- ISIN
- IE000MJIXFE0
- Issuer
- Amundi
- Inception Date
- Nov 9, 2023
- Category
- Large Cap Blend Equities, ESG
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI North America ESG Broad CTB Select Index
- Domicile
- Ireland
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
WEBC.DE Performance Chart
Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) is up 11.5% since the beginning of the year. WEBC.DE is currently trading at €139 per share.
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Returns By Period
Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) has returned 11.45% so far this year and 23.01% over the past 12 months.
Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist)
- 1D
- 0.29%
- 1M
- 0.85%
- 6M
- 12.39%
- YTD
- 11.45%
- 1Y
- 23.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
WEBC.DE Monthly Returns History
Based on dividend-adjusted daily data since Nov 10, 2023, WEBC.DE's average daily return is +0.08%, while the average monthly return is +1.55%. At this rate, an investment would double in approximately 3.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +9.8%, while the worst month was Mar 2025 at -9.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WEBC.DE closed higher 56% of trading days. The best single day was Apr 10, 2025 with a return of +4.1%, while the worst single day was Apr 9, 2025 at -5.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.27% | -0.45% | -4.20% | 9.80% | 6.40% | 1.16% | 0.14% | 11.45% | |||||
| 2025 | 3.55% | -4.05% | -9.32% | -4.84% | 7.16% | 1.06% | 5.85% | -1.21% | 2.78% | 4.62% | -0.57% | -0.03% | 3.77% |
| 2024 | 3.54% | 4.17% | 3.51% | -2.54% | 0.92% | 6.82% | -0.11% | -0.60% | 1.97% | 2.17% | 9.03% | -1.22% | 30.70% |
| 2023 | 2.41% | 4.35% | 6.86% |
Benchmark Metrics
Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) has an annualized alpha of 11.66%, beta of 0.43, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since November 10, 2023.
- This ETF participated in 120.60% of S&P 500 Index downside but only 109.43% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.43 may look defensive, but with R2 of 0.23 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 0.23 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
- 11.66%
- Beta
- 0.43
- R²
- 0.23
- Upside Capture
- 109.43%
- Downside Capture
- 120.60%
Expense Ratio
WEBC.DE has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
WEBC.DE ranks 69 for risk / return — better than 69% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) 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.
| WEBC.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | 3.18 | -0.35 |
| Martin ratioReturn relative to average drawdown | 9.80 | 11.76 | -1.96 |
Dividends
Dividend History
Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) provided a 0.78% dividend yield over the last twelve months, with an annual payout of €1.08 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | €1.08 | €1.26 | €0.92 |
Dividend yield | 0.78% | 0.99% | 0.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Amundi MSCI North America ESG Broad Transition 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | €0.00 | €1.08 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.08 | |||||
| 2025 | €0.00 | €1.26 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.26 |
| 2024 | €0.92 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.92 |
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 Amundi MSCI North America ESG Broad Transition 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 MSCI North America ESG Broad Transition UCITS ETF (Dist) was 23.69%, occurring on Apr 9, 2025. Recovery took 140 trading sessions.
The current Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) drawdown is 0.70%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -23.69%Apr 2025 | 2mo 5d | 6mo 21d | 8mo 26dFeb 2025 - Oct 2025 |
2024 pullback2024 | -8.43%Aug 2024 | 19d | 1mo 23d | 2mo 12dJul 2024 - Sep 2024 |
2026 pullback2026 | -8.07%Mar 2026 | 2mo 10d | 21d | 3mo 1dJan 2026 - Apr 2026 |
2024 pullback2024 | -4.19%Apr 2024 | 23d | 20d | 1mo 13dApr 2024 - May 2024 |
2025 pullback2025 | -3.90%Nov 2025 | 17d | 1mo 17d | 2mo 4dNov 2025 - Jan 2026 |
Drawdown Indicators
| WEBC.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.69% | -51.62% | +27.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -7.57% | -0.50% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.99% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.99% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -0.70% | -0.43% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -9.08% | +5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.04% | +0.30% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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