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Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE)

ETF · Currency in EUR · Last updated Mar 1, 2024

18M2.DE is a passive ETF by Amundi tracking the investment results of the MSCI EMU High Dividend Yield. 18M2.DE launched on Mar 3, 2009 and has a 0.30% expense ratio.

Summary

ETF Info

ISINFR0010717090
WKNA0RF42
IssuerAmundi
Inception DateMar 3, 2009
CategoryEurope Equities
Index TrackedMSCI EMU High Dividend Yield
DomicileFrance
Distribution PolicyAccumulating
Asset ClassEquity

Asset Class Size

Large

Asset Class Style

Value

Expense Ratio

The Amundi ETF MSCI EMU High Dividend UCITS ETF EUR has a high expense ratio of 0.30%, indicating higher-than-average management fees.


0.30%
0.00%2.15%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of €10,000 in Amundi ETF MSCI EMU High Dividend UCITS ETF EUR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%350.00%400.00%450.00%OctoberNovemberDecember2024February
150.78%
421.67%
18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 18M2.DE

Amundi ETF MSCI EMU High Dividend UCITS ETF EUR

Return

Amundi ETF MSCI EMU High Dividend UCITS ETF EUR had a return of 3.44% year-to-date (YTD) and 11.56% in the last 12 months. Over the past 10 years, Amundi ETF MSCI EMU High Dividend UCITS ETF EUR had an annualized return of 8.17%, while the S&P 500 had an annualized return of 10.71%, indicating that Amundi ETF MSCI EMU High Dividend UCITS ETF EUR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.44%6.84%
1 month2.95%3.48%
6 months6.84%13.06%
1 year11.56%28.97%
5 years (annualized)6.56%12.72%
10 years (annualized)8.17%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.85%
2023-1.74%-0.63%-3.48%5.00%2.56%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
18M2.DE
Amundi ETF MSCI EMU High Dividend UCITS ETF EUR
0.87
^GSPC
S&P 500
2.30

Sharpe Ratio

The current Amundi ETF MSCI EMU High Dividend UCITS ETF EUR Sharpe ratio is 0.87. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50OctoberNovemberDecember2024February
0.87
2.05
18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR)
Benchmark (^GSPC)

Dividend History


Amundi ETF MSCI EMU High Dividend UCITS ETF EUR doesn't pay dividends

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-8.00%-6.00%-4.00%-2.00%0.00%OctoberNovemberDecember2024February00
18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi ETF MSCI EMU High Dividend UCITS ETF EUR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Amundi ETF MSCI EMU High Dividend UCITS ETF EUR was 37.06%, occurring on Mar 18, 2020. Recovery took 266 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.06%Feb 20, 202020Mar 18, 2020266Apr 8, 2021286
-30.1%Feb 22, 201117Jun 1, 2012120Sep 10, 2013137
-21.65%Apr 14, 2015137Feb 11, 2016162Mar 16, 2017299
-20.81%Jan 6, 2022189Sep 29, 2022110Mar 3, 2023299
-12.3%May 23, 2018152Dec 27, 201856Mar 19, 2019208

Volatility Chart

The current Amundi ETF MSCI EMU High Dividend UCITS ETF EUR volatility is 2.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%2.50%3.00%3.50%4.00%OctoberNovemberDecember2024February
2.34%
3.77%
18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR)
Benchmark (^GSPC)