Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR) (OSX4.DE)
OSX4.DE is a passive ETF by Natixis tracking the investment results of the Ossiam Europe ESG Machine Learning. OSX4.DE launched on Jun 21, 2011 and has a 0.65% expense ratio.
ETF Info
| ISIN | LU0599612842 |
|---|---|
| WKN | A1JH10 |
| Issuer | Natixis |
| Inception Date | Jun 21, 2011 |
| Category | Europe Equities |
| Index Tracked | Ossiam Europe ESG Machine Learning |
| Domicile | Luxembourg |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
OSX4.DE has a high expense ratio of 0.65%, 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 Ossiam Europe ESG Machine Learning UCITS ETF 1C (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 Europe ESG Machine Learning UCITS ETF 1C (EUR) had a return of 11.50% year-to-date (YTD) and 11.55% in the last 12 months. Over the past 10 years, Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR) had an annualized return of 8.49%, while the S&P 500 had an annualized return of 10.99%, indicating that Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR) did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.50% | 11.18% |
| 1 month | 7.46% | 5.60% |
| 6 months | 16.11% | 17.48% |
| 1 year | 11.55% | 26.33% |
| 5 years (annualized) | 7.56% | 13.16% |
| 10 years (annualized) | 8.49% | 10.99% |
Monthly Returns
The table below presents the monthly returns of OSX4.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 | 1.92% | 0.38% | 4.12% | 0.08% | 11.50% | ||||||||
| 2023 | 1.88% | 1.53% | 0.07% | 3.53% | -3.23% | 1.16% | -0.69% | -1.57% | -0.42% | -2.90% | 5.67% | 1.70% | 6.56% |
| 2022 | -6.86% | -1.31% | 2.06% | 1.74% | -2.61% | -5.15% | 5.47% | -4.86% | -8.48% | 4.37% | 3.54% | -1.96% | -14.21% |
| 2021 | -1.13% | -0.99% | 4.78% | 2.77% | 2.33% | 3.83% | 3.48% | 1.77% | -3.93% | 3.04% | 0.52% | 4.68% | 22.87% |
| 2020 | 1.27% | -6.53% | -12.55% | 7.45% | 4.73% | 1.66% | 0.94% | 3.62% | -0.20% | -3.70% | 3.05% | 2.73% | 0.78% |
| 2019 | 5.32% | 1.96% | 3.63% | 0.01% | -1.50% | 1.69% | 0.57% | 0.53% | 2.30% | 1.47% | 1.09% | 1.15% | 19.62% |
| 2018 | 1.79% | -3.53% | -1.71% | 4.22% | 3.38% | -2.57% | 2.32% | -1.05% | 1.04% | -4.40% | 1.44% | -5.75% | -5.26% |
| 2017 | 0.38% | 2.75% | 2.10% | 2.81% | 2.41% | -1.78% | -0.57% | -0.57% | 1.82% | 2.02% | -1.30% | 1.41% | 11.94% |
| 2016 | -5.87% | -0.57% | 2.43% | -0.10% | 2.01% | -1.87% | 3.18% | -0.94% | 0.29% | -3.68% | -2.46% | 3.92% | -4.05% |
| 2015 | 8.70% | 3.82% | 1.83% | -0.38% | 3.76% | -7.11% | 3.72% | -6.85% | -4.46% | 10.34% | 2.26% | -2.47% | 12.08% |
| 2014 | 0.65% | 5.06% | -0.08% | 1.05% | 3.46% | 0.28% | -0.58% | 1.84% | -0.05% | -0.36% | 3.53% | -1.93% | 13.41% |
| 2013 | 1.38% | 2.47% | 4.65% | 1.87% | -0.21% | -3.13% | 3.26% | -0.24% | 2.01% | 1.70% | 0.21% | 1.42% | 16.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OSX4.DE is 53, 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.
OSX4.DE (Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR))
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR) (OSX4.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 Europe ESG Machine Learning UCITS ETF 1C (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 Europe ESG Machine Learning UCITS ETF 1C (EUR) was 31.23%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR) drawdown is 0.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.23% | Feb 20, 2020 | 20 | Mar 23, 2020 | 166 | Apr 22, 2021 | 186 |
| -20.58% | Dec 29, 2021 | 183 | Oct 12, 2022 | 401 | May 9, 2024 | 584 |
| -18.48% | Apr 17, 2015 | 146 | Feb 11, 2016 | 182 | Jun 1, 2017 | 328 |
| -12.92% | Aug 3, 2011 | 8 | Nov 24, 2011 | 50 | Jun 22, 2012 | 58 |
| -10% | Jun 4, 2018 | 70 | Dec 27, 2018 | 32 | Mar 14, 2019 | 102 |
Volatility
Volatility Chart
The current Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR) volatility is 2.26%, 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.