LBRE vs. 4COP - ETF Comparison
LBRE - Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc
The Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc is an exchange-traded fund that tracks the STOXX Europe 600 Basic Resources index, providing investors with exposure to the European basic resources sector. The fund is domiciled in Luxembourg and has a total expense ratio of 0.30% per annum.
4COP - Global X Copper Miners UCITS ETF USD Accumulating
The Global X Copper Miners UCITS ETF USD Accumulating tracks the Solactive Global Copper Miners index, investing in companies worldwide engaged in copper exploration, mining, and refining. The fund offers a diversified portfolio of copper miners with a total expense ratio of 0.65% p.a.
| LBRE | 4COP | |
|---|---|---|
| Fund Name | Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc | Global X Copper Miners UCITS ETF USD Accumulating |
| Fund Provider | Amundi | Global X |
| Index | STOXX® Europe 600 Basic Resources | Solactive Global Copper Miners |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.3% | 0.65% |
| Inception Date | 2006-08-25 | 2021-11-22 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Global |
| Sector | Materials | Materials |
| Sector Detail | Basic Materials | Basic Materials |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.