LU1681048556
LU1681048556
Amundi S&P 500 Buyback UCITS ETF USD Acc
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Risk & Diversification Scores
Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.
Volatility Risk Score
5/7 Elevated
5 / 7 SRI PRIIPs Risk Class
Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon).
Volatility (5Y)
16.9% p.a.
5-Year HorizonMax Drawdown (5Y)
-22.5%
Deepest DrawdownSharpe Ratio
0.43
Moderate (0.0 - 0.5)Rec. Holding Period
5 - 10+ Years
Investment HorizonElevated Risk / Growth: Score Basis:
Diversification Score
High Concentration (> 50%)
68 / 100 Portfolio Diversification
4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)
High concentration risk: A few heavyweights drive the majority of fund value.
Top 10 Holdings
59%
FocusedEffective Holdings
~25
of 38 holdingsTop Sector
26.9%
TechnologyTop Region / Country
92.9%
United StatesElevated concentration in top individual holdings, leading sectors, or key regions.
Multi-Horizon Risk & Performance Matrix
Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.
Timeframe | Volatility (p.a.) | Max Drawdown | Sharpe Ratio | Return (p.a.) |
|---|---|---|---|---|
| 1 Year | — | — | — | +10.3% |
| 3 Years | 14.5% | -19.2% | 1.04 | +17.5% |
| 5 Years | 16.9% | -22.5% | 0.43 | +9.7% |
| 10 Years | 18.9% | -43.2% | 0.52 | +12.4% |
Notes & Warnings
🟢 Favorable / fair valuation: Avg P/E of 21.3
🟢 Deep market liquidity & capital coverage (Tier 1)
Solid fund volume
🟢 High institutional analyst coverage (24.7 analysts)
⚠️ Elevated top 10 holdings concentration: 59% of fund in top 10 positions.
🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 74% of total forward growth.