Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist (OIGS.DE)
OIGS.DE is a passive ETF by Amundi tracking the investment results of the STOXX® Europe 600 Energy ESG+. OIGS.DE launched on Jul 2, 2020 and has a 0.30% expense ratio.
ETF Info
| ISIN | LU2082998167 |
|---|---|
| WKN | LYX04M |
| Issuer | Amundi |
| Inception Date | Jul 2, 2020 |
| Category | Energy Equities |
| Index Tracked | STOXX® Europe 600 Energy ESG+ |
| Domicile | Luxembourg |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
OIGS.DE has a high expense ratio of 0.30%, 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 STOXX Europe 600 Energy ESG Screened 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 STOXX Europe 600 Energy ESG Screened UCITS ETF Dist had a return of 7.32% year-to-date (YTD) and 7.77% in the last 12 months. Over the past 10 years, Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist had an annualized return of 4.03%, while the S&P 500 had an annualized return of 10.97%, indicating that Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.32% | 11.29% |
| 1 month | 0.25% | 4.87% |
| 6 months | 6.60% | 17.88% |
| 1 year | 7.77% | 29.16% |
| 5 years (annualized) | 5.64% | 13.20% |
| 10 years (annualized) | 4.03% | 10.97% |
Monthly Returns
The table below presents the monthly returns of OIGS.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 | -0.60% | -0.88% | 6.02% | 1.09% | 7.32% | ||||||||
| 2023 | 0.27% | 4.75% | -6.09% | 3.44% | -6.88% | 2.28% | 3.89% | -1.55% | 3.08% | -5.37% | 4.64% | -1.76% | -0.33% |
| 2022 | 8.58% | 1.34% | 4.40% | 2.35% | 9.08% | -10.84% | 4.91% | 2.35% | -6.70% | 10.72% | 6.26% | -4.46% | 28.77% |
| 2021 | 0.25% | 6.17% | 3.62% | -3.57% | 2.02% | 2.59% | -4.78% | 2.68% | 10.54% | 4.00% | -7.84% | 4.98% | 21.04% |
| 2020 | -7.81% | -12.51% | -14.59% | -2.42% | 0.40% | 1.11% | 2.69% | -3.55% | -8.81% | -6.63% | 31.31% | 4.39% | -21.12% |
| 2019 | 7.12% | 3.15% | 2.14% | 0.59% | -6.03% | 3.94% | -1.62% | -5.53% | 6.06% | -1.22% | 0.51% | 2.56% | 11.28% |
| 2018 | 1.12% | -3.62% | -0.87% | 11.96% | 2.45% | 1.04% | 2.31% | -1.93% | 5.04% | -5.91% | -5.38% | -5.52% | -0.73% |
| 2017 | -4.54% | 0.31% | 2.11% | -1.38% | -0.20% | -5.97% | 1.14% | -1.39% | 8.07% | 3.91% | -1.75% | 1.83% | 1.41% |
| 2016 | -2.78% | 2.14% | 0.27% | 8.16% | -1.08% | 5.03% | -3.22% | 1.65% | 1.04% | 2.48% | 2.92% | 9.01% | 27.88% |
| 2015 | 2.85% | 10.50% | -4.36% | 10.22% | -2.37% | -5.55% | -0.80% | -10.15% | -6.01% | 11.97% | 3.92% | -9.51% | -2.55% |
| 2014 | -4.57% | 6.43% | -0.20% | 6.70% | 1.91% | 3.13% | -5.52% | 1.81% | -1.32% | -8.65% | -7.12% | -3.35% | -11.51% |
| 2013 | 1.94% | -2.39% | 1.33% | 0.05% | 2.37% | -6.16% | 3.64% | 2.27% | 0.21% | 5.12% | -0.71% | 0.46% | 7.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OIGS.DE is 25, indicating that it is in the bottom 25% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
OIGS.DE (Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist (OIGS.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to €0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | €0.00 | €0.00 | €2.99 | €2.75 | €4.18 | €3.17 | €2.98 | €1.51 |
Dividend yield | 0.00% | 0.00% | 3.66% | 4.17% | 7.35% | 4.04% | 4.04% | 1.97% |
Monthly Dividends
The table displays the monthly dividend distributions for Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | |||||||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.80 | €0.00 | €0.00 | €0.00 | €0.00 | €1.19 | €2.99 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.76 | €0.00 | €0.00 | €0.00 | €0.00 | €0.99 | €2.75 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €3.44 | €0.00 | €0.00 | €0.00 | €0.00 | €0.74 | €4.18 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €3.17 | €0.00 | €0.00 | €0.00 | €0.00 | €3.17 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.98 | €0.00 | €0.00 | €0.00 | €0.00 | €2.98 |
| 2017 | €1.51 | €1.51 |
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 STOXX Europe 600 Energy ESG Screened 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 STOXX Europe 600 Energy ESG Screened UCITS ETF Dist was 55.79%, occurring on Mar 18, 2020. Recovery took 446 trading sessions.
The current Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist drawdown is 0.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.79% | Oct 2, 2018 | 366 | Mar 18, 2020 | 446 | Feb 11, 2022 | 812 |
| -36.81% | Jun 25, 2014 | 397 | Jan 20, 2016 | 499 | Jan 8, 2018 | 896 |
| -32.42% | Sep 16, 2008 | 99 | Mar 3, 2009 | 196 | Jan 4, 2010 | 295 |
| -23.87% | Mar 1, 2011 | 114 | Aug 10, 2011 | 107 | Jan 10, 2012 | 221 |
| -23.1% | Apr 16, 2010 | 55 | Jul 1, 2010 | 130 | Jan 4, 2011 | 185 |
Volatility
Volatility Chart
The current Amundi STOXX Europe 600 Energy ESG Screened UCITS ETF Dist volatility is 4.20%, 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.