Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.DE)
WELD.DE is a passive ETF by Amundi tracking the investment results of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities. WELD.DE launched on Sep 20, 2022 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE000PMX0MW6 |
|---|---|
| WKN | A3DSTL |
| Issuer | Amundi |
| Inception Date | Sep 20, 2022 |
| Category | Utilities Equities |
| Index Tracked | S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Utilities |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
WELD.DE features an expense ratio of 0.18%, 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 Amundi S&P Global Utilities ESG UCITS ETF EUR Acc, 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
Amundi S&P Global Utilities ESG UCITS ETF EUR Acc had a return of 6.60% year-to-date (YTD) and 1.86% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.60% | 10.00% |
| 1 month | 7.48% | 2.41% |
| 6 months | 12.11% | 16.70% |
| 1 year | 1.86% | 26.85% |
| 5 years (annualized) | N/A | 12.81% |
| 10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of WELD.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 | -1.41% | -2.25% | 3.88% | 0.72% | 6.60% | ||||||||
| 2023 | 0.90% | -0.31% | 1.92% | 2.44% | -3.13% | 0.89% | 0.70% | -3.87% | -3.81% | -0.22% | 4.85% | 1.57% | 1.57% |
| 2022 | 4.49% | 2.25% | -1.40% | 5.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WELD.DE is 21, indicating that it is in the bottom 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
WELD.DE (Amundi S&P Global Utilities ESG UCITS ETF EUR Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P Global Utilities ESG UCITS ETF EUR Acc (WELD.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 Amundi S&P Global Utilities ESG UCITS ETF EUR Acc. 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 S&P Global Utilities ESG UCITS ETF EUR Acc was 14.07%, occurring on Oct 3, 2023. Recovery took 150 trading sessions.
The current Amundi S&P Global Utilities ESG UCITS ETF EUR Acc drawdown is 0.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.07% | May 15, 2023 | 102 | Oct 3, 2023 | 150 | May 8, 2024 | 252 |
| -5.35% | Jan 13, 2023 | 34 | Mar 1, 2023 | 25 | Apr 5, 2023 | 59 |
| -4.08% | Dec 15, 2022 | 4 | Dec 20, 2022 | 16 | Jan 12, 2023 | 20 |
| -3.48% | Oct 11, 2022 | 1 | Oct 11, 2022 | 4 | Oct 17, 2022 | 5 |
| -2.63% | Nov 3, 2022 | 3 | Nov 7, 2022 | 3 | Nov 10, 2022 | 6 |
Volatility
Volatility Chart
The current Amundi S&P Global Utilities ESG UCITS ETF EUR Acc volatility is 3.98%, 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.