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 |
| Leveraged | 1x |
| Index Tracked | S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Communication Services |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Expense Ratio
WELR.DE has an expense ratio of 0.18%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: WELR.DE vs. XUCM.DE, WELR.DE vs. WELX.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 30.02% year-to-date (YTD) and 37.16% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 30.02% | 25.82% |
| 1 month | 6.76% | 3.20% |
| 6 months | 11.32% | 14.94% |
| 1 year | 37.16% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of WELR.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 | 6.68% | 4.66% | 4.24% | -0.92% | 2.23% | 6.61% | -5.07% | -2.21% | 2.86% | 3.31% | 30.02% | ||
| 2023 | 12.79% | -1.80% | 5.26% | 2.66% | 7.48% | 1.31% | 6.07% | -0.07% | -0.57% | -3.20% | 5.42% | 4.70% | 46.75% |
| 2022 | 1.74% | -1.24% | -7.36% | -6.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WELR.DE is 60, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 provided a 0.45% dividend yield over the last twelve months, with an annual payout of €0.07 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | €0.07 | €0.04 |
Dividend yield | 0.45% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.07 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.07 | |
| 2023 | €0.04 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.04 |
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 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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.98% | Oct 26, 2022 | 45 | Dec 28, 2022 | 25 | Feb 2, 2023 | 70 |
| -12.84% | Jul 11, 2024 | 18 | Aug 5, 2024 | 69 | Nov 8, 2024 | 87 |
| -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 | 14 | May 16, 2024 | 23 |
Volatility
Volatility Chart
The current Amundi S&P Global Communication Services ESG UCITS ETF EUR Dist volatility is 5.39%, 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.