CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE)
CSY8.DE is a passive ETF by Credit Suisse tracking the investment results of the MSCI USA Small Cap ESG Leaders. CSY8.DE launched on Jun 29, 2020 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BMDX0L03 |
|---|---|
| WKN | A2P4U1 |
| Issuer | Credit Suisse |
| Inception Date | Jun 29, 2020 |
| Category | Small Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Small Cap ESG Leaders |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
CSY8.DE has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B 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
CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD had a return of 20.24% year-to-date (YTD) and 33.60% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.24% | 25.48% |
| 1 month | 8.68% | 2.14% |
| 6 months | 13.60% | 12.76% |
| 1 year | 33.60% | 33.14% |
| 5 years (annualized) | N/A | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of CSY8.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.03% | 2.57% | 4.91% | -5.22% | 0.78% | 0.43% | 7.38% | -3.85% | 0.28% | 2.86% | 20.24% | ||
| 2023 | 7.65% | 2.42% | -7.34% | -2.91% | -0.26% | 6.37% | 3.80% | -2.15% | -3.00% | -7.19% | 5.43% | 10.88% | 12.50% |
| 2022 | -10.01% | 2.81% | -7.37% | -2.00% | -5.00% | -6.59% | 13.26% | -0.26% | -4.64% | 7.90% | -3.76% | -6.86% | -22.36% |
| 2021 | 7.18% | 5.31% | 5.29% | 1.69% | -2.00% | 4.12% | -0.93% | 1.84% | -0.42% | 3.95% | -0.96% | 17.38% | 49.73% |
| 2020 | 1.14% | -1.82% | 4.56% | -0.53% | 3.27% | 13.04% | 3.50% | 24.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CSY8.DE is 55, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.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 CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B 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 CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD was 28.30%, occurring on Jun 16, 2022. Recovery took 614 trading sessions.
The current CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD drawdown is 1.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.3% | Jan 6, 2022 | 114 | Jun 16, 2022 | 614 | Nov 6, 2024 | 728 |
| -7.18% | Aug 12, 2020 | 32 | Sep 24, 2020 | 8 | Oct 6, 2020 | 40 |
| -7% | Nov 17, 2021 | 10 | Nov 30, 2021 | 2 | Dec 2, 2021 | 12 |
| -6.2% | Dec 8, 2021 | 9 | Dec 20, 2021 | 5 | Dec 28, 2021 | 14 |
| -5.55% | Apr 29, 2021 | 15 | May 19, 2021 | 25 | Jun 24, 2021 | 40 |
Volatility
Volatility Chart
The current CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD volatility is 9.05%, 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.