Ossiam Stoxx® Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)/ LU0599613147 /
| NAV2024-05-30 | Chg.+1.0300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 124.8050EUR | +0.83% | reinvestment | Equity Europe | Ossiam ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | 1.32 | 2.43 | -7.43 | 5.02 | 1.23 | 0.09 | -1.33 | 1.29 | 5.52 | - |
| 2017 | 0.32 | 3.25 | 3.33 | 3.43 | 1.08 | -2.58 | 0.41 | -0.85 | 3.95 | 2.03 | -1.90 | 1.43 | +14.53% |
| 2018 | 1.97 | -2.89 | -1.78 | 3.98 | 1.02 | -0.92 | 2.40 | -1.29 | -0.59 | -6.75 | -1.85 | -5.40 | -11.92% |
| 2019 | 7.72 | 3.88 | 0.86 | 4.64 | -6.18 | 4.42 | 0.17 | -1.72 | 3.85 | 1.96 | 3.38 | 2.66 | +27.99% |
| 2020 | -1.45 | -8.27 | -18.26 | 9.04 | 4.41 | 2.11 | 0.10 | 4.66 | -1.64 | -4.17 | 15.36 | 3.92 | +1.70% |
| 2021 | -0.29 | 2.63 | 5.69 | 2.51 | 2.49 | 0.78 | 2.77 | 2.23 | -3.56 | 3.38 | -3.18 | 4.65 | +21.55% |
| 2022 | -5.20 | -4.45 | -0.09 | -1.87 | -1.05 | -10.28 | 9.14 | -6.50 | -9.33 | 6.56 | 7.20 | -2.81 | -19.00% |
| 2023 | 8.05 | 2.05 | -2.41 | 2.00 | -3.37 | 1.85 | 3.86 | -3.07 | -2.52 | -5.18 | 8.45 | 5.36 | +14.85% |
| 2024 | -0.74 | 0.34 | 4.32 | -0.91 | 4.16 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.35% | 9.43% | 11.51% | 15.92% | 18.74% |
| Sharpe ratio | 1.59 | 2.56 | 0.98 | -0.10 | 0.19 |
| Best month | +5.36% | +8.45% | +8.45% | +9.14% | +15.36% |
| Worst month | -0.91% | -0.91% | -5.18% | -10.28% | -18.26% |
| Maximum loss | -3.61% | -4.06% | -12.07% | -29.63% | -38.12% |
| Outperformance | +1.37% | - | +7.05% | +14.16% | +27.82% |
All quotes in EUR
Performance
| YTD | +7.24% | ||
|---|---|---|---|
| 6 Months | +12.99% | ||
| 1 Year | +15.02% | ||
| 3 Years | +6.70% | ||
| 5 Years | +42.43% | ||
| 10 Years | - | ||
| Since start | +71.99% | ||
| Year | |||
| 2023 | +14.85% | ||
| 2022 | -19.00% | ||
| 2021 | +21.55% | ||
| 2020 | +1.70% | ||
| 2019 | +27.99% | ||
| 2018 | -11.92% | ||
| 2017 | +14.53% | ||
