Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE)
WELM.DE is a passive ETF by Amundi tracking the investment results of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples. WELM.DE launched on Sep 20, 2022 and has a 0.18% expense ratio.
ETF Info
IE0005NYD352
A3DSS7
Sep 20, 2022
1x
S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Staples
Ireland
Distributing
Expense Ratio
WELM.DE has an expense ratio of 0.18%, which is considered low compared to other funds.
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 Consumer Staples ESG UCITS ETF EUR Dist, 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 Consumer Staples ESG UCITS ETF EUR Dist had a return of 2.25% year-to-date (YTD) and 7.05% in the last 12 months.
WELM.DE
2.25%
3.24%
3.73%
7.05%
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WELM.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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.97% | 2.25% | |||||||||||
| 2024 | 3.41% | -0.10% | 2.07% | 0.10% | 0.03% | -0.18% | 1.33% | 3.12% | 1.24% | -3.52% | 3.71% | -1.84% | 9.50% |
| 2023 | -1.48% | 0.85% | 3.07% | 3.15% | -3.79% | -0.03% | 0.53% | -1.80% | -2.74% | -1.73% | 0.31% | 1.68% | -2.21% |
| 2022 | 6.29% | 2.46% | -3.06% | 5.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WELM.DE is 33, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist (WELM.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist provided a 1.98% dividend yield over the last twelve months, with an annual payout of €0.20 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | €0.20 | €0.21 | €0.24 |
Dividend yield | 1.98% | 2.02% | 2.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Amundi S&P Global Consumer Staples ESG UCITS ETF EUR 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | €0.00 | €0.20 | €0.20 | ||||||||||
| 2024 | €0.00 | €0.21 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.21 |
| 2023 | €0.24 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.24 |
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 Amundi S&P Global Consumer Staples ESG UCITS ETF EUR 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 S&P Global Consumer Staples ESG UCITS ETF EUR Dist was 11.85%, occurring on Oct 6, 2023. Recovery took 226 trading sessions.
The current Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist drawdown is 1.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.85% | May 16, 2023 | 104 | Oct 6, 2023 | 226 | Aug 27, 2024 | 330 |
| -6.04% | Dec 5, 2022 | 38 | Jan 27, 2023 | 54 | Apr 17, 2023 | 92 |
| -4.99% | Dec 12, 2024 | 19 | Jan 14, 2025 | 22 | Feb 13, 2025 | 41 |
| -4.63% | Oct 18, 2024 | 14 | Nov 6, 2024 | 25 | Dec 11, 2024 | 39 |
| -2.38% | Sep 11, 2024 | 8 | Sep 20, 2024 | 17 | Oct 15, 2024 | 25 |
Volatility
Volatility Chart
The current Amundi S&P Global Consumer Staples ESG UCITS ETF EUR Dist volatility is 3.13%, 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.