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 |
| Leveraged | 1x |
| Index Tracked | US ESG Minimum Variance |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
OSX2.DE features an expense ratio of 0.65%, 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 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 22.83% year-to-date (YTD) and 24.65% in the last 12 months. Over the past 10 years, Ossiam US Minimum Variance ESG UCITS ETF (EUR) had an annualized return of 17.66%, outperforming the S&P 500 benchmark which had an annualized return of 11.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.83% | 25.82% |
| 1 month | 4.97% | 3.20% |
| 6 months | 11.54% | 14.94% |
| 1 year | 24.65% | 35.92% |
| 5 years (annualized) | 12.11% | 14.22% |
| 10 years (annualized) | 17.66% | 11.43% |
Monthly Returns
The table below presents the monthly returns of OSX2.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 | 5.06% | 2.57% | 3.62% | -1.59% | -1.86% | 3.26% | 0.27% | 2.51% | 0.09% | 2.18% | 22.83% | ||
| 2023 | -1.40% | 0.38% | -0.98% | 0.40% | -2.28% | 1.91% | 0.02% | 1.19% | -1.17% | -2.01% | 1.33% | 1.28% | -1.44% |
| 2022 | -2.27% | -1.68% | 5.44% | 2.55% | -0.70% | -3.00% | 3.87% | -0.30% | -2.94% | 5.80% | -1.60% | -5.17% | -0.70% |
| 2021 | 0.57% | -0.69% | 10.81% | -0.07% | 1.72% | 1.80% | 4.16% | 1.30% | -2.94% | 2.17% | 1.01% | 4.31% | 26.25% |
| 2020 | 1.76% | -3.21% | -15.56% | 12.71% | 1.09% | -0.97% | 1.61% | 2.56% | -2.40% | -1.03% | 2.01% | -1.39% | -4.98% |
| 2019 | 5.71% | 5.00% | 1.23% | 3.07% | 0.94% | 0.73% | 4.75% | 2.64% | 1.87% | -1.11% | 1.33% | 0.19% | 29.50% |
| 2018 | -0.33% | -7.08% | 3.40% | 3.35% | 2.86% | 2.75% | 2.48% | 0.84% | 0.51% | 0.21% | 1.85% | -9.45% | 0.43% |
| 2017 | -2.17% | 5.91% | -1.37% | 0.36% | -1.23% | -1.11% | -1.45% | -1.73% | 0.64% | 0.55% | 0.90% | 0.02% | -0.94% |
| 2016 | -5.09% | 5.11% | 0.28% | -0.34% | 1.58% | 3.53% | 2.66% | -2.00% | -1.39% | 1.04% | 5.31% | 3.00% | 13.99% |
| 2015 | 7.33% | 3.71% | 3.40% | -3.26% | 1.97% | -3.78% | 2.28% | -8.18% | -4.61% | 7.96% | 2.80% | -1.04% | 7.49% |
| 2014 | -0.37% | 2.18% | 1.99% | 1.83% | 2.09% | 2.21% | 0.65% | 4.17% | 3.56% | -1.27% | 6.54% | 4.82% | 32.08% |
| 2013 | 2.26% | 6.51% | 7.01% | -0.36% | 0.22% | -1.23% | 1.30% | -3.04% | 0.49% | 1.16% | 4.63% | -0.84% | 19.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of OSX2.DE is 76, placing it in the top 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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.
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 4.05%, 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.