, 2020 | 49 | Nov 10, 2020 | 3 | Nov 13, 2020 | 52 |
| -15.83% | Apr 7, 2021 | 1 | Apr 7, 2021 | 1 | Apr 8, 2021 | 2 |
| -6.54% | Jun 9, 2020 | 3 | Jun 11, 2020 | 21 | Jul 10, 2020 | 24 |
Volatility
Volatility Chart
The current Amundi MSCI USA ESG Universal Select UCITS ETF volatility is 3.44%, 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.