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Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Ac...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE000VML2GZ3

WKN

ETF027

Issuer

Amundi

Inception Date

Nov 3, 2022

Leveraged

1x

Index Tracked

MSCI USA Select ESG Rating and Trend Leaders

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Expense Ratio

MWOJ.DE has an expense ratio of 0.10%, which is considered low compared to other funds.


Expense ratio chart for MWOJ.DE: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
13.32%
16.18%
MWOJ.DE (Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc)
Benchmark (^GSPC)

Returns By Period

Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc had a return of 1.43% year-to-date (YTD) and 25.26% in the last 12 months.


MWOJ.DE

YTD

1.43%

1M

-1.39%

6M

13.32%

1Y

25.26%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of MWOJ.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.81%1.43%
20244.75%4.23%4.22%-2.84%1.32%7.30%-0.92%-1.53%2.07%3.01%8.38%-1.67%31.40%
20234.26%1.29%0.62%-0.80%5.14%4.26%2.78%1.13%-2.36%-3.89%7.13%3.94%25.52%
20220.44%-7.28%-6.87%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MWOJ.DE is 71, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MWOJ.DE is 7171
Overall Rank
The Sharpe Ratio Rank of MWOJ.DE is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of MWOJ.DE is 6666
Sortino Ratio Rank
The Omega Ratio Rank of MWOJ.DE is 7272
Omega Ratio Rank
The Calmar Ratio Rank of MWOJ.DE is 7676
Calmar Ratio Rank
The Martin Ratio Rank of MWOJ.DE is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc (MWOJ.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MWOJ.DE, currently valued at 1.66, compared to the broader market0.002.004.001.661.74
The chart of Sortino ratio for MWOJ.DE, currently valued at 2.29, compared to the broader market-2.000.002.004.006.008.0010.0012.002.292.35
The chart of Omega ratio for MWOJ.DE, currently valued at 1.32, compared to the broader market0.501.001.502.002.503.001.321.32
The chart of Calmar ratio for MWOJ.DE, currently valued at 2.68, compared to the broader market0.005.0010.0015.002.682.61
The chart of Martin ratio for MWOJ.DE, currently valued at 9.98, compared to the broader market0.0020.0040.0060.0080.00100.009.9810.66
MWOJ.DE
^GSPC

The current Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc Sharpe ratio is 1.66. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.66
1.96
MWOJ.DE (Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc)
Benchmark (^GSPC)

Dividends

Dividend History


Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc doesn't pay dividends

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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.80%
-0.48%
MWOJ.DE (Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc. 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 ESG Leaders Extra UCITS ETF USD Acc was 8.87%, occurring on Aug 5, 2024. Recovery took 46 trading sessions.

The current Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc drawdown is 2.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-8.87%Jul 17, 202414Aug 5, 202446Oct 8, 202460
-7.99%Sep 15, 202332Oct 30, 202324Dec 1, 202356
-7.33%Dec 16, 20227Dec 28, 202213Feb 3, 202320
-6.91%Feb 16, 202318Mar 13, 202345May 18, 202363
-4.93%Apr 2, 202415Apr 22, 202417May 16, 202432

Volatility

Volatility Chart

The current Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc volatility is 5.43%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
5.43%
3.99%
MWOJ.DE (Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Acc)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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