Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE)
5HED.DE is a passive ETF by Natixis tracking the investment results of the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector. 5HED.DE launched on Apr 5, 2018 and has a 0.75% expense ratio.
ETF Info
IE00BF92LR56
A2JFY6
Apr 5, 2018
1x
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector
Ireland
Accumulating
Expense Ratio
5HED.DE features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) had a return of -5.38% year-to-date (YTD) and -0.49% in the last 12 months.
5HED.DE
-5.38%
-6.20%
-2.97%
-0.49%
N/A
N/A
^GSPC (Benchmark)
-4.13%
-6.82%
0.23%
9.48%
15.81%
10.54%
Monthly Returns
The table below presents the monthly returns of 5HED.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.65% | 0.02% | -5.38% | ||||||||||
| 2024 | -1.77% | 0.69% | 2.44% | -4.33% | -0.16% | 0.99% | 3.66% | 0.67% | 1.32% | 0.49% | 4.93% | -4.39% | 4.19% |
| 2023 | 9.86% | -1.03% | 0.83% | -0.86% | -1.97% | 5.94% | 1.93% | -3.54% | -5.77% | -5.51% | 10.23% | 6.55% | 16.05% |
| 2022 | -6.86% | -1.16% | 4.23% | -5.14% | -5.10% | -6.69% | 9.95% | -1.53% | -8.22% | 6.02% | 2.91% | -4.53% | -16.59% |
| 2021 | -0.12% | 2.18% | 2.77% | -3.15% | 4.23% | -2.44% | 4.67% | 8.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 5HED.DE is 14, meaning it’s performing worse than 86% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD). 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 Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) was 22.12%, occurring on Jun 16, 2022. Recovery took 584 trading sessions.
The current Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) drawdown is 10.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.12% | Jan 3, 2022 | 117 | Jun 16, 2022 | 584 | Sep 27, 2024 | 701 |
| -10.7% | Dec 9, 2024 | 64 | Mar 13, 2025 | — | — | — |
| -5.13% | Sep 7, 2021 | 22 | Oct 6, 2021 | 12 | Oct 22, 2021 | 34 |
| -4.44% | Nov 5, 2021 | 21 | Dec 3, 2021 | 15 | Dec 27, 2021 | 36 |
| -2.41% | Sep 30, 2024 | 5 | Oct 4, 2024 | 7 | Oct 15, 2024 | 12 |
Volatility
Volatility Chart
The current Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) volatility is 4.37%, 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.