L&G Healthcare Breakthrough UCITS ETF (DOCG.L)
DOCG.L is a passive ETF by Legal & General tracking the investment results of the MSCI World/Health Care NR USD. DOCG.L launched on Jun 26, 2019 and has a 0.49% expense ratio.
ETF Info
| ISIN | IE00BK5BC677 |
|---|---|
| Issuer | Legal & General |
| Inception Date | Jun 26, 2019 |
| Category | Health & Biotech Equities |
| Index Tracked | MSCI World/Health Care NR USD |
| Asset Class | Equity |
Expense Ratio
DOCG.L has a high expense ratio of 0.49%, indicating higher-than-average management fees.
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: DOCG.L vs. VBR, DOCG.L vs. SWDA.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in L&G Healthcare Breakthrough UCITS ETF, 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
L&G Healthcare Breakthrough UCITS ETF had a return of -3.81% year-to-date (YTD) and -10.32% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.81% | 8.61% |
| 1 month | -1.70% | -0.45% |
| 6 months | 12.40% | 18.66% |
| 1 year | -10.32% | 25.25% |
| 5 years (annualized) | N/A | 12.50% |
| 10 years (annualized) | N/A | 10.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.81% | 2.31% | 1.20% | -6.06% | ||||||||
| 2023 | -11.28% | 7.49% | 12.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DOCG.L is 9, indicating that it is in the bottom 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
L&G Healthcare Breakthrough UCITS ETF(DOCG.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for L&G Healthcare Breakthrough UCITS ETF (DOCG.L) 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 L&G Healthcare Breakthrough UCITS ETF. 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 L&G Healthcare Breakthrough UCITS ETF was 51.45%, occurring on Oct 30, 2023. The portfolio has not yet recovered.
The current L&G Healthcare Breakthrough UCITS ETF drawdown is 42.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.45% | Feb 16, 2021 | 680 | Oct 30, 2023 | — | — | — |
| -22.77% | Feb 20, 2020 | 18 | Mar 16, 2020 | 28 | Apr 27, 2020 | 46 |
| -13.03% | Aug 2, 2019 | 57 | Oct 22, 2019 | 57 | Jan 15, 2020 | 114 |
| -7.75% | Jul 24, 2020 | 30 | Sep 4, 2020 | 7 | Sep 15, 2020 | 37 |
| -6.21% | Oct 15, 2020 | 13 | Nov 2, 2020 | 5 | Nov 9, 2020 | 18 |
Volatility
Volatility Chart
The current L&G Healthcare Breakthrough UCITS ETF volatility is 5.67%, 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.