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PLAN.DE vs. KLMT.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PLAN.DE vs. KLMT.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) and Amundi Global Aggregate Green Bond UCITS ETF Acc (KLMT.DE). The values are adjusted to include any dividend payments, if applicable.

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PLAN.DE vs. KLMT.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
PLAN.DE
Lyxor Corporate Green Bond (DR) UCITS ETF - Acc
0.04%1.00%6.07%6.47%-13.19%-0.21%
KLMT.DE
Amundi Global Aggregate Green Bond UCITS ETF Acc
-0.26%-0.22%3.21%6.84%-18.17%-0.70%

Returns By Period

In the year-to-date period, PLAN.DE achieves a 0.04% return, which is significantly higher than KLMT.DE's -0.26% return.


PLAN.DE

1D
0.33%
1M
-0.37%
YTD
0.04%
6M
0.38%
1Y
1.53%
3Y*
3.98%
5Y*
10Y*

KLMT.DE

1D
-0.41%
1M
-1.24%
YTD
-0.26%
6M
-0.29%
1Y
0.76%
3Y*
2.43%
5Y*
-2.09%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PLAN.DE vs. KLMT.DE - Expense Ratio Comparison

PLAN.DE has a 0.20% expense ratio, which is lower than KLMT.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

PLAN.DE vs. KLMT.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLAN.DE
PLAN.DE Risk / Return Rank: 2626
Overall Rank
PLAN.DE Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
PLAN.DE Sortino Ratio Rank: 2222
Sortino Ratio Rank
PLAN.DE Omega Ratio Rank: 2121
Omega Ratio Rank
PLAN.DE Calmar Ratio Rank: 3131
Calmar Ratio Rank
PLAN.DE Martin Ratio Rank: 2929
Martin Ratio Rank

KLMT.DE
KLMT.DE Risk / Return Rank: 1414
Overall Rank
KLMT.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
KLMT.DE Sortino Ratio Rank: 1414
Sortino Ratio Rank
KLMT.DE Omega Ratio Rank: 1313
Omega Ratio Rank
KLMT.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
KLMT.DE Martin Ratio Rank: 1414
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.

PLAN.DE vs. KLMT.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) and Amundi Global Aggregate Green Bond UCITS ETF Acc (KLMT.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PLAN.DEKLMT.DEDifference

Sharpe ratio

Return per unit of total volatility

0.49

0.21

+0.29

Sortino ratio

Return per unit of downside risk

0.69

0.31

+0.38

Omega ratio

Gain probability vs. loss probability

1.09

1.04

+0.05

Calmar ratio

Return relative to maximum drawdown

1.03

0.22

+0.81

Martin ratio

Return relative to average drawdown

3.26

0.82

+2.45

PLAN.DE vs. KLMT.DE - Sharpe Ratio Comparison

The current PLAN.DE Sharpe Ratio is 0.49, which is higher than the KLMT.DE Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of PLAN.DE and KLMT.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PLAN.DEKLMT.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

0.21

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

-0.28

+0.23

Correlation

The correlation between PLAN.DE and KLMT.DE is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PLAN.DE vs. KLMT.DE - Dividend Comparison

Neither PLAN.DE nor KLMT.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

PLAN.DE vs. KLMT.DE - Drawdown Comparison

The maximum PLAN.DE drawdown since its inception was -14.57%, smaller than the maximum KLMT.DE drawdown of -21.03%. Use the drawdown chart below to compare losses from any high point for PLAN.DE and KLMT.DE.


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Drawdown Indicators


PLAN.DEKLMT.DEDifference

Max Drawdown

Largest peak-to-trough decline

-14.57%

-21.03%

+6.46%

Max Drawdown (1Y)

Largest decline over 1 year

-1.67%

-3.19%

+1.52%

Max Drawdown (5Y)

Largest decline over 5 years

-20.36%

Current Drawdown

Current decline from peak

-1.70%

-12.66%

+10.96%

Average Drawdown

Average peak-to-trough decline

-6.69%

-10.82%

+4.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

0.85%

-0.32%

Volatility

PLAN.DE vs. KLMT.DE - Volatility Comparison

The current volatility for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) is 1.09%, while Amundi Global Aggregate Green Bond UCITS ETF Acc (KLMT.DE) has a volatility of 1.76%. This indicates that PLAN.DE experiences smaller price fluctuations and is considered to be less risky than KLMT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLAN.DEKLMT.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.09%

1.76%

-0.67%

Volatility (6M)

Calculated over the trailing 6-month period

1.90%

2.53%

-0.63%

Volatility (1Y)

Calculated over the trailing 1-year period

3.12%

3.71%

-0.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.64%

5.74%

-1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.64%

6.77%

-2.13%