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Amundi MSCI India UCITS ETF EUR (18MK.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINLU1681043086
WKNA2H57G
IssuerAmundi
Inception DateApr 18, 2018
CategoryAsia Pacific Equities
Leveraged1x
Index TrackedMSCI India
DomicileLuxembourg
Distribution PolicyAccumulating
Asset ClassEquity

Asset Class Size

Large

Asset Class Style

Growth

Expense Ratio

18MK.DE features an expense ratio of 0.80%, falling within the medium range.


Expense ratio chart for 18MK.DE: current value at 0.80% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.80%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: 18MK.DE vs. SWDA.L, 18MK.DE vs. INDA, 18MK.DE vs. SPY, 18MK.DE vs. SCHD, 18MK.DE vs. VOO, 18MK.DE vs. LYMD.DE, 18MK.DE vs. BRK-B, 18MK.DE vs. ^GSPC, 18MK.DE vs. ^NDX

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Amundi MSCI India 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.


0.00%5.00%10.00%15.00%MayJuneJulyAugustSeptemberOctober
12.71%
7.24%
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)

Returns By Period

Amundi MSCI India UCITS ETF EUR had a return of 23.99% year-to-date (YTD) and 31.16% in the last 12 months. Over the past 10 years, Amundi MSCI India UCITS ETF EUR had an annualized return of 11.46%, while the S&P 500 benchmark had an annualized return of 11.27%, indicating that Amundi MSCI India UCITS ETF EUR performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date23.99%19.68%
1 month1.06%1.07%
6 months11.79%9.66%
1 year31.16%33.12%
5 years (annualized)15.62%14.47%
10 years (annualized)11.46%11.27%

Monthly Returns

The table below presents the monthly returns of 18MK.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.30%3.47%0.45%2.67%-0.65%8.02%3.25%-1.45%0.74%23.99%
2023-4.57%-2.89%-0.86%2.58%5.45%3.16%1.89%-0.93%3.51%-3.16%5.13%4.63%14.11%
20220.99%-4.08%3.81%3.32%-8.17%-3.81%12.55%3.95%-2.93%2.23%0.15%-8.24%-2.07%
2021-1.25%5.09%6.19%-3.98%6.82%2.26%1.61%10.24%2.29%-0.58%-0.49%1.73%33.31%
2020-1.47%-7.12%-23.06%12.18%-2.57%5.57%4.36%2.96%3.39%0.01%5.94%7.44%2.74%
2019-0.81%0.63%9.82%0.55%0.69%-2.11%-4.69%-2.20%5.09%1.29%0.62%1.02%9.58%
2018-0.48%-4.87%-5.06%6.89%-0.78%-2.77%7.88%1.51%-9.10%-5.07%10.57%-1.81%-4.91%
20172.75%7.02%5.40%-0.54%-1.78%-3.20%4.56%-1.50%-3.04%8.59%-1.58%2.75%20.20%
2016-9.87%-3.36%7.64%2.45%2.13%0.74%5.45%0.36%-1.30%1.17%-4.01%0.11%0.35%
201517.40%1.80%0.55%-11.18%5.78%-1.68%2.33%-9.31%-0.21%4.38%-1.81%-1.67%3.59%
2014-2.69%2.19%8.98%-0.98%9.69%3.27%4.66%3.85%1.53%2.37%4.72%-4.23%37.71%
20132.77%-1.73%-0.95%1.88%-2.23%-7.46%-4.22%-11.99%7.92%9.69%-2.50%1.72%-8.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 18MK.DE is 71, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 18MK.DE is 7171
18MK.DE (Amundi MSCI India UCITS ETF EUR)
The Sharpe Ratio Rank of 18MK.DE is 6060Sharpe Ratio Rank
The Sortino Ratio Rank of 18MK.DE is 5454Sortino Ratio Rank
The Omega Ratio Rank of 18MK.DE is 6969Omega Ratio Rank
The Calmar Ratio Rank of 18MK.DE is 9595Calmar Ratio Rank
The Martin Ratio Rank of 18MK.DE is 8080Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Amundi MSCI India UCITS ETF EUR (18MK.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


18MK.DE
Sharpe ratio
The chart of Sharpe ratio for 18MK.DE, currently valued at 1.97, compared to the broader market0.002.004.006.001.97
Sortino ratio
The chart of Sortino ratio for 18MK.DE, currently valued at 2.59, compared to the broader market0.005.0010.002.59
Omega ratio
The chart of Omega ratio for 18MK.DE, currently valued at 1.40, compared to the broader market1.001.502.002.503.003.501.40
Calmar ratio
The chart of Calmar ratio for 18MK.DE, currently valued at 4.03, compared to the broader market0.005.0010.0015.004.03
Martin ratio
The chart of Martin ratio for 18MK.DE, currently valued at 15.22, compared to the broader market0.0020.0040.0060.0080.00100.00120.0015.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.64, compared to the broader market0.002.004.006.002.64
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.005.0010.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.48, compared to the broader market1.001.502.002.503.003.501.48
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.34, compared to the broader market0.005.0010.0015.002.34
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 16.15, compared to the broader market0.0020.0040.0060.0080.00100.00120.0016.15

Sharpe Ratio

The current Amundi MSCI India UCITS ETF EUR Sharpe ratio is 1.97. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Amundi MSCI India UCITS ETF EUR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.00MayJuneJulyAugustSeptemberOctober
1.97
2.21
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)

Dividends

Dividend History


Amundi MSCI India UCITS ETF EUR doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%MayJuneJulyAugustSeptemberOctober
-1.49%
-0.86%
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi MSCI India 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 MSCI India UCITS ETF EUR was 42.41%, occurring on Aug 28, 2013. Recovery took 215 trading sessions.

The current Amundi MSCI India UCITS ETF EUR drawdown is 1.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.41%Nov 11, 2010455Aug 28, 2013215Nov 3, 2014670
-41.56%Feb 17, 202024Mar 23, 2020179Jan 4, 2021203
-33.79%Apr 14, 2015167Feb 11, 2016379Jan 8, 2018546
-20.31%Sep 15, 2022138Mar 28, 2023179Dec 7, 2023317
-17.88%Aug 21, 201837Oct 23, 201876Mar 19, 2019113

Volatility

Volatility Chart

The current Amundi MSCI India UCITS ETF EUR volatility is 3.79%, 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%4.00%6.00%8.00%10.00%MayJuneJulyAugustSeptemberOctober
3.79%
3.97%
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)