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Amundi MSCI India UCITS ETF EUR (18MK.DE)

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

18MK.DE is a passive ETF by Amundi tracking the investment results of the MSCI India. 18MK.DE launched on Apr 18, 2018 and has a 0.80% expense ratio.

Summary

ETF Info

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

Asset Class Size

Large

Asset Class Style

Growth

Expense Ratio

The Amundi MSCI India UCITS ETF EUR has a high expense ratio of 0.80%, indicating higher-than-average management fees.


0.80%
0.00%2.15%

Share Price Chart


Loading data...

Performance

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.


100.00%200.00%300.00%400.00%500.00%OctoberNovemberDecember2024February
158.53%
464.39%
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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

Amundi MSCI India UCITS ETF EUR

Return

Amundi MSCI India UCITS ETF EUR had a return of 8.95% year-to-date (YTD) and 33.79% in the last 12 months. Over the past 10 years, Amundi MSCI India UCITS ETF EUR had an annualized return of 13.87%, outperforming the S&P 500 benchmark which had an annualized return of 10.71%.


PeriodReturnBenchmark
Year-To-Date8.95%6.84%
1 month4.27%3.48%
6 months20.12%13.06%
1 year33.79%28.97%
5 years (annualized)13.95%12.72%
10 years (annualized)13.87%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20245.30%
2023-0.93%3.51%-3.16%5.13%4.63%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for Amundi MSCI India UCITS ETF EUR (18MK.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
18MK.DE
Amundi MSCI India UCITS ETF EUR
2.37
^GSPC
S&P 500
2.30

Sharpe Ratio

The current Amundi MSCI India UCITS ETF EUR Sharpe ratio is 2.37. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024February
2.37
2.05
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)

Dividend History


Amundi MSCI India 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%OctoberNovemberDecember2024February
-0.58%
0
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 0.58%.


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 Chart

The current Amundi MSCI India UCITS ETF EUR volatility is 4.70%, 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%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024February
4.70%
3.77%
18MK.DE (Amundi MSCI India UCITS ETF EUR)
Benchmark (^GSPC)