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Issuer
Ossiam
Inception Date
May 16, 2011
Leveraged
1x (No leverage)
Index Tracked
Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

S6EW.L Performance Chart

Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) (S6EW.L) is up 8.6% since the beginning of the year. S6EW.L is currently trading at €156 per share. Investors who bought €1,000 worth of S6EW.L shares 5 years ago would now be looking at an investment worth €1,311.


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S&P 500 Index

Returns By Period

Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) (S6EW.L) has returned 8.61% so far this year and 15.60% over the past 12 months. Over the last ten years, S6EW.L has returned 8.04% per year, falling short of the S&P 500 Index benchmark, which averaged 12.92% annually.


Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)

1D
0.43%
1M
1.28%
6M
6.28%
YTD
8.61%
1Y
15.60%
3Y*
12.05%
5Y*
5.57%
10Y*
8.04%

Benchmark (S&P 500 Index)

1D
-0.09%
1M
1.27%
6M
10.98%
YTD
13.27%
1Y
22.64%
3Y*
18.04%
5Y*
12.49%
10Y*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

S6EW.L Monthly Returns History

Based on dividend-adjusted daily data since Aug 31, 2011, S6EW.L's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +15.4%, while the worst month was Mar 2020 at -19.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, S6EW.L closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +6.4%, while the worst single day was Mar 12, 2020 at -11.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.41%3.64%-8.56%6.26%3.29%0.22%1.73%8.61%
20255.27%1.75%-3.55%1.35%5.16%-0.42%1.21%0.58%-0.15%2.02%0.53%2.47%17.10%
2024-1.31%0.43%4.21%-1.05%4.35%-3.25%3.05%0.83%1.51%-4.16%0.75%-0.53%4.54%
20237.43%2.04%-2.38%1.86%-1.66%0.32%3.82%-3.16%-2.45%-5.30%8.50%5.99%14.86%
2022-5.10%-4.15%-0.16%-1.97%-1.30%-10.05%9.09%-6.45%-9.40%6.64%7.25%-2.27%-18.32%
2021-0.14%2.60%5.76%2.47%2.87%0.45%2.77%2.09%-3.29%3.25%-3.06%4.22%21.45%

Benchmark Metrics

Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) has an annualized alpha of 3.18%, beta of 0.46, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since August 31, 2011.

  • This ETF participated in 76.31% of S&P 500 Index downside but only 64.08% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.46 may look defensive, but with R2 of 0.24 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.24 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.18%
Beta
0.46
0.24
Upside Capture
64.08%
Downside Capture
76.31%

Expense Ratio

S6EW.L has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

S6EW.L ranks 40 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


S6EW.L Risk / Return Rank: 4040
Overall Rank
S6EW.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
S6EW.L Sortino Ratio Rank: 4040
Sortino Ratio Rank
S6EW.L Omega Ratio Rank: 4141
Omega Ratio Rank
S6EW.L Calmar Ratio Rank: 3535
Calmar Ratio Rank
S6EW.L Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) (S6EW.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


S6EW.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

-0.62

Omega ratioGain probability vs. loss probability

1.23

1.33

-0.11

Calmar ratioReturn relative to maximum drawdown

1.50

3.01

-1.51

Martin ratioReturn relative to average drawdown

5.60

11.10

-5.50

Dividends

Dividend History


Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR 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 Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) was 37.58%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The current Ossiam Lux - Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) drawdown is 0.63%.


Drawdown

Fall

Recovery

Underwater

Related event

-37.58%Mar 2020
1mo 2d9mo 21d
10mo 23dFeb 2020 - Jan 2021
COVID crash2020
-29.60%Sep 2022
8mo 26d1y 12mo
2y 8moJan 2022 - Sep 2024
Bear market2022
-23.48%Feb 2016
8mo 19d1y 1mo
1y 10moMay 2015 - Mar 2017
-18.51%Dec 2018
6mo 15d9mo 22d
1y 4moJun 2018 - Oct 2019
Rate-hike selloffLate 2018
-15.06%Apr 2025
1mo 11d1mo 3d
2mo 14dFeb 2025 - May 2025
2025 selloff2025

Drawdown Indicators


S6EW.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.58%

-51.17%

+13.59%

Max Drawdown (1Y)

Largest decline over 1 year

-10.36%

-7.57%

-2.79%

Max Drawdown (3Y)

Largest decline over 3 years

-15.06%

-23.99%

+8.93%

Max Drawdown (5Y)

Largest decline over 5 years

-29.60%

-23.99%

-5.61%

Max Drawdown (10Y)

Largest decline over 10 years

-37.58%

-33.42%

-4.16%

Current Drawdown

Current decline from peak

-0.63%

-0.52%

-0.11%

Average Drawdown

Average peak-to-trough decline

-6.14%

-8.90%

+2.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

2.04%

+0.74%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with S6EW.L

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