PortfoliosLab logoPortfoliosLab logo
Issuer
Franklin
Inception Date
Jul 29, 2020
Leveraged
1x (No leverage)
Index Tracked
Franklin S&P 500 Paris Aligned Climate UCITS ETF
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

USPA.L Performance Chart

Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) is up 7.0% since the beginning of the year. USPA.L is currently trading at $61 per share. Investors who bought $1,000 worth of USPA.L shares 5 years ago would now be looking at an investment worth $1,775.


Loading charts...

S&P 500 Index

Returns By Period

Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.L) has returned 7.03% so far this year and 17.98% over the past 12 months.


Franklin S&P 500 Paris Aligned Climate UCITS ETF

1D
-0.31%
1M
-0.65%
6M
7.59%
YTD
7.03%
1Y
17.98%
3Y*
19.02%
5Y*
12.16%
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)

USPA.L Monthly Returns History

Based on dividend-adjusted daily data since Jul 29, 2020, USPA.L's average daily return is +0.07%, while the average monthly return is +1.34%. At this rate, an investment would double in approximately 4.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2026 with a return of +11.3%, while the worst month was Apr 2022 at -8.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, USPA.L closed higher 56% of trading days. The best single day was Apr 10, 2025 with a return of +5.0%, while the worst single day was Jan 24, 2022 at -4.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.77%-2.05%-6.89%11.25%7.33%-1.14%0.20%7.03%
20253.24%-3.57%-5.71%-0.71%7.35%4.01%2.65%1.38%3.14%2.98%-0.49%1.13%15.76%
20242.83%4.59%3.30%-3.36%2.35%6.23%0.79%1.24%2.79%-0.06%5.15%-1.51%26.74%
20236.91%-1.50%3.04%1.29%1.83%6.50%3.35%-1.05%-4.84%-3.19%10.00%5.61%30.46%
2022-7.59%-2.49%4.23%-8.91%-3.00%-7.52%8.68%-3.33%-7.80%5.59%2.36%-3.04%-22.10%
2021-0.14%2.59%4.42%5.86%0.59%2.96%3.41%3.88%-4.26%5.49%0.11%3.79%32.21%

Benchmark Metrics

Franklin S&P 500 Paris Aligned Climate UCITS ETF has an annualized alpha of 7.92%, beta of 0.54, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since July 29, 2020.

  • Beta of 0.54 may look defensive, but with R2 of 0.30 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 0.30 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
7.92%
Beta
0.54
0.30
Upside Capture
100.55%
Downside Capture
98.40%

Expense Ratio

USPA.L has an expense ratio of 0.07%, which is considered low.


Return for Risk

Risk / Return Rank

USPA.L ranks 51 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.


USPA.L Risk / Return Rank: 5151
Overall Rank
USPA.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
USPA.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
USPA.L Omega Ratio Rank: 5353
Omega Ratio Rank
USPA.L Calmar Ratio Rank: 4141
Calmar Ratio Rank
USPA.L Martin Ratio Rank: 4949
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 Franklin S&P 500 Paris Aligned Climate UCITS ETF (USPA.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.


USPA.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.20

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.27

1.31

-0.04

Calmar ratioReturn relative to maximum drawdown

1.75

2.35

-0.60

Martin ratioReturn relative to average drawdown

6.61

10.19

-3.58

Dividends

Dividend History


Franklin S&P 500 Paris Aligned Climate 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Franklin S&P 500 Paris Aligned Climate 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 Franklin S&P 500 Paris Aligned Climate UCITS ETF was 27.78%, occurring on Oct 12, 2022. Recovery took 300 trading sessions.

The current Franklin S&P 500 Paris Aligned Climate UCITS ETF drawdown is 1.28%.


Drawdown

Fall

Recovery

Underwater

Related event

-27.78%Oct 2022
9mo 15d1y 2mo
1y 11moDec 2021 - Dec 2023
Bear market2022
-18.86%Apr 2025
1mo 18d2mo 21d
4mo 9dFeb 2025 - Jun 2025
2025 selloff2025
-10.58%Mar 2026
2mo 21d1mo 1d
3mo 22dJan 2026 - Apr 2026
-9.18%Sep 2020
18d1mo 15d
2mo 3dSep 2020 - Nov 2020
-7.24%Aug 2024
19d1mo 13d
2mo 2dJul 2024 - Sep 2024

Drawdown Indicators


USPA.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-27.78%

-56.78%

+29.00%

Max Drawdown (1Y)

Largest decline over 1 year

-10.58%

-9.10%

-1.48%

Max Drawdown (3Y)

Largest decline over 3 years

-18.86%

-18.90%

+0.04%

Max Drawdown (5Y)

Largest decline over 5 years

-27.78%

-25.43%

-2.35%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.28%

-0.49%

-0.79%

Average Drawdown

Average peak-to-trough decline

-5.97%

-10.70%

+4.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.80%

2.09%

+0.71%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with USPA.L

Add Franklin S&P 500 Paris Aligned Climate UCITS ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with USPA.L