Amundi S&P SmallCap 600 ESG UCITS ETF Dist (MWON.DE)
MWON.DE is a passive ETF by Amundi tracking the investment results of the S&P SmallCap 600 ESG+. MWON.DE launched on Jan 20, 2023 and has a 0.35% expense ratio.
ETF Info
| ISIN | IE000XLJ2JQ9 |
|---|---|
| WKN | ETF039 |
| Issuer | Amundi |
| Inception Date | Jan 20, 2023 |
| Category | Small Cap Blend Equities |
| Index Tracked | S&P SmallCap 600 ESG+ |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
MWON.DE has a high expense ratio of 0.35%, 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 Amundi S&P SmallCap 600 ESG UCITS ETF Dist, 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 S&P SmallCap 600 ESG UCITS ETF Dist had a return of -0.80% year-to-date (YTD) and 19.67% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.80% | 6.17% |
| 1 month | -0.72% | -2.72% |
| 6 months | 16.49% | 17.29% |
| 1 year | 19.67% | 23.80% |
| 5 years (annualized) | N/A | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.40% | 0.94% | 3.34% | -3.94% | ||||||||
| 2023 | -6.07% | 5.29% | 13.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MWON.DE is 64, 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.
Amundi S&P SmallCap 600 ESG UCITS ETF Dist(MWON.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P SmallCap 600 ESG UCITS ETF Dist (MWON.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 Amundi S&P SmallCap 600 ESG UCITS ETF Dist. 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 S&P SmallCap 600 ESG UCITS ETF Dist was 16.84%, occurring on May 4, 2023. Recovery took 160 trading sessions.
The current Amundi S&P SmallCap 600 ESG UCITS ETF Dist drawdown is 3.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.84% | Feb 6, 2023 | 61 | May 4, 2023 | 160 | Dec 14, 2023 | 221 |
| -6.15% | Apr 2, 2024 | 12 | Apr 17, 2024 | — | — | — |
| -4.61% | Jan 2, 2024 | 8 | Jan 11, 2024 | 22 | Feb 12, 2024 | 30 |
| -4.27% | Feb 13, 2024 | 23 | Mar 14, 2024 | 10 | Mar 28, 2024 | 33 |
| -1.52% | Dec 21, 2023 | 1 | Dec 21, 2023 | 3 | Dec 28, 2023 | 4 |
Volatility
Volatility Chart
The current Amundi S&P SmallCap 600 ESG UCITS ETF Dist volatility is 3.85%, 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.