LYM9
- Amundi MSCI New Energy ESG Screened UCITS ETF DistKey Information
| Earliest date | 2010-01-12 |
| Exchange | FSX |
| Instrument Type | ETF |
| MIC Code | XFRA |
| Country | Germany |
ETF Information
| Fund Provider | Amundi |
| Index | MSCI ACWI IMI New Energy ESG Filtered |
| Expense Ratio | 0.6% |
| Number Of Holdings | 88 |
| Inception Date | 2007-10-10 |
| Asset Class | Equity |
| Other Symbols | ENER, LYM9, LYNRJ, NRJ, NRJL, NRJU |
| Currency | EUR |
| Distribution Policy | Distributing |
| Listing | EU-listed |
| Sector | Utilities |
| Investment Style | Blend |
| Non-leveraged | Non-leveraged |
Metrics
The metrics are based on price data from 2020-04-01 to 2025-03-31.
| CAGR | 0.2% |
| YTD Return | -7.9% |
| 1Y Return | -10.6% |
| 3Y Return (ann.) | -14.4% |
| 5Y Return (ann.) | -2.4% |
| Sharpe Ratio | 0.13 |
| Sortino Ratio | 0.18 |
| Omega Ratio | 1.02 |
| Calmar Ratio | 0.00 |
| Recovery Factor | 0.31 |
| Ulcer Performance Index | 0.28 |
| Serenity Ratio | 0.02 |
| Annualized Volatility | 23.9% |
| Max Drawdown | -50.1% |
| Longest Drawdown | 1226 days |
| Ulcer Index | 0.28 |
| Value at Risk | -2.5% |
| CVaR | -3.4% |
| Risk of Ruin | 0.0% |
| Kelly Criterion | 1.1% |
About LYM9
The Amundi MSCI New Energy ESG Screened UCITS ETF Dist is an equity fund that tracks the MSCI ACWI IMI New Energy ESG Filtered index, investing in companies worldwide that operate in the clean energy sector, with a focus on environmental, social, and corporate governance (ESG) criteria.
Performance Analysis
The charts are based on price data from 2020-04-01 to 2025-03-31.