Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc

ISIN FR0011042753

 | 

WKN LYX0M1

TER
0.40% p.a.
Distribution policy
Accumulating
Replication
Swap-based
Fund size
35 m
  • This product does only have marketing distribution rights for Spain, France.
 

Overview

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Description

The Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc seeks to track the IBEX 35 Leverage (2x) index. The IBEX 35 Leverage (2x) index tracks the two times leveraged performance of the IBEX 35 index. The IBEX 35 index tracks the 35 largest Spanish stocks.
 
The ETF's TER (total expense ratio) amounts to 0.40% p.a.. The ETF replicates the performance of the underlying index synthetically with a swap. The dividends in the ETF are accumulated and reinvested in the ETF.
 
The Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc is a small ETF with 35m Euro assets under management. The ETF was launched on 2 May 2011 and is domiciled in France.
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Leverage strategy

Chart

Basics

Data

Fund size
EUR 35 m
Total expense ratio
0.40% p.a.
Replication Synthetic (Funded swap)
Legal structure ETF
Strategy risk Leverage
Fund currency EUR
Currency risk Currency unhedged
Volatility 1 year (in EUR)
23.31%
Inception/ Listing Date 2 May 2011
Distribution policy Accumulating
Distribution frequency -
Fund domicile France
Fund Provider Amundi ETF
Tax data Bundesanzeiger
Germany Unknown
Switzerland No ESTV Reporting
Austria Tax Reporting Fund
UK No UK Reporting
Indextype Total return index
Swap counterparty Société Générale
Collateral manager
Securities lending No
Securities lending counterparty

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This section provides you with information on other ETFs with a similar investment focus to the Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc.
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How do you like our new ETF profile? Here you'll find our Questionnaire.

Performance

Returns overview

YTD +11.75%
1 month +7.41%
3 months +13.48%
6 months +30.36%
1 year +35.00%
3 years +62.56%
5 years +27.73%
Since inception (MAX) +127.40%
2023 +52.76%
2022 -9.41%
2021 +18.12%
2020 -33.95%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 23.31%
Volatility 3 years 32.42%
Volatility 5 years 40.98%
Return per risk 1 year 1.50
Return per risk 3 years 0.54
Return per risk 5 years 0.12
Maximum drawdown 1 year -16.21%
Maximum drawdown 3 years -37.64%
Maximum drawdown 5 years -65.26%
Maximum drawdown since inception -71.66%

Rolling 1 year volatility

Stock exchange

Listings

Listing Trade Currency Ticker Bloomberg /
iNAV Bloomberg Code
Reuters RIC /
iNAV Reuters
Market Maker
Madrid Stock Exchange EUR IBEXA IBEXA SM
IBEXAIV
IBEXA.MC
IBEXAINAV=SOLA
Societe Generale Corporate and Investment Banking

Frequently asked questions

What is the name of IBEXA?

The name of IBEXA is Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc.

What is the ticker of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc?

The primary ticker of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc is IBEXA.

What is the ISIN of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc?

The ISIN of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc is FR0011042753.

What are the costs of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc?

The total expense ratio (TER) of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc amounts to 0.40% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.

Is Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc paying dividends?

Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.

What's the fund size of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc?

The fund size of Amundi IBEX 35 Doble Apalancado Diario (2x) UCITS ETF Acc is 35m Euro. See the following article for more information about the size of ETFs.

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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.