Ossiam US Minimum Variance ESG UCITS ETF (EUR) (OSX2.DE)
OSX2.DE is a passive ETF by Natixis tracking the investment results of the US ESG Minimum Variance. OSX2.DE launched on Apr 24, 2020 and has a 0.65% expense ratio.
ETF Info
| ISIN | IE00BHNGHX58 |
|---|---|
| WKN | A2PZ97 |
| Issuer | Natixis |
| Inception Date | Apr 24, 2020 |
| Category | Large Cap Value Equities |
| Index Tracked | US ESG Minimum Variance |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
The Ossiam US Minimum Variance ESG UCITS ETF (EUR) has a high expense ratio of 0.65%, indicating higher-than-average management fees.
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 Ossiam US Minimum Variance ESG UCITS ETF (EUR), 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 US Minimum Variance ESG UCITS ETF (EUR) had a return of 10.27% year-to-date (YTD) and 11.30% in the last 12 months. Over the past 10 years, Ossiam US Minimum Variance ESG UCITS ETF (EUR) had an annualized return of 20.46%, outperforming the S&P 500 benchmark which had an annualized return of 10.52%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.27% | 6.92% |
| 1 month | -0.24% | -2.83% |
| 6 months | 14.03% | 23.86% |
| 1 year | 11.30% | 23.33% |
| 5 years (annualized) | 12.83% | 11.66% |
| 10 years (annualized) | 20.46% | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.06% | 2.57% | 3.62% | |||||||||
| 2023 | -1.17% | -2.01% | 1.33% | 1.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Ossiam US Minimum Variance ESG UCITS ETF (EUR)(OSX2.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ossiam US Minimum Variance ESG UCITS ETF (EUR) (OSX2.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 US Minimum Variance ESG UCITS ETF (EUR). 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 US Minimum Variance ESG UCITS ETF (EUR) was 29.77%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.
The current Ossiam US Minimum Variance ESG UCITS ETF (EUR) drawdown is 1.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.77% | Feb 21, 2020 | 17 | Mar 23, 2020 | 110 | May 10, 2021 | 127 |
| -17.93% | Apr 14, 2015 | 99 | Feb 9, 2016 | 107 | Nov 23, 2016 | 206 |
| -13.94% | Aug 23, 2022 | 152 | Mar 23, 2023 | 259 | Mar 28, 2024 | 411 |
| -13.14% | Mar 3, 2017 | 64 | Feb 6, 2018 | 24 | Jul 26, 2018 | 88 |
| -9.77% | Jul 29, 2011 | 2 | Aug 22, 2011 | 5 | Nov 3, 2011 | 7 |
Volatility
Volatility Chart
The current Ossiam US Minimum Variance ESG UCITS ETF (EUR) volatility is 2.35%, 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.