Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.DE)
WELR.DE is a passive ETF by Amundi tracking the investment results of the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services. WELR.DE launched on Sep 20, 2022 and has a 0.18% expense ratio.
ETF Info
| ISIN | IE000ANYHV73 |
|---|---|
| WKN | A3DSS3 |
| Issuer | Amundi |
| Inception Date | Sep 20, 2022 |
| Category | Communications Equities |
| Index Tracked | S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
The Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist features an expense ratio of 0.18%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: WELR.DE vs. XUCM.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Amundi S&P Global Communication Services 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 Communication Services ESG UCITS ETF EUR Dist had a return of 16.89% year-to-date (YTD) and 43.59% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.89% | 6.92% |
| 1 month | 0.79% | -2.83% |
| 6 months | 30.86% | 23.86% |
| 1 year | 43.59% | 23.33% |
| 5 years (annualized) | N/A | 11.66% |
| 10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.68% | 4.66% | 4.24% | |||||||||
| 2023 | -0.57% | -3.20% | 5.42% | 4.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist(WELR.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist (WELR.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 Communication Services ESG UCITS ETF EUR Dist granted a 0.50% dividend yield in the last twelve months. The annual payout for that period amounted to €0.07 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | €0.07 | €0.04 |
Dividend yield | 0.50% | 0.34% |
Monthly Dividends
The table displays the monthly dividend distributions for Amundi S&P Global Communication Services 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.07 | €0.00 | |||||||||
| 2023 | €0.04 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 |
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 Communication Services 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 Communication Services ESG UCITS ETF EUR Dist was 12.98%, occurring on Dec 28, 2022. Recovery took 25 trading sessions.
The current Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist drawdown is 1.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.98% | Oct 26, 2022 | 45 | Dec 28, 2022 | 25 | Feb 2, 2023 | 70 |
| -10.49% | Feb 6, 2023 | 26 | Mar 13, 2023 | 40 | May 11, 2023 | 66 |
| -8.53% | Oct 13, 2023 | 11 | Oct 27, 2023 | 18 | Nov 22, 2023 | 29 |
| -5.71% | Apr 15, 2024 | 9 | Apr 25, 2024 | — | — | — |
| -5.12% | Aug 2, 2023 | 13 | Aug 18, 2023 | 15 | Sep 8, 2023 | 28 |
Volatility
Volatility Chart
The current Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist volatility is 7.08%, 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.