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
IE00BF92LV92
A2JFY7
Apr 5, 2018
1x
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector
Ireland
Accumulating
Large-Cap
Blend
Expense Ratio
5HEE.DE has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.DE) returned -11.08% year-to-date (YTD) and -1.82% over the past 12 months.
5HEE.DE
-11.08%
4.93%
-11.92%
-1.82%
9.99%
N/A
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of 5HEE.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 | 2.08% | -0.10% | -9.74% | -6.74% | 3.57% | -11.08% | |||||||
| 2024 | 0.15% | 0.97% | 2.57% | -3.28% | -1.62% | 2.20% | 2.59% | -1.46% | 0.51% | 3.17% | 8.04% | -3.45% | 10.30% |
| 2023 | 7.86% | 1.38% | -1.51% | -2.39% | 1.45% | 3.79% | 0.57% | -1.84% | -3.47% | -5.34% | 6.71% | 5.11% | 11.99% |
| 2022 | -6.15% | -1.09% | 5.47% | -0.02% | -6.70% | -4.43% | 13.07% | -0.43% | -5.73% | 5.12% | -1.50% | -7.70% | -11.48% |
| 2021 | -0.31% | 5.31% | 5.59% | 1.94% | -0.44% | 4.97% | 1.05% | 3.35% | -1.50% | 4.53% | -0.25% | 4.45% | 32.30% |
| 2020 | 1.14% | -8.38% | -9.25% | 9.49% | 2.93% | 2.08% | 0.37% | 6.08% | 0.63% | -2.59% | 10.63% | 1.17% | 12.99% |
| 2019 | 6.93% | 4.95% | 3.38% | 3.99% | -4.42% | 4.14% | 4.84% | -1.08% | 2.07% | 0.73% | 4.00% | 0.67% | 34.06% |
| 2018 | 0.63% | 3.28% | 4.39% | 1.80% | -6.78% | 2.01% | -8.36% | -3.75% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 5HEE.DE is 12, meaning it’s performing worse than 88% 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 (EUR) (5HEE.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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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 15.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 161 | Nov 9, 2020 | 184 |
| -22.48% | Dec 12, 2024 | 80 | Apr 9, 2025 | — | — | — |
| -16.17% | Apr 11, 2022 | 47 | Jun 16, 2022 | 40 | Aug 11, 2022 | 87 |
| -16.15% | Aug 19, 2022 | 308 | Oct 30, 2023 | 245 | Oct 15, 2024 | 553 |
| -15.81% | Oct 2, 2018 | 59 | Dec 27, 2018 | 64 | Mar 29, 2019 | 123 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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