Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF (OG35.DE)
OG35.DE is a passive ETF by Natixis tracking the investment results of the ICE 3-5 Year Euro Government Carbon Reduction. OG35.DE launched on May 13, 2020 and has a 0.17% expense ratio.
ETF Info
ISIN | LU2069380306 |
---|---|
WKN | A2PU65 |
Issuer | Natixis |
Inception Date | May 13, 2020 |
Category | European Government Bonds |
Index Tracked | ICE 3-5 Year Euro Government Carbon Reduction |
Domicile | Luxembourg |
Distribution Policy | Accumulating |
Asset Class | Bond |
Expense Ratio
OG35.DE features an expense ratio of 0.17%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Ossiam Euro Government Bonds 3-5Y Carbon Reduction 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
Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF had a return of -1.30% year-to-date (YTD) and 1.91% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -1.30% | 11.29% |
1 month | -0.25% | 4.87% |
6 months | 1.74% | 17.88% |
1 year | 1.91% | 29.16% |
5 years (annualized) | N/A | 13.20% |
10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of OG35.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 | -0.50% | -1.05% | 0.84% | -1.05% | -1.30% | ||||||||
2023 | 0.83% | -1.39% | 1.91% | -0.33% | 0.63% | -0.82% | 0.38% | 0.47% | -1.07% | 0.65% | 1.69% | 2.16% | 5.16% |
2022 | -0.67% | -1.16% | -1.44% | -1.60% | -0.48% | -0.83% | 1.43% | -2.54% | -2.07% | -0.01% | 0.81% | -1.86% | -10.01% |
2021 | -0.15% | -0.84% | 0.59% | -0.03% | -0.32% | 0.13% | 0.38% | -0.22% | -0.21% | -0.65% | 0.55% | -0.38% | -1.17% |
2020 | 0.43% | 0.52% | 0.33% | 0.01% | 0.34% | -0.02% | 0.27% | 0.12% | 2.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OG35.DE is 33, 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.
OG35.DE (Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF (OG35.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 Ossiam Euro Government Bonds 3-5Y Carbon Reduction 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 Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF was 12.08%, occurring on Mar 6, 2023. The portfolio has not yet recovered.
The current Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF drawdown is 7.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-12.08% | Nov 24, 2020 | 583 | Mar 6, 2023 | — | — | — |
-0.3% | Oct 15, 2020 | 9 | Oct 27, 2020 | 5 | Nov 3, 2020 | 14 |
-0.27% | Jun 9, 2020 | 2 | Jun 10, 2020 | 2 | Jun 12, 2020 | 4 |
-0.25% | Aug 12, 2020 | 10 | Aug 25, 2020 | 16 | Sep 16, 2020 | 26 |
-0.23% | Nov 9, 2020 | 1 | Nov 9, 2020 | 10 | Nov 23, 2020 | 11 |
Volatility
Volatility Chart
The current Ossiam Euro Government Bonds 3-5Y Carbon Reduction UCITS ETF volatility is 0.77%, 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.