Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.DE)
5HEE.DE is a passive ETF by Natixis tracking the investment results of the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector. 5HEE.DE launched on Apr 5, 2018 and has a 0.75% expense ratio.
ETF Info
| ISIN | IE00BF92LV92 |
|---|---|
| WKN | A2JFY7 |
| Issuer | Natixis |
| Inception Date | Apr 5, 2018 |
| Category | Large Cap Blend Equities |
| Index Tracked | Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large |
Asset Class Style | Blend |
Expense Ratio
5HEE.DE has a high expense ratio of 0.75%, indicating higher-than-average management fees.
Share Price Chart
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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 (EUR), 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 (EUR) had a return of -0.84% year-to-date (YTD) and 9.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.84% | 7.50% |
| 1 month | -2.50% | -1.61% |
| 6 months | 8.07% | 17.65% |
| 1 year | 9.20% | 26.26% |
| 5 years (annualized) | 10.28% | 11.73% |
| 10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.15% | 0.97% | 2.57% | -3.28% | ||||||||
| 2023 | -5.34% | 6.71% | 5.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 5HEE.DE is 36, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR)(5HEE.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector 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 Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) was 32.56%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) drawdown is 5.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -16.17% | Apr 11, 2022 | 47 | Jun 16, 2022 | 40 | Aug 11, 2022 | 87 |
| -16.15% | Aug 19, 2022 | 308 | Oct 30, 2023 | — | — | — |
| -15.81% | Oct 2, 2018 | 59 | Dec 27, 2018 | 64 | Mar 29, 2019 | 123 |
| -9.96% | Dec 29, 2021 | 41 | Feb 24, 2022 | 31 | Apr 8, 2022 | 72 |
Volatility
Volatility Chart
The current Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) volatility is 3.02%, 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.