Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE)
MIVU.DE is a passive ETF by Amundi tracking the investment results of the MSCI USA Minimum Volatility. MIVU.DE launched on Apr 10, 2017 and has a 0.18% expense ratio.
ETF Info
| ISIN | LU1589349734 |
|---|---|
| WKN | A2DN3T |
| Issuer | Amundi |
| Inception Date | Apr 10, 2017 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Minimum Volatility |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
MIVU.DE has an expense ratio of 0.18%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: MIVU.DE vs. VUAA.DE, MIVU.DE vs. IBCK.DE, MIVU.DE vs. XDEB.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi MSCI USA Minimum Volatility Factor UCITS ETF, 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
Amundi MSCI USA Minimum Volatility Factor UCITS ETF had a return of 26.00% year-to-date (YTD) and 28.62% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.00% | 25.45% |
| 1 month | 4.71% | 2.91% |
| 6 months | 15.73% | 14.05% |
| 1 year | 28.62% | 35.64% |
| 5 years (annualized) | 9.93% | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of MIVU.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 | 5.06% | 1.55% | 3.36% | -2.39% | -0.20% | 4.52% | 2.50% | 1.80% | -0.05% | 1.98% | 26.00% | ||
| 2023 | -1.22% | 0.01% | 0.07% | 0.11% | 0.19% | 1.91% | 0.46% | 1.66% | -0.29% | -1.73% | 2.52% | 1.63% | 5.36% |
| 2022 | -6.09% | -2.17% | 7.55% | 0.60% | -3.86% | -1.61% | 7.39% | -0.62% | -3.67% | 5.23% | -1.20% | -4.76% | -4.28% |
| 2021 | -0.46% | 0.15% | 8.36% | 0.89% | -0.78% | 5.25% | 3.57% | 2.30% | -2.52% | 4.70% | 1.42% | 5.65% | 31.88% |
| 2020 | 3.60% | -8.77% | -9.52% | 8.18% | 1.47% | -2.13% | -0.71% | 2.35% | 0.34% | -3.04% | 4.92% | -0.69% | -5.36% |
| 2019 | 5.70% | 4.80% | 3.55% | 2.29% | -0.73% | 2.27% | 5.21% | 1.83% | 1.71% | -2.85% | 2.97% | 0.13% | 30.00% |
| 2018 | -0.33% | 1.14% | -1.24% | 2.52% | -7.79% | -5.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MIVU.DE is 88, placing it in the top 12% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.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 Amundi MSCI USA Minimum Volatility Factor UCITS ETF. 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 USA Minimum Volatility Factor UCITS ETF was 32.69%, occurring on Mar 23, 2020. Recovery took 330 trading sessions.
The current Amundi MSCI USA Minimum Volatility Factor UCITS ETF drawdown is 0.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.69% | Feb 20, 2020 | 23 | Mar 23, 2020 | 330 | Jul 13, 2021 | 353 |
| -13.6% | Aug 23, 2022 | 152 | Mar 23, 2023 | 220 | Feb 2, 2024 | 372 |
| -12.66% | Apr 11, 2022 | 47 | Jun 16, 2022 | 37 | Aug 8, 2022 | 84 |
| -10.77% | Jan 3, 2022 | 39 | Feb 24, 2022 | 28 | Apr 5, 2022 | 67 |
| -9.53% | Dec 5, 2018 | 17 | Jan 3, 2019 | 29 | Feb 13, 2019 | 46 |
Volatility
Volatility Chart
The current Amundi MSCI USA Minimum Volatility Factor UCITS ETF volatility is 4.68%, 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.