Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (ZPA5.DE)
ZPA5.DE is a passive ETF by Amundi tracking the investment results of the S&P 500 Net Zero 2050 Paris-Aligned ESG+. ZPA5.DE launched on Nov 22, 2023 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE000O5FBC47 |
|---|---|
| WKN | ETF137 |
| Issuer | Amundi |
| Inception Date | Nov 22, 2023 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | S&P 500 Net Zero 2050 Paris-Aligned ESG+ |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
ZPA5.DE has an expense ratio of 0.07%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: ZPA5.DE vs. XSXG.L, ZPA5.DE vs. SPPY.DE, ZPA5.DE vs. CSPX.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc, 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 S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc had a return of 20.17% year-to-date (YTD) and 24.91% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.17% | 17.95% |
| 1 month | 3.18% | 3.13% |
| 6 months | 9.56% | 9.95% |
| 1 year | 24.91% | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of ZPA5.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 | 4.63% | 5.02% | 3.45% | -2.34% | 0.75% | 7.80% | -0.19% | -0.96% | 20.17% | ||||
| 2023 | 5.18% | 0.83% | 0.80% | -0.33% | 5.41% | 3.66% | 2.51% | 0.60% | -2.40% | -3.28% | 6.70% | 4.06% | 25.83% |
| 2022 | -6.96% | -2.93% | 5.48% | -3.99% | -4.63% | -5.45% | 11.59% | -1.75% | -5.62% | 4.32% | -1.66% | -6.51% | -18.14% |
| 2021 | 0.48% | 3.62% | 7.13% | 3.33% | -1.50% | 6.69% | 3.14% | 4.38% | -2.81% | 6.14% | 2.36% | 4.11% | 43.33% |
| 2020 | -2.67% | 7.37% | -2.10% | -2.10% | 7.44% | 1.28% | 9.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ZPA5.DE is 90, placing it in the top 10% 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 S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (ZPA5.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 S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc. 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 S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc was 20.50%, occurring on Jun 16, 2022. Recovery took 379 trading sessions.
The current Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc drawdown is 1.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.5% | Dec 29, 2021 | 119 | Jun 16, 2022 | 379 | Dec 5, 2023 | 498 |
| -8.49% | Sep 3, 2020 | 13 | Sep 21, 2020 | 16 | Oct 13, 2020 | 29 |
| -7.68% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -6.64% | Oct 14, 2020 | 11 | Oct 28, 2020 | 8 | Nov 9, 2020 | 19 |
| -5.19% | Aug 31, 2021 | 25 | Oct 4, 2021 | 12 | Oct 20, 2021 | 37 |
Volatility
Volatility Chart
The current Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc volatility is 3.29%, 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.