Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR (SM8T.DE)
SM8T.DE is a passive ETF by Amundi tracking the investment results of the Scientific Beta Developed Multi Beta Multi-Strategy Equal-Weight. SM8T.DE launched on Apr 20, 2017 and has a 0.40% expense ratio.
ETF Info
| ISIN | LU1602145119 |
|---|---|
| WKN | A2DR4K |
| Issuer | Amundi |
| Inception Date | Apr 20, 2017 |
| Category | Global Equities |
| Leveraged | 1x |
| Index Tracked | Scientific Beta Developed Multi Beta Multi-Strategy Equal-Weight |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
SM8T.DE features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SM8T.DE vs. IQSA.DE, SM8T.DE vs. IS3R.DE, SM8T.DE vs. QQQ, SM8T.DE vs. JPGL.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi Index Equity Global Multi Smart Allocation Scientific Beta 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 Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR had a return of 18.99% year-to-date (YTD) and 27.46% in the last 12 months. Over the past 10 years, Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR had an annualized return of 9.09%, while the S&P 500 had an annualized return of 11.41%, indicating that Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.99% | 25.70% |
| 1 month | 3.62% | 3.51% |
| 6 months | 9.44% | 14.80% |
| 1 year | 27.46% | 37.91% |
| 5 years (annualized) | 8.59% | 14.18% |
| 10 years (annualized) | 9.09% | 11.41% |
Monthly Returns
The table below presents the monthly returns of SM8T.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 | 2.12% | 2.49% | 4.33% | -2.49% | 0.48% | 2.15% | 2.41% | -0.10% | 1.17% | 0.66% | 18.99% | ||
| 2023 | 3.13% | -0.27% | -1.12% | -0.02% | -0.74% | 2.86% | 2.46% | -0.90% | -0.51% | -4.30% | 4.71% | 4.55% | 9.87% |
| 2022 | -4.77% | -1.47% | 4.44% | -1.32% | -2.46% | -5.91% | 8.55% | -1.20% | -6.20% | 5.18% | 0.77% | -4.58% | -9.71% |
| 2021 | 1.40% | 1.84% | 8.09% | 1.25% | 0.08% | 3.75% | 1.54% | 1.99% | -1.49% | 3.78% | 0.68% | 4.19% | 30.33% |
| 2020 | 0.36% | -9.10% | -13.95% | 9.20% | 2.22% | 0.31% | -0.51% | 2.89% | 0.14% | -1.60% | 8.31% | 0.16% | -3.82% |
| 2019 | 7.70% | 3.75% | 2.06% | 2.67% | -3.88% | 3.07% | 3.35% | -0.90% | 3.42% | -1.06% | 3.78% | 0.90% | 27.29% |
| 2018 | -0.02% | -1.70% | -2.31% | 3.90% | 2.98% | -0.40% | 1.86% | 1.06% | 0.48% | -5.04% | 0.42% | -8.37% | -7.54% |
| 2017 | -0.83% | 4.95% | 0.11% | -0.32% | -1.00% | -0.73% | -0.97% | -0.94% | 2.50% | 3.05% | 0.36% | 0.86% | 7.05% |
| 2016 | -6.30% | 1.04% | 1.61% | 0.04% | 2.89% | -0.80% | 3.37% | -0.31% | 0.00% | -0.07% | 4.76% | 2.19% | 8.29% |
| 2015 | 7.20% | 4.71% | 4.05% | -1.36% | 1.20% | -3.75% | 3.52% | -7.24% | -2.57% | 8.27% | 3.71% | -3.17% | 14.16% |
| 2014 | 0.85% | -0.28% | 4.89% | 2.09% | 7.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SM8T.DE is 82, placing it in the top 18% 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 Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR (SM8T.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 Index Equity Global Multi Smart Allocation Scientific Beta 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 Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR was 35.69%, occurring on Mar 23, 2020. Recovery took 257 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.69% | Feb 20, 2020 | 23 | Mar 23, 2020 | 257 | Mar 29, 2021 | 280 |
| -20.22% | Apr 16, 2015 | 210 | Feb 11, 2016 | 211 | Dec 8, 2016 | 421 |
| -14.63% | Oct 2, 2018 | 59 | Dec 27, 2018 | 65 | Apr 1, 2019 | 124 |
| -14.25% | Jan 6, 2022 | 114 | Jun 16, 2022 | 413 | Jan 25, 2024 | 527 |
| -7.97% | Jan 10, 2018 | 22 | Feb 9, 2018 | 56 | May 16, 2018 | 78 |
Volatility
Volatility Chart
The current Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF EUR volatility is 3.56%, 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.